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Read more about the article The 3 Essential Steps to Building Your Risk Plan: Protecting Your Financial Future

The 3 Essential Steps to Building Your Risk Plan: Protecting Your Financial Future

  • Post published:29th March 2024
  • Post category:Critical Illness/Disability/Income Protection/Life Cover/Risk Planning

Proper risk planning is crucial for safeguarding your financial well-being in the face of life's uncertainties.

Continue ReadingThe 3 Essential Steps to Building Your Risk Plan: Protecting Your Financial Future
Read more about the article Choosing the Right Insurer for Your Needs

Choosing the Right Insurer for Your Needs

  • Post published:23rd June 2023
  • Post category:Risk Planning

Are all insurance companies equal? The simple answer is no. We compare 3 providers and there is no one size fits all.

Continue ReadingChoosing the Right Insurer for Your Needs
Read more about the article Securing Your Financial Future: Addressing 3 Crucial ‘What Happens If’ Questions

Securing Your Financial Future: Addressing 3 Crucial ‘What Happens If’ Questions

  • Post published:5th June 2023
  • Post category:Financial Planning/Risk Planning

Life is full of uncertainties, but with proper risk planning, you can secure your financial future. Explore the importance of addressing the "What happens if" questions and gain peace of mind.

Continue ReadingSecuring Your Financial Future: Addressing 3 Crucial ‘What Happens If’ Questions
Read more about the article A Practical Guide to Planning for the Inevitable

A Practical Guide to Planning for the Inevitable

  • Post published:2nd June 2023
  • Post category:Financial Planning/Wills and Estate

We break down this daunting task of putting together Your Essentials Portfolio into 8 easy steps. This practical guide to creating Your Essentials Portfolio will provide clarity to you and your family.

Continue ReadingA Practical Guide to Planning for the Inevitable
Read more about the article 5 Tax-Savvy Things to Consider

5 Tax-Savvy Things to Consider

  • Post published:16th February 2023
  • Post category:Tax

5 Tax-Savvy Things to Consider when submitting your tax returns.

Continue Reading5 Tax-Savvy Things to Consider
Read more about the article Should I have Funeral or Life Cover?

Should I have Funeral or Life Cover?

  • Post published:25th June 2022
  • Post category:Life Cover/Risk Planning

Should I have funeral or life cover? Despite what many think, funeral cover is not always the cheaper option. Oftentimes for the same financial amount, life cover offers greater benefits.

Continue ReadingShould I have Funeral or Life Cover?
Read more about the article Getting My Life in Order

Getting My Life in Order

  • Post published:24th June 2022
  • Post category:Matter/Risk Planning/Wills and Estate

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.

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Read more about the article Do I need a Will?

Do I need a Will?

  • Post published:20th June 2022
  • Post category:Wills and Estate

When considering Life Cover one should also be aware of the ins and outs of Wills.

Continue ReadingDo I need a Will?
Read more about the article Benefits of Life Cover

Benefits of Life Cover

  • Post published:12th June 2022
  • Post category:Life Cover/Risk Planning

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.

Continue ReadingBenefits of Life Cover
Read more about the article Best Insurance Comparison

Best Insurance Comparison

  • Post published:10th June 2022
  • Post category:Insure

Can I just stick to my usual provider or does it actually make a difference to shop around for quotes?

Continue ReadingBest Insurance Comparison
Read more about the article Life Stage Planning for 50 and up

Life Stage Planning for 50 and up

  • Post published:1st March 2022
  • Post category:Financial Planning

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?

Continue ReadingLife Stage Planning for 50 and up
Read more about the article Life Stage Planning for 30s – 50s

Life Stage Planning for 30s – 50s

  • Post published:14th February 2022
  • Post category:Financial Planning

There are so many different things pulling you (and your money) in different directions. What should you be focusing on now?

Continue ReadingLife Stage Planning for 30s – 50s
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