Planning Archives - Page 3 of 5

Six Key Questions to Ask to Ensure Great Investing in 2022

Here we are, at the start of a New Year! This is also a great opportunity to review your investment strategy. Read on for some important questions to ask yourself and your financial advisor to make sure that your investments are working as they should to achieve financial freedom.

General News & Updates PlanningJanuary 26, 2022780Views 0Likes 0Comments

Business Insurance: Its Requirement and Benefits

Whether your business is a small operation or an international corporation, business insurance is absolutely crucial. Without having effective policies in place, everything you have built is open to risks beyond your control, which could mean losing your life’s work.

General PlanningDecember 1, 20211KViews 0Likes 0Comments

Estate Planning: What about Living Wills and Power of Attorney?

We guide our clients to think through the difficult scenario of what would happen when they are no longer there to provide and care for their families in person.

General PlanningNovember 30, 2021730Views 0Likes 0Comments

Pitfalls of heeding financial advice from unqualified sources

We believe social media is an outstanding medium for promoting the importance of financial advice and getting people to talk about their money, but only in an appropriate context whereby the necessary disclosures and disclaimers are stressed throughout.

General News & Updates PlanningNovember 23, 2021614Views 0Likes 0Comments

Ruminations of a Traveler

Our Executive Director Colin Horwitz provides insights into the need for financial planning, and wills when emigrating.

General PlanningNovember 23, 2021606Views 0Likes 0Comments

Wills and Testaments: How They Came To Be

These documents have become known as a “last will and testament” under the mistaken belief that “will” referred to physical property (such as pieces of land) while “testament” referred only to personal property (all other items, such as clothes, jewellery and/or furniture, and so forth). These terms have, in fact, been used interchangeably, and a…

General Legislation PlanningSeptember 9, 20211KViews 0Likes 0Comments

The Value of a Financial Advisor

Looking collectively at the studies that have been conducted on the matter, it has been found that a qualified advisor would be able to add an average of 3% to a client’s investment returns, among other advantages.

General PlanningSeptember 1, 2021585Views 0Likes 0Comments

Tax-Free Investments: A Brief Overview

South Africa’s government introduced tax-free investments to the country in 2015. This was done to encourage household savings in the nation. It is now a great way to save for a various reasons, such as a child’s education, setting aside money for emergencies or undergirding your retirement savings.

General Legislation PlanningAugust 15, 2021823Views 0Likes 0Comments

Do you have Sasria cover attached to your short-term insurance policy?

Sasria only provides cover in certain circumstances that will not be covered by your normal short-term policy. These circumstances have been highlighted by the events of the past week where we experienced wide-spread civil uprising resulting in massive damage to property, looting and rioting.

General PlanningJuly 20, 2021747Views 0Likes 0Comments

The policy for the most dire diagnosis: Dread disease cover

By Liam DoyleThe policy for the most dire diagnosis: Dread disease cover Dread disease cover is an insurance benefit, which is payable in the case of a diagnosis of a severe disease. Many policies offer a once off, tax-free lump sum payment that is applicable if you are ever diagnosed with a severe illness. The…

General PlanningJune 17, 20212KViews 0Likes 0Comments