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Jun 26, 20222 min read
Inheritance Tax – What you need to know
South Africa’s inheritance laws apply to every person who owns property in South Africa. The three main statutes governing inheritances...
Jun 26, 20222 min read
South Africans are not saving enough – what now?
We often hear that South Africans are not saving enough, and that only 6% of South Africans will be able to maintain their standard of...
Jun 26, 20222 min read
Employee benefits must keep pace with a dynamic workforce
Given the ever-changing dynamic within the workforce, financial advisers need be able to offer their clients suitable employee benefits...
Jun 26, 20224 min read
SA consumer finances under severe pressure
According to the results of the latest Momentum/Unisa Consumer Financial Vulnerability Index (CFVI) (Q1 2019), for the past two years,...
Jun 26, 20223 min read
What is your personal financial plan?
There are several benefits to having a Personal Financial Plan not limited to - and including that it enables you to save for both the...
Jun 26, 20222 min read
Have you saved for post-retirement medical aid contributions?
Growing Old is not for the Fainthearted… Old age is typically characterised by an increase in health care needs and medical aid expenses....
Jun 26, 20222 min read
Saving for your child’s education in a world of rising tuition costs
Education inflation runs at 4-5% above headline inflation, meaning South African households have to make more room in their budgets each...
Jun 26, 20224 min read
The three expenses eating over 60% of South Africans' income
Cappuccinos, manicures or the occasional movie night aside, the first step in shaping your financial future lies in addressing the three...