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?
Recovering Financially from Lockdown
For many people, 2020 and 2021 was a time of huge loss; specifically financial loss. For others it was a gain of family time, a few grey hairs, meetings in your PJ's and for some, a great financial gain!
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.
Medical Aid & Travel Insurance
Medical Aid & Travel Insurance. Looking at how medical aids in South Africa cover international travel and what you need to know.
Late Joiner Penalties and Waiting Periods
Managing the risk can get tricky when people with all different health risk profiles join to contribute towards a pool of funds. How does one make it fair enough for everyone to benefit?
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.
Tax and Retirement – Tax Free vs RA
Everyone would like to retire one day and live comfortably. Long term investments are an efficient way to help you get there.
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.