Estate Planning 101: The Ultimate Guide teaches you the ins and outs of everything you need to know from an estate planning perspective. From goal settting to estate planning objectives and all the tools available to use to create the ideal estate plan.
A comprehensive overview of the pros and cons of a living annuity – and factors to consider before you make the decision about which product is best to help you achieve your goals in retirement.
A detailed and comprehensive guide and analysis that will help you understand, plan and prepare your retirement planning strategy from beginning to end. Understanding what constitutes a successful retirement, how much you need to save and invest, the various investment options … puts you on the fast track to achieving your retirement goals.
Discover the path to financial mastery with our comprehensive 2023 Financial Planning Guide! Whether you’re a novice or seasoned pro, this article equips you with vital insights to navigate the world of finances and investments with confidence. Say goodbye to confusion and intimidation, as we break down complex jargon and debunk common misconceptions surrounding financial planning.
As an executive, you’re well aware that your financial landscape is unique and complex. Your wealth is typically tied to the success (or otherwise) of the company you work for – primarily via its share price – and the share options that form a large component of your remuneration package.
The role of a Private Wealth Manager goes beyond investing and portfolio management. It’s about building relationships based on trust and responding to the emotional needs of clients, supporting them to achieve what matters in their lives. Here we explore what that entails.
In the journey of investing, the path to financial success is often paved with informed decisions and strategic planning. This piece delves into essential investment advice, offering insights not just on avoiding pitfalls but on embracing practices that lead to long-term success.
True financial freedom is an aspiration that transcends the mere accumulation of wealth. It represents a state of financial self-sufficiency, where your financial assets and strategies sustain your desired lifestyle without the burden of financial worry. It’s less a number in your bank account or the value of your net worth – but an attitude and way of life when defining wealth and what it means to you.
Navigating the financial world can feel like a maze. Every turn you take, there’s another decision to make: save or invest? Stocks or bonds? Pay off debt or secure your future? When it comes to managing your money, the question often arises: “Do I need an accountant or a financial advisor?” The short answer is you might actually benefit from both.
The spirit of entrepreneurship in South Africa burns bright, carrying the potential to invigorate the local economy, create jobs, and contribute towards a more robust and diversified economic landscape. These 12 tips are essential reading for all business owners and entrepreneurs.
In an age of globalization, limiting your investments to domestic markets may be a missed opportunity. For South African investors, the Global Equity General Unit Trust Category presents an appealing and convenient pathway to international exposure.
Unit Trusts Explained! Investment is not just a financial decision; it’s a step towards securing your future. While there are multiple avenues for investment, one of the most popular option is Unit Trusts. This article aims to shed light on this versatile investment vehicle and specifically focus on the best-performing unit trusts in the ASISA category known as ‘South African Equities General.’
In today’s evolving financial climate, navigating your financial future can feel like walking through a maze. South Africa’s economy has experienced fluctuations this year, affecting everything from job security to investment returns. Given this landscape, it’s important to focus on the top 8 financial mistakes to avoid to safeguard your future.
How to reduce your income tax! With the tax season drawing to a close, now’s the time to act to maximise your tax savings. Nobody loves tax season, but with proper planning, you can keep more of your hard-earned Rands. This article covers seven actionable tips to help you minimise your income tax liability in South Africa.
In a world brimming with financial complexities, the need for specialized guidance has never been more vital. Welcome to this informative guide, where we’ll demystify everything from private wealth management and personal wealth management to international wealth management strategies …
What Does Intestate Mean and Why Should You Care? Intestate succession happens when a person passes away without a valid will.The absence of a will brings in its wake numerous challenges, especially when minors are part of the equation. Read more to understand the implications.
