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Planning Perspectives

The thinking from across our practice: financial planning, investments, tax, transitions, legacy and succession, drawn together in one place.

Most read on this topic

  1. It’s not what you earn, it’s what you keep
  2. Where will my money come from in retirement: why cash flow planning comes first
  3. How should I own a property?
  4. 7 Reasons why financial planning matters more than ever in 2026
  5. Pay off your bond, or invest the difference?

Latest

Offshore structures…is simpler better?

As families spread their financial lives across borders, the need for effective offshore structuring has never been greater. Clients are increasingly seeking ways to…

Elke Zeki, Nokwanda Msimang 25 Aug 2025 10 min

The rise of women’s wealth

In recent years, women have become a powerful financial force. Not only are they key contributors to household income, but they’re also leading as…

Michelle le Roux 21 Aug 2025 5 min

Why comparison undermines your financial health

Financial planning often starts with numbers—savings targets, investment returns, and retirement projections. These matters, but only when there’s money available to save or invest.…

Hayley Walker 21 Aug 2025 5 min

Can love and money co-exist without conflict?

Money is often at the heart of conflicts in relationships. Not just because there might not be enough of it, but mainly due to…

Michelle le Roux 11 Jun 2025 7 min
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