TOPIC

finance planning

Plan your next big purchase with confidence: a guide

Quick Wealthbit workbook exercises to help you plan for life’s bigger buys, skip the impulse splurges, and feel good about when and how you spend your money.

August 20, 2025

Spend smarter on big buys with this practical workbook

Before you drop R20K on a new couch, use this workbook to make sure it’s the right call.

August 11, 2025

How to build practical money habits in 3 simple exercises

Quick Wealthbit Habits Workbook exercises to help you build better money habits, feel more in control, and make everyday money choices easier.

Build better money habits: A practical workbook

Get our practical tool to help you turn your good intentions into consistent money habits.

The Unseen Leaks: Time Lost Equals Profits Missed

These time-consuming habits are silently eating into your profits and stunting your business growth in your financial advisory firm.

Using the right technology to combine your sales and advice process

We want clients to get a better outcome by using the best solutions for them, while still making sure advisors can scale and grow their businesses.

September 14, 2022

Financial Advisors Must Embrace Technology, Here’s Why!

Research shows that technology adoption can significantly boost the total assets under investment (AUM).

September 27, 2021

Spring Clean Your Finances

When was the last time you took a good look at your finances? When you switch out your wardrobe and do your other cleaning, take the time to tackle your finances too, with these 3 simple tips.

September 1, 2021