Cover for the Unexpected

Disability Cover

Life is what happens when you make other plans. Do not be caught off-guard. One of the important questions is: Do you have adequate disability cover?
Your greatest asset is the ability to work and earn an income. Protecting your earnings is thus a critical component of a comprehensive financial plan.

Why You Need a Will

Why you need a will

In H J Barker’s book, ‘The drafting of Wills’, he says that this is “one of the most solemn and sacred juristic acts a person can perform. A will represents a person’s last wishes, and allows him to give expression to his gratitude towards, his sense of responsibility to and his concern for the welfare of those whom he leaves behind.”

Tech Event – Estate Planning Slides

Why My Mothes Investments Failed

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Intestate Succession Act

Intestate Succession Act

[vc_row][vc_column][vc_column_text]I received a request to write a brief article about Wills. While considering this I decided that it would probably be more appropriate to commence with the Intestate Succession Act before sharing more comprehensively about Wills. A concern of many people is that the state will inherit their estates. Chances of this happening are extremely […]

Keeping your financial plan on track – consider TRUSTS

How to achieve financial goals earlier.

[vc_row][vc_column][vc_column_text]South Africans are experiencing the economic crunch in a real way. While the majority of citizens are increasingly struggling to put food on the table, more affluent individuals are re-evaluating financial plans and looking at different ways to secure savings and accumulated wealth. In this challenging and uncertain economic and political climate that the country […]

The relevance of Critical Illness Cover

[vc_row height=”small”][vc_column][vc_column_text] Can the true cost of cancer be a debt sentence? Have you ever considered the cost of cancer? Do you know how much the oncology benefit is on your medical aid? Does your medical aid pay for alternative treatments? In the case of breast cancer, will reconstructive surgery be covered? Will your medical […]

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God Bless and Happy Planning