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The matter of validity: was a trust even created?

13 June 2013 | General

Trusts (and more specifically inter vivos discretionary trusts) are known to be useful estate planning tools with numerous benefits. Unfortunately, many trusts are created without a full understanding of what trusts are and how they work. This leads to tr

Budgeting made easy

05 June 2013 | General

Say goodbye to sleepless nights spent worrying about managing your money by putting together a sensible budget that you can follow easily every month. Budgeting makes it easy to monitor and control your personal spending while also helping you to plan fo

Demystify Multiple Sclerosis

27 May 2013 | General

29th of May marks World Multiple Sclerosis (MS) Day, creating a global awareness of a disease that continues to baffle doctors. MS, along with other severe illnesses that affect the lives of sufferers and their families, has a financial impact that is sel

5 practical ways to cut down on expenses

27 May 2013 | General

Cutting down on expenses is never a comfortable exercise. However, the benefits and rewards are greater than the sinking feeling that there is no hope when it comes to your budget. Yes, a little bit of sacrifice can mean a lifetime of rewards and financia

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

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

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What is your number? The high the level of risk, the higher the insurance premiums you will pay...

15 May 2013 | General

Call for a Radical rethink on financial planning

30 April 2013 | General

Dissolving a testamentary trust

24 April 2013 | General

Consider a beneficiary fund for your child’s education

18 April 2013 | General

Financial planning through the years

18 April 2013 | General

When moving jobs, how do you choose between a preservation fund and a new employer’s pension fund?

03 April 2013 | General

Latest survey reveals South Africans are dangerously under-insured

20 March 2013 | General

Customising funeral cover to cater for consumers’ needs

13 March 2013 | Funeral Cover

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