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Life Insurance / General

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Are joint life policies the way to go for married couples?

Are joint life policies the way to go for married couples?

03 March 2020

Having life insurance cover is definitely something married couples should prioritise, and some think that having a joint life policy means better premiums and less hassle. But there are a few other factors couples must consider before committing to bundled life cover.

Building a strong financial foundation on trust

Building a strong financial foundation on trust

24 February 2020

The recent Isle of Man roadshow held In Johannesburg gave guests and panelists a platform to discuss ways of overcoming the challenges of offshore structures. The event also looked briefly at the respective benefits and distinctions between offshore trusts and foundations.

Comparing the benefits of a tax free savings account and a retirement annuity fund

Comparing the benefits of a tax free savings account and a retirement annuity fund

30 January 2020

The benefits of saving are well known, as are the tax benefits offered by tax-free savings accounts (TFSA) and retirement annuity funds (RA). But what is unclear is which savings vehicle is better. Before we look at what the benefits of each, let's look at factors to consider when choosing between a TFSA and an RA.

Take the worry out of Janu-worry with cashback savings

Take the worry out of Janu-worry with cashback savings

20 January 2020

Many South Africans experience financial woes at the beginning of every year. With December salaries paid ahead of the festive season, the temptation to spend it on travel, gifts and family gatherings is highly tempting, leaving some consumers feeling distressed during this time.

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Setting smart financial goals for the new decade

Setting smart financial goals for the new decade

20 January 2020
Financial independence begins and ends with savings

Financial independence begins and ends with savings

15 January 2020
The top four mistakes to avoid when saving for education

The top four mistakes to avoid when saving for education

15 January 2020
How to implement your New Year’s resolutions

How to implement your New Year’s resolutions

15 January 2020
Leading the change as your clients transition into mid-lifers

Leading the change as your clients transition into mid-lifers

07 January 2020
Facing the facts around retrenchment

Facing the facts around retrenchment

18 December 2019
FMI Income First campaign

FMI Income First campaign

02 December 2019
In trustees we trust to uphold the interests of minor beneficiaries

In trustees we trust to uphold the interests of minor beneficiaries

29 November 2019