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 to be able to win 7 games in row. One loss in the pool stages […]
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 I would like to agree with the statement, I’m not sure if he actually came […]
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 meaningful life and travel was a very popular topic. We were so overwhelmed by the […]
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 make them eligible for whatever distribution is specified. – Investopedia. Life policies (Including Unapproved […]
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 who are super competitive and finish in the top-ten or twenty and there are the […]
