Getting My Life in Order
Getting your life in order is a process where you consolidate all the important information that loved ones should be aware of should something happen to you.
Benefits of Life Cover
A case study looking at Sipho's Life Cover and how expecting a second child has impacted the amount of cover he needs and why he called us.
Life Stage Planning for 50 and up
What should the 50 plus age group be focusing on financially? What should we be doing now to safeguard our future? What happens if things don’t go according to plan?
Life Stage Planning for 30s – 50s
There are so many different things pulling you (and your money) in different directions. What should you be focusing on now?
Retirement Planning Through Different Life Stages
Knowing what is important and what to focus on financially during the different life stages is very important when saving towards retirement.
What happens to my Tax before Retirement
What happens to my tax before retirement? Retirement savings vehicles all have one common benefit, they lower your tax payable.
Manage My Money – Emergency Funds
Managing your money through the use of an emergency savings fund. We look at different options and some of the key things to think about.
What happens to my tax after retirement?
When you reach retirement, you need to know how your money will be taxed. Where it is allowed to go in order to make the most informative decision.
Manage My Money – How to save
We often hear the sayings, “Saving for a rainy day”, or "Invest for the future”, but where do you start?
Manage My Money – Unit Trusts
Understanding what unit trusts are and what they are made up of, gives you some perspective of what to look out for.
Manage My Money – Fund Fact Sheets
An investment fund fact sheet provides insight into the performance, objective and fees. Furthermore, it highlights the asset allocation and breakdowns of its investment holdings.
Monthly vs Lump Sum
What is better? A huge lump sum or regular monthly income? There is no right or wrong answer as it depends on your needs.