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Jun 26, 20223 min read
Financial Transitioning
Change is as certain as death and taxes Big changes can create financial transitions in a person’s life that can be good or bad. Examples...
Jun 26, 20222 min read
Retirement planning in the time of Covid-19: New retirement tools helping South Africans navigate a
South Africans close to or at retirement are extremely vulnerable to financial shocks or setbacks. However, they also seem to be amongst...
Jun 26, 20223 min read
Top reasons to draft a Will
Writing a Will is on most people’s “I’ll get to that later” list – in fact, 70% of South African’s don’t have a Will. Planning for and...
Jun 26, 20225 min read
Your budget is key to your financial success as a pensioner
Short and longer-term budgets are the underlying key to every financial challenge you have. No financial adviser will even give you...
Jun 26, 20223 min read
Don’t rush investment decisions in times of uncertainty
It’s natural to feel a certain amount of panic during any crisis, let alone a global pandemic. But rushing into investment decisions...
Jun 26, 20223 min read
The Intermediary voice of reason
COVID-19 is entrenching long-term shifts in consumers’ attitudes, behaviours and purchasing habits, shows Accenture’s Consumer Behaviour...
Jun 26, 20224 min read
Making saving a priority this Women’s Month
Women could live to up to eight years longer than men according to research by the World Health Organization. As a result, women need to...
Jun 26, 20223 min read
Three sensible steps for negotiating retirement during Covid-19
When I’m Sixty-Four Negotiating your retirement journey during Covid-19 When you hit retirement age, no one expects you to be your own...