Retirement 101: How to ensure you can retire comfortably
Mastering your retirement: essential strategies, savings plans, and expert financial guidance for a secure future.
estate planning
Why a valid and updated will is of utmost importance
South Africa’s shocking reality: less than 15% have valid will, highlighting the importance of estate planning.
Five pillars for investment success in troubled times
For a chance of securing a happy retirement or to be a successful investor – build the following five key pillars into your financial plan.
Financial planning is not only for the living
To help you prepare for the inevitable, here’s a quick breakdown of the costs usually associated with winding up a deceased estate.
A Will is the key that secures your family’s future
Which is the crux of this article, because an estimated 70% of the South African working population do not have a valid will.
What happens to your investments when you die?
In the financial industry, we often come across clients asking what would happen to their investments when they die?
A valid will is the most important document you will ever sign
A will is one of the most neglected legal document. This is evident from the 70% of South Africa’s working population that do not have a valid will in place.
Everybody loves a free lunch – On the Money with Jarryd Neves
This week, the benefits of tax-free savings are explained. And, our experts answer your share investing and estate planning questions.
The value of a living will
It is imperative that a Living Will is reviewed regularly, and that both medical practitioners and family members have access to it, writes Malissa Anthony.
What do you do when you inherit offshore assets?
What has, however, become more complicated is estate planning around both local and offshore assets for South African tax residents.