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Young Adults · 10 July 2025

5 essential financial tips for twenty-somethings

The financial moves that pay off most are the ones you make in your twenties — but no one teaches them to you.

If you’re in your twenties, the most powerful thing you have is time. Compound interest works for you whether you’re paying attention or not — it just doesn’t matter much yet. Make these five moves now and the version of you in 2050 will thank you.

1. Start a tax-free savings account today

R36,000 a year of investment growth, tax-free, forever. Even at R500/month from age 22, you’ll thank yourself.

2. Get income-replacement disability cover

Statistically, you’re more likely to lose your income to disability than to die before retirement. The cover is cheap when you’re young and healthy.

3. Don’t skip medical aid

A single hospital admission can wipe out your savings. Hospital plans for under-30s are surprisingly affordable.

4. Open a retirement annuity early

Even R500/month from age 25 beats R2,000/month from age 35 — and the contributions reduce your taxable income.

5. Get a will

Yes, in your twenties. If you have a partner, kids, a car, or any savings, you need one. It takes 30 minutes.

The hardest part is starting. Book a 30-minute call — no charge.

Ready when you are

Take thirty minutes to find out what you don't know.

A free review of where your money sits. Bloemfontein office or video call — whichever you prefer.

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