A look at upcoming tools and workflows we are building to improve financial planning for South Africans.
A concrete project with a clear subject and real-world context.
This page frames a concrete subject instead of using a generic heading. It explains what is being considered, why it matters in the site's context, and what detail a reader can expect next. The copy is intentionally plain and specific, so it reads like a real content item.
Read more →A focused project built around practical decisions and constraints.
This item focuses on practical use, tradeoffs, and decisions that a reader may recognize. It avoids broad promotional claims and keeps the topic tied to a clear situation. The description gives enough substance for a real page rather than a placeholder card.
Read more →A grounded project that adds a different angle without repeating the others.
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Read more →We work with organisations that share our commitment to financial literacy and long-term wealth building.
These organisations support our workshops and tools for building personal financial plans.
Explore more content to support your financial planning journey.
Start your financial journey with a simple budget
Learn how to create a budget that works for your lifestyle and income using the 50/30/20 rule and local tools.
Read more →Maximise your savings without the tax burden
Everything you need to know about TFSAs, contribution limits, and how they compare to retirement annuities.
Read more →Small steps to build your investment portfolio
Low-cost entry points like fractional shares, ETFs, and micro-investing apps. Start with as little as R100.
Read more →A concrete project with real-world context
This portal streamlines how new clients submit their financial data and set goals before their first workshop.
View project →Practical decisions and constraints
A scheduling system that handles peak workshop seasons and limited facilitator availability across provinces.
View project →Follow-up insight
Redesigned dashboard for tracking client progress, workshop attendance, and savings milestones at a glance.
View project →