Explore the Category

The life stages that determine your financial success

09 June 2026 | General

Most people associate financial planning with retirement that financial planning is about retirement.

A Guide to Special Trusts – Who Qualifies and What the Benefits Are

08 June 2026 | Estates & Wills

For families supporting minor children and/or adults unable to manage their own financial affairs due to disability, traditional estate-planning tools do not always strike the right balance between protection and tax efficiency.

Make Estate Planning simple, fast and more affordable with Discovery

04 June 2026 | Estates & Wills

Up to 70% of South Africans die without a valid Will, leaving their families vulnerable to legal delays, disputes and financial uncertainty at an already difficult time.

Claims-backed insights for brokers and advisers

03 June 2026 | Dread Disease and/or Disability / Critical Ilness

The value of life insurance and the role that financial advisers and planners play in ensuring South Africans are appropriately insured against death, disability and critical illness events is in the spotlight again, courtesy of the 2025 Claims Statistics from Momentum Life. For 2025, the insurer paid claims totalling R6.88 billion across its retail life business, with R5.92 billion paid by the Myriad product range.