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Jun 26, 20225 min read
Who's to blame?
In a recent determination by the Financial Advisory and Intermediary Services Ombudsman (FAIS Ombud), the complainant lodged a complaint...
Jun 26, 20222 min read
Leaving a business legacy
As many entrepreneurial business owners climb the ladder to success, what is often forgotten along the way is who will take their legacy...
Jun 26, 20223 min read
Regulations and the law of unintended consequences
Recently, I wrote about how the revised Policyholder Protection Rules for life insurance were causing headaches for providers of group...
Jun 26, 20222 min read
The best time to invest is… now
The best time to plant a tree was 20 years ago. The second best time is now. – Chinese Proverb It’s often said that it’s riskier to do...
Jun 26, 20222 min read
Glacier by Sanlam’s Retirement Income Planner – Simplifying a changing retirement landscape
The retirement landscape continues to change. The default regulations introduced earlier this year represent significant change, and...
Jun 26, 20223 min read
Are you financially ready for your new arrival?
As newly expectant parents, the months preceding the arrival of a child are both incredibly exciting and busy. And between preparing your...
Jun 26, 20224 min read
Retirees need investment funds focused on income certainty
When you're saving for retirement and investment markets are volatile, the ups and downs in your retirement savings may affect you...
Jun 26, 20223 min read
Default strategy may not always be the best option for retirees!
A new set of regulations kicked in at the start of March that will benefit you as a new retiree who is overwhelmed with choices in this...