Estate Planning – Understanding its many benefits
Sequence risk – What is it and why is it important.docx
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Creating an estate plan is an important responsibility but, sadly, one that many South Africans fail to undertake. If you have assets, it is advisable to put an estate plan in place to ensure that your loved ones are protected from legal hassles and administrative delays in the event of your death and that the …
In short, the COVID-19 vaccine does not affect your clients’ FMI policy. However, there have been media reports advising clients to check with their insurer if claims will still get paid if they get the COVID-19 vaccination. We want to reassure both you and your clients that getting the vaccination in no way impinges on …
Why it’s important for independent advice to remain independent Many people recognise the value of truly independent financial advice. An advisor that is not tied to any specific product providers can offer a range of solutions from different sources and is more likely to be free from conflicts of interest. However, surviving as a truly …
Hierdie brosjure sal u inlig oor die hoofeienskappe van die administrasie van ‘n bestorwe boedel, asook die regsaspekte betrokke. Dit is raadsaam om ‘n prokureur te raadpleeg om u testament op te stel en daar word aanbeveel dat u prokureur in u testament as die Eksekuteur van u boedel aangewys word. U prokureur sal u …
Traditionally, the focus of every financial plan was retirement. Everything was built around the day that you have to leave formal employment at the age of 60 or 65. However, more and more people are having to ask what happens next. In a time when life expectancy is steadily increasing, the idea of throwing away …