Topic

advice

A collection of 14 issues

What does money mean to you? A practical tool to help you and your partner figure it out

We don’t often stop to think about how we handle money, and in a couple, these approaches can be very different. A money date helps open up the conversation and gets you talking.

Ready to become a homeowner? A practical tool to guide your decision

Can you afford to buy a home, or should you keep renting? The Wealthbit Buying vs Renting tool helps you figure it out. Not just based on numbers, but also on your lifestyle, goals, and readiness.

Ready to start investing? A simple tool to help you take your first steps

Real life isn’t one-size-fits-all. The Wealthbit Investments tool helps you understand your financial readiness and choose an investment approach that fits your goals, lifestyle, and next step.

Why your next date night should be a ‘money date’

Money conversations don’t have to be awkward. A ‘money date’ helps you and your partner unpack what money really means to each of you, beyond budgets and bank accounts.

Buying vs renting: which is smarter for your money and lifestyle?

Deciding whether to rent or buy isn’t simple. The Wealthbit Buying vs Renting tool helps you compare both paths over time, and see which option truly fits your life and finances.

How to get out of debt: A practical guide to taking back control

If you’ve been wondering how to get out of debt and finally feel in control of your money, you’re not alone. The Wealthbit Debt Repayment Workbook helps you understand your debt, pick a payoff plan, and stay on track until you’re debt-free.

Money on their minds? The distraction costing your team energy and motivation

A simple budget can do more than balance numbers. It can reduce financial stress - one of the biggest distractions employees carry with them into the workplace.

A tax return tool to help you avoid the once-a-year panic

Get the Wealthbit Unstress Tax Season workbook, an easy-to-use, practical tool to get a clear monthly and annual view of your tax items.

Build a budget that reflects your life, not just your bills: A simple guide

Get the Wealthbit Simple Budgeting Workbook to clearly see your finances, set goals, and build a plan that fits your life.

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.