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Identifying and Prioritizing Your Financial Goals
Setting clear financial goals is a crucial step toward achieving financial security and independence. Without defined objectives,...
Aug 113 min read


The Role of Strategic Planning in Achieving Financial Goals
Strategic planning is a critical process that helps individuals and businesses set clear financial goals and create actionable steps to...
Aug 54 min read


Are you pinning your financial future and retirement on winning the lotto?
As of the publication of this article, the Powerball is sitting on an estimated value of R113 000 000. Yip its not a typo, its a...
Aug 12 min read


Big Changes Ahead: Courts May Override Antenuptial Contracts in Divorce Cases
South Africa’s laws around divorce and property are about to change – and the impact could be significant for couples who are married out...
Jul 213 min read


US Tariff Increase on SA Exports
South Africa is part of some qualifying African Countries whom form part of the African Growth and Opportunity Act (AGOA) agreement with...
Jul 93 min read


How Professional Guidance Can Improve Your Finances
Managing your finances can be a daunting task. Whether you're trying to save for a home, invest for retirement, or simply pay off debt,...
Jul 84 min read


Identifying Your Key Financial Goals and Priorities
Financial goals are essential for anyone looking to manage their finances effectively. They provide direction, help prioritize spending,...
Jun 124 min read


Understanding Rand Cost Averaging in Investment Portfolios
Three major insurers claims published for 2024, unpack the correlations and increases year on year, which will give you a deeper understanding of the importance of the role insurance plays in our day to day lives.
Jun 72 min read


What South Africa’s 2024 Life Insurance Claims Reveal About Our Health Landscape
Three major insurers claims published for 2024, unpack the correlations and increases year on year, which will give you a deeper understanding of the importance of the role insurance plays in our day to day lives.
Jun 54 min read


Essential Financial Planning Tips for Every Stage of Life
Financial planning is a crucial aspect of managing your finances, enabling you to achieve your goals while securing your future. Whether...
Jun 23 min read


Why Human Connection Matters in the Claims Process
How an Income Protection Claim Reminded Me Why Financial Advisors Still Matter Earlier this week, a claim we submitted on behalf of a...
May 292 min read


Buckle Up: Why Insurance Is More Than Just a Nice-to-Have
Every time you get into your car, what's the first thing you do? You buckle up. Not because you're expecting an accident, but because you...
May 213 min read


Preparing for a Comfortable and Secure Retirement
Retirement should be one of the most rewarding phases of life. However, to ensure a comfortable and secure retirement, preparation is...
May 193 min read


Building Long Term Wealth
Investing is a powerful way to grow wealth beyond what savings accounts offer. For beginners, start with education and caution, then...
Apr 302 min read


A Guide to Understanding Wills and Estate Planning
Understanding the structure of a Will and the importance of Estate Planning, ensures you make informed decisions on the structure and distribution of your assets.
Apr 225 min read


Key Insights into Business Assurance Agreements
Business assurance agreements play a vital role in the financial stability and operational longevity of companies. They help business...
Apr 145 min read


Surge in Suicide-Related Life Insurance Claims Highlights Mental Health Crisis
In a sobering reflection of South Africa’s deepening mental health crisis, suicide-related life insurance claims surged by 62% in 2024 ...
Apr 114 min read


VAT has been increased. What you can expect
Government has announced the implementation of a phased in approach to the VAT increase. Find out how this will impact you
Apr 23 min read


Why Life Insurance Is Essential for Your Family
Life insurance is a vital financial product that provides peace of mind. It ensures that your loved ones are protected, in your absence,...
Apr 14 min read


Planning for Retirement: Understanding the Role of Pension Fund Trustees
Planning for retirement is one of the most important financial journeys anyone can undertake. Retirement products like pension funds,...
Mar 263 min read
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