Guides & Videos

Practical, South Africa-focused guides on wealth building, protection, retirement planning, and disciplined investing.

Guide

The 7-Question Financial Health Check

A two-minute, scored self-assessment covering the seven areas that decide whether your financial position holds up under pressure.

Covers your reserve, income continuation, dependants, retirement rate, debt structure, education funding, and estate readiness.

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Guide

Building Wealth on a Starter Salary

A practical framework for young professionals who want to start building wealth early through better cash-flow structure, protection, and disciplined investing.

Covers emergency reserves, TFSA use, retirement contributions, cover, and habit design.

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Guide

Why Saving Feels Painful

A guide to the psychology and neuroscience behind spending impulses, delayed reward, and why saving feels harder than it should.

Covers dopamine, delay discounting, scarcity mindset, money scripts, and practical behavior design.

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Guide

Rules & Foundations of a Wealthy Mindset

A 10-part series — from classic wealth literature to modern behavioural finance — with each principle broken into its own deep-dive guide.

Covers definite purpose, assets vs. liabilities, automation, loss aversion, compounding, delayed gratification, and financial habit design.

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