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Why Have a Will?

Let me start by simply stating that there is nothing requiring a person to have a Last Will and Testament! However, if you do go down this route, beware. The Law of Intestate Succession will apply and there will be, without a doubt, people who will inherit part of your estate that you most…

Long Term Investment

We’re now into the last quarter of 2022 and to say that it has been an interesting year so far would be a gross understatement. I am privileged to be able to speak to many people on a daily basis and these discussions are with people that span the whole spectrum of our society and…

Encouraging South African Households to Save More for Retirement

National Treasury has published a paper, ‘Encouraging South African households to save morefor retirement’, for public comment following the November 2021 announcement by the Ministerof Finance of a proposal to boost household savings. The proposal seeks to increasepreservation before retirement and increase flexibility through partial access to retirementfunds through a “two-pot” system.
 
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Morebo Wealth (Pty) Ltd, an affiliate of Liberty, the Liberty Group Ltd is an authorised Financial Services Provider in terms of the FAIS Act (no. 2409)
Morebo Brokerage (Pty) Ltd is an Authorised Financial Services Provider in terms of the FAIS Act (no. 48360)

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