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Childhood cancer and financial preparedness – the crucial role of life insurance

25 September 2024 | General

September marks Childhood Cancer Awareness Month, a time where we should all get to grips with the unique challenges faced by families dealing with childhood cancer.

Plan smart: The essentials you need to know about your Will

25 September 2024 | Estates & Wills

Drafting a Will is an essential part of planning for the future, yet many people remain unsure about the rules and requirements. Advocate Anneke Le Roux, a Professional Provident Society (PPS) Fiduciary Specialist, provides answers to some of the most common questions around Wills to help you make informed decisions this Wills Month.

Make the most of the expected rate cuts and prepare for a new financial era

19 September 2024 | General

A possible reduction in prime lending rates is expected to be announced by the Reserve Bank tomorrow, and in what is expected to be the first of several decreases, South Africans have a chance to increase savings and strengthen their personal finances, Liberty says.

Offshore trusts stand the test of time in succession planning for South Africans

18 September 2024 | Estates & Wills

Succession planning structures have come and gone, but trusts have stood the test of time. They have proven to be the most robust, tax-effective and flexible vehicle for inter-generational wealth creation, enabling families to achieve their desired financial outcomes no matter how complex these may be.

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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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