Money & Budgeting

Assign Your Cash to Savings or Investments

Decide when to keep money safe and when to expose it to market growth.

3 lessons 28 minBeginnerBy Thabo Mokoena
Assign Your Cash to Savings or Investments

The first lesson is free. Unlock the rest for one credit.

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What you will be able to do

  • Identify your personal risk tolerance level
  • Set clear time horizons for financial goals
  • Build a multi-tiered cash and investment strategy

Understand the precise function of liquid cash versus long-term capital assets. You will walk away with a clear framework for allocating your income across different vehicles to maximise security while capturing compounding growth over time.

Lessons

  1. 01The Purpose of Liquid Savings8 min · Free preview
  2. 02The Mechanics of Wealth Growth10 min
  3. 03Creating Your Allocation Strategy10 min

Practice tool included

Budget Builder

Put your real take-home pay against fixed, flexible and buffer costs, and see the three numbers that make a month work.

Preview the tool