Life Insurance

Savings and retirement considerations in Covid-19

Saving and investing consistently is essential when planning to build a large enough nest egg to retire comfortably. The latest 10X Retirement Reality Report showed that out of 15 million economically active South Africans, 67% have no retirement plans.

Beneficiary funds, trusts and divorce

There are common issues faced by clients, upon death or divorce, which opens the door to having proactive conversations on how best to split assets.

Complications when dealing with offshore estates a cause of avoidable financial strain

With more South Africans moving assets offshore, many investors are unaware of the unforeseen tax and fiduciary hurdles associated with ownership of foreign assets.

Less than 6% of middle-income customers have sufficient emergency savings on hand