What you'll learn

As people move through different stages of their lives, they are faced with different financial challenges and choices, and will need different kinds of financial education support.

Life Stages

This section of the website aims to create awareness of the issues that consumers may face and provide information on the type of financial information they should seek.

Studying Further

Once you have completed your schooling, college or university studies, you need to make some important financial and life decisions. You need to think about what you want in life. Having goals and a plan will help you create the life you want for yourself – right from day one. When you start your first job you’ll need to sort out a few basics.

Buying your first car

Once you’ve passed your driving test, you’ll want to get your own set of wheels. Before you rush out, do some research so that you don’t financially over-extend yourself.

Consider the following before you commit yourself.

Preparing for marriage

Getting married is a momentous time in any person’s life. From a financial point-of-view, it provides an opportunity to share costs and plans, but there are also financial challenges and risks at stake. By planning your finances together, you can make sure that both your needs are met and avoid problems later on. The key is sharing the decision making. 

Having a baby

Having a baby is one of the most exciting times in your life. While nothing can quite prepare you for the changes about to happen, one area that you can get a handle on is your finances. 

Buying your first home is both exciting and nerve-wrecking. It is a major decision that takes planning, research and careful budgeting. 

As retirement nears there are big decisions to make. As with all major lifestyle changes, your income will probably change. It’s a good time to review your finances and make some decisions. 

Funerals form an important part in our cultural life. In many cases, families spend far more than they can actually afford to bury their loved ones, resulting in debt situations that they can ill afford. Often, over-spending and falling into a debt trap is done to keep up social appearances. Planning for funerals requires objectivity and knowledge and should not be emotion driven. 

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