Wills Week is more than just a date on your calendar—it’s a wake-up call for all South Africans. This annual event is a golden opportunity to reflect on your estate planning needs and take crucial steps like writing a will.
Have you ever found yourself overwhelmed by the plethora of financial advice out there? Do you wonder if the advice you’re getting is genuinely in your best interest? If you’ve nodded along, you’re not alone.
The world of financial advice is undergoing a significant shift. More people are seeking advice and guidance that is truly impartial and unbiased, rather than feeling like they’re being sold to. The popularity of fixed and flat fee financial advisors is increasing.
Embracing Retirement with Confidence: How a Retirement Financial Advisor Eases Your Fears Through Lifestyle Financial Planning
Ready to embrace retirement but held back by fears? Discover how a Retirement Financial Advisor can guide you through Lifestyle Financial Planning to turn your apprehensions into a fulfilling journey.
Wealth management companies in South Africa are experiencing a transformative shift, with boutique firms taking significant market share from traditional banking giants, like Investec, RMB and Nedbank. Historically, the large banks dominated the scene, but the landscape has evolved. Boutique firms have emerged, offering personalized and customized services that resonate with modern investors
Wealth. It’s a term often associated with money, possessions, and financial success. But is that all there is to wealth? In this framework, we’ll explore the multifaceted nature of wealth, uncovering its deeper meanings that encompass not just monetary gains but also health, relationships, and enriching experiences.
Steven, Director and Founder of Henceforward, was recently interviewed on the Morning Show, Expresso. He has always been a believer in giving back and doing things many people would never dream of – like take part in the Swissman Xtreme Triathlon. Watch his interview here.
Almost the entire industry focuses exclusively on only the tax benefits provided by retirement annuities. But there is so much more to consider. In this piece we aim to provide a detailed but balanced account of the benefits of a retirement annuity, as well as the drawbacks. Keep reading to find out more.
As we celebrate Women’s Day, it’s essential to acknowledge the significant role women play in our society. From leading boardrooms to managing households, women are the backbone of our communities. This article aims to provide financial advice tailored to the unique challenges and opportunities women face, ensuring they are empowered to make informed decisions about their money.
How to maximize your retirement capital with our analysis of the ‘Best Balanced Funds for Retirees in 2023’. Discover top-performing funds and hidden gems beyond the usual big names. Don’t settle for less, let our data-driven insights transform your retirement experience.
Financial literacy is the key to unlocking your financial potential. This piece delves into the heart of financial literacy 101, providing in-depth knowledge across some of the most important topics you need to understand: budgeting financial literacy, understanding debt and credit, basic money literacy, investment literacy and saving financial literacy. The fast-track to managing your finances and getting ahead financially!
This article highlights the top 10 retirement planning mistakes South African investors are making. It’s time to rethink retirement as we move deeper into the 21st century – and as we all start to live longer with advances in science and technology; face poor returns from our retirement fund investments, and more…