Latest News

November 8, 2017

The cost of borrowed money and the advantage of settling debt early

Among the top reasons South Africans borrow money are to purchase houses, start businesses, fund kids’ education and cover health care costs. While credit can be […]
November 8, 2017

The dark side of the sun

At least 80% of sun-induced skin damage happens before the age of 18, which is why it’s so crucial to protect your children’s skin. We show […]
November 8, 2017

Travel insurance: Your guardian angel whilst traveling

Beach, sea and sun for some while others may prefer white snow filled mountains and a set of skis to relax and rejuvenate after a long, […]
November 8, 2017

Emergency numbers – do you have them in your phone?

In any medical emergency, it’s very important that you get the proper care within the shortest possible time. The care that you get immediately following the […]
November 8, 2017

Don’t get towed by a rogue

Being involved in a car accident or having a breakdown can be a frightening experience. It is not something that anyone prepares for, but there are […]
October 12, 2017

Recent changes to the FPM portfolios

Our disciplined investment process drives portfolio construction.  Part of this process involves subjecting portfolios to both a qualitative and quantitative due-diligence process which allows us to […]
October 10, 2017

What are the duties of an Executor?

Let’s start by explaining the meaning of the term “Executor”. In the legal sense, it refers to the person or company who you nominate in your […]
October 10, 2017

Planning for retirement

Don’t base your financial requirements on your current heath.  The cost of frail care facilities In the ever-changing world of financial planning, your view on your […]
October 10, 2017

De-mist-ifying Windscreens

The windscreen is an important safety feature on your vehicle. Unfortunately, the questionable state of some of our roads can result in frequent chipping and cracking […]
October 10, 2017

Trust as a planning tool

In the world of financial planning, we have various ways of structuring and implementing strategies which are tailor-made to our clients’ individual set of circumstances. A […]
October 10, 2017

No matter how much you have, it’s always a lot when you lose it

Life is exciting at the moment! I just completed my studies, started a new job, bought a new car and I am moving out of mom […]
October 10, 2017

Easy guide to pension and provident funds

Retirement funds are either pension or provident funds. They are offered by companies to their employees. It is not compulsory to offer employees a retirement fund, […]
September 4, 2017

Later is a privilege – not a right

Life always seem to get into the way of us doing what we should be doing – like proper planning for the day when we may […]
September 4, 2017

The advantages of a testamentary trust

Generally, we are all familiar to some degree with the concept of a trust which is established during the lifetime of the trust donor or founder. […]
September 4, 2017

Medical expense tax credits

Make sure you take full advantage of legislation to reduce your tax! There are two main areas in which your tax can be reduced: Medical scheme […]
September 4, 2017

As winter began to make itself felt, the questions started about what we were going to knit this year?

After much debate around the merits of knitting or crocheting and taking into account that some were not such experienced crafters, it was decided on scarves […]
September 4, 2017

Matters to consider when drafting a Last Will and Testament

When considering the content of your Will, there are a number of important decisions to make to ensure that your family is not left in an […]
September 4, 2017

Insurance excesses explained:

So, what is an excess and why do so many insurance contracts have them? An insurance excess (sometimes also referred to as a First Amount Payable […]
August 10, 2017

What should you consider when appointing trustees?

Notwithstanding recent changes to tax legislation, establishing a discretionary trust for the right reasons can still be an effective estate planning tool. After taking appropriate advice, […]
August 10, 2017

Are you covered for critical illness, severe illness and dread disease?

The descriptions for this type of cover differ. In the financial planning environment, it is known as Critical Illness, Severe Illness or Dread Disease. As the […]
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