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Setting up a budget you can stick to

Setting up a budget you can stick to

19 January 2023 · Fiona Zerbst

Budgeting diligently can seem difficult and frustrating. We offer tips for devising a workable budget, sticking to it, and making better spending decisions.

First home? Research carefully

First home? Research carefully

15 January 2023 · Fiona Zerbst

Buying your first home can be both exhilarating and terrifying. We unpack the expenses, and offer tips for making a suitable purchase.

The cost of sending a child to school in 2023 – a price comparison

The cost of sending a child to school in 2023 – a price comparison

12 January 2023 · Fiona Zerbst

The expense of sending a child to school becomes more burdensome yearly. We discuss school-related costs for 2023 and offer some tips for offsetting these.

Best ways to earn passive income

Best ways to earn passive income

11 January 2023 · Fiona Zerbst

This article investigates ways in which you can generate passive income and suggests factors to think about if you would like to start earning passively.

ESG investments – what’s all the fuss about?

ESG investments – what’s all the fuss about?

9 January 2023 · Fiona Zerbst

In this article, we consider how growing consumer concern for the impact of companies on people and the planet could affect your investments.

How to make the most of your credit card

How to make the most of your credit card

4 January 2023 · Fiona Zerbst

Credit cards come with a variety of benefits. This article provides some tips and tricks to reduce the risks and maximise the benefits of credit card ownership.

How to access credit for the first time

How to access credit for the first time

2 January 2023 · Fiona Zerbst

This article outlines ways to access credit products in the absence of a credit score, and notes which products are best suited to first-time credit users.

The benefits of a tax-free savings account

The benefits of a tax-free savings account

29 December 2022 · Fiona Zerbst

A tax-free savings account exempts you from paying taxes, within contribution limits. This article examines whether you qualify for a tax-free investment, and how to invest.

Should you take on more financial risk ahead of retirement?

Should you take on more financial risk ahead of retirement?

27 December 2022 · Fiona Zerbst

Your retirement is far from the end of your investment journey. This article examines how investment risks can make or break your retirement nest egg.

Which preventative screenings are covered by medical schemes?

Which preventative screenings are covered by medical schemes?

22 December 2022 · Fiona Zerbst

We investigate potentially life-saving screenings that are covered by medical schemes, and what they entail.

Will your credit score help you to buy a property?

Will your credit score help you to buy a property?

18 December 2022 · Fiona Zerbst

Your credit score is a key determinant of your home loan eligibility. We consider what your credit score reveals, and provide tips to help you secure a mortgage.

How lenders view your credit score, and how you can improve it

How lenders view your credit score, and how you can improve it

15 December 2022 · Fiona Zerbst

Your credit score is not just a number. This article explains how lenders and credit bureaus view your credit score, and provides some tips for improving it.

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