Latest News

November 5, 2019

Am I on the right medical aid plan?

As year end approaches we tend to get busy and don’t take time to get around to some of the things we want to. One of […]
November 5, 2019

What is a risk profile?

A risk profile is defined as an evaluation of an individual’s willingness and ability to take risks. A risk profile is important for determining a proper […]
November 5, 2019

Motor Insurance 101 – Navigating the complexities and the jargon.

There are three basic forms of cover applicable to motor vehicles: Comprehensive: This is the widest form of cover and provides cover for any accidental damage, […]
September 10, 2019

Time for a points check up…

Every year we hear of clients who did not reach the Vitality Status they wanted to because they forgot to check up and make sure they […]
September 10, 2019

Last Will and Testament

A critical part of a complete financial plan is the drafting of a Last Will and Testament. This is a service offered by FPM to our […]
August 5, 2019

Living Annuity or Life Annuity: What’s the difference?

During one’s working life the focus is generally on saving towards our retirement. When retirement reaches and your retirement provision now needs to supply your retirement […]
August 5, 2019

NHI: Doctors will treat everyone, regardless of their ability to pay

With the recent announcement that the National Health Insurance would progress there has been concern regarding the future of Private Health Care in SA. The article […]
August 5, 2019

Why fix it if it ain’t broke?

Delaying maintenance repairs around your premises because it is an inconvenient expense can result in considerably high and unprepared for expenditure when faced with an uninsured […]
July 3, 2019

A new crime trend is on the increase – Snatch & Grab

A snatch and grab crime occurs when a suspect approaches the victim and snatches an article of value from them. The suspect then makes a quick […]
July 3, 2019

Enhancing returns with appropriate tax planning

The last few years have been very difficult for South African investors with relatively poor market returns while the associated costs and taxes remain at high […]
July 3, 2019

How to achieve a financially healthy retirement

Looking at saving for our retirement is something we tend to put off until “tomorrow”. Often when tomorrow comes we find we do not have nearly […]
June 6, 2019

Have a dream in mind… start saving today and make it a reality

There are many reasons for people to save. These include wanting to purchase a holiday home or an investment property, travelling the world in retirement and […]
June 6, 2019

Easy steps to keep healthy this winter

In winter the days get shorter and as the temperature starts to drop there is a greater tendency to stay indoors where it is warm, be […]
May 2, 2019

Statistics and facts on death, disability and a critical illness claims

It is important to know your life insurance requirements and also to review these needs annually or when there has been a life-changing event. Life insurance […]
May 2, 2019

Travel Insurance

An overseas trip is an exciting time for many people. The tickets are booked and the bags are packed and we await the departure date with […]
May 2, 2019

Are you making the most of your Discovery Vitality cash back?

If you are a Vitality member you can get up to 25% cash back on healthy food from Pick n Pay or Woolworths, thousands of items […]
April 8, 2019

Review your budget and bump up your savings where possible

Budgeting is a vitally important tool in managing one’s finances. It enables you to balance your spending with your income and if followed through it can […]
April 8, 2019

Company disability cover: Am I over-insured for disability?

Do you know that there is a limit to how much you can receive under disability policies? As a rule, one cannot expect to receive more […]
April 8, 2019

Smash – and – grab

Currently smash – and – grab is a phrase most motorist know and unfortunately many have experienced personally.  A smash and grab incident can turn a […]
March 6, 2019

Stay focused on the long term during market turmoil

Investors have endured a rollercoaster ride over the last few years, with an even higher level of turmoil, volatility and some negative returns during 2018. This […]
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