Why EVERYONE with money needs a Red File

The death of a parent, or any family member is bad enough, do you really want to put them through this kind of time-consuming stress and expense?

The essentials of estate planning

Estate planning is an inescapable fact of life, but the right financial adviser will guide you through the process and ultimately structure your estate not only for your benefit, but also for that of your beneficiaries.

Offshore assets and a will, what you need to know

If you have offshore assets – property or an investment portfolio – you may need an offshore will in addition to a South African will, for your local assets.

Financial planning 101: Insurance and money tips for young professionals

Your first pay cheques feel like a lot of money, until you start spending them. Rent, clothes for work, money for transport, cash for the fun stuff – it doesn’t take long before you start wondering where it all went. Then along comes the financial services army, suggesting many more ways to use your earnings. Unit … Read more