Money lessons from Rugby World Cup
South Africa can be regarded as a sports loving country. How can we use a tournament like the Rugby World Cup to learn valuable money lessons? Have a goal In order to win a world cup, a team needs…
Divorce – Wealth Destructor
With almost 315 000 divorces in South Africa in 11 years (roughly 115 every working day), divorce is not a trivial matter. Einstein is often credited for stating that compound interest should be the eighth wonder of the world. Even though…
Ultima Smart Travel
Ultima Financial Planners recently invited Ona Viljoen to do a presentation titled ‘Smart Travel’ as part of the Ultima Smart Events series. We would like to use these events to provide our clients with very useful information to enjoy a…
Beneficiaries – To nominate or Not to nominate, that is the question?
Context In the financial world, a beneficiary typically refers to someone who is eligible to receive distributions from a trust, will or life insurance policy. Beneficiaries are either named specifically in these documents or they have met the stipulations that…
Fitness for retirement
Fitness – the quality of being suitable to fulfil a particular role or task Being financially fit has different meanings to everyone. Out of many entrants into a race, there are only one winner (sometimes a tie), there are those…