All articles

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.

A first-time buyer’s guide to home loan pre-approval

A first-time buyer’s guide to home loan pre-approval

13 December 2022 · Fiona Zerbst

We examine what it means to pre-qualify as a first-time home buyer, how the process works, and how bond originators can assist you to secure a home loan.

Is your credit score high enough to access vehicle finance?

Is your credit score high enough to access vehicle finance?

8 December 2022 · Fiona Zerbst

We consider the role your credit score plays when you apply for vehicle finance, and note ways to improve your score so you can buy a car.

Questions to ask about offshore investment

Questions to ask about offshore investment

6 December 2022 · Fiona Zerbst

Investing offshore can be a good wealth-enhancement strategy. We consider questions to ask a portfolio manager before you take the leap.

How to control festive season spending, and still have fun

How to control festive season spending, and still have fun

4 December 2022 · Fiona Zerbst

The cost of living is spiralling, but spoiling can be yours, if you plan ahead. We provide tips for better year-end budgeting, to reward yourself and avoid a festive-season overspend.