Resources
Straight answers to money questions
Short, practical articles to help you make better decisions — no jargon.
Two-pot system
The two-pot retirement system explained
What changed in September 2024, how the savings and retirement pots work, and when a withdrawal makes sense.
5 min readEstate planningEstate duty and executor fees: what your family will actually pay
A plain-English look at estate duty, capital gains tax and the executor's fee — with a worked example.
6 min readRetirementHow much do I really need to retire in South Africa?
Rules of thumb, real numbers and the questions that matter more than any formula.
7 min readFree download
Free Estate Planning Checklist
Ten things to sort out so your family isn't left guessing — wills, beneficiaries, executor fees and more.
Free · no obligation
Ready to see where you stand?
A free, no-obligation 30-minute review with Francois Volschenk.