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The importance of nominating an independent executor when drafting your will

10 March 2014 | General

Your last will and testament may well be the most important document you ever draft and sign. It sets out how the assets you accumulated during your lifetime should be distributed when you die, giving financial peace of mind to the loved ones you leave behind. Few people realise, however, how important it is to nominate a well-qualified, independent executor to make crucial financial decisions and wind up their estate.

7 Financial mistakes for young professionals to avoid

06 March 2014 | General

Upon entering the workplace, many young professionals are faced with the challenge of being responsible for their own financial affairs but have little knowledge on where to start and often make decisions that place their long term financial stability at risk.

Momentum statistics point to cover needed for a younger audience

05 March 2014 | Dread Disease and/or Disability / Critical Ilness

Intelligence is a vital component to the success of any industry. It provides stakeholders with vital information regarding industry trends which allows them to capitalise on areas of high interest and make necessary adjustments to areas of concerns.

Latest SA retrenchment stats calls for careful financial planning

12 February 2014 | General

South Africans facing retrenchment should be extremely cautious in how they approach their finances and should obtain professional advice, as their decisions can impact their ability to survive the financial strain of unemployment or forced early retirement.

quick poll

Question

What can retirement funds do to improve client-adviser engagement during members’ employment years?

Answer

Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

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