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Are you financially ready for your new arrival?

29 April 2019 | General

As newly expectant parents, the months preceding the arrival of a child are both incredibly exciting and busy. And between preparing your child's room and stocking up on toys, clothes and nappies, it can be difficult to turn your mind back to the question of ensuring that you are financially prepared for the new addition to your family.

Insurance: Three underwriting elements you must know

25 April 2019 | General

Insurance provides families with protection from life's risks and uncertainties but taking out long-term risk cover is an intensive process. Often, a client meets with a financial adviser or broker and initiates the underwriting process with an insurer. The questions could be intrusive and time-consuming. The potential client’s income, health status, family history and lifestyle habits are all interrogated. It is incredibly important to be truthful during this process.

Your money: how much should your spouse know

23 April 2019 | General

Discussing money and finances with a spouse or significant other is like all else in a relationship - a successful outcome is dependent on the honesty and transparency of the discussion. Unfortunately, money is a sensitive topic, often avoided in relationships, but it undeniably important to maintain financial awareness as a couple and as individuals.

Short-sighted excuses for not buying insurance could rob your family of financial security

18 April 2019 | General

To many South Africans, insurance is something to be avoided. It seems senseless to pay out hard-earned cash for something that may happen when money is needed for everyday essentials. However, what appears to be a simple money-saving move has the potential to be financially devastating says Felix Kagura, Head of Long-Term Propositions at Standard Bank.

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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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