#FinancialPlanning

What Is Wealth Planning

WHAT IS WEALTH PLANNING? There are two things in life we can be sure of: 1 - There will be unforeseen events, and 2 - It's up to each of...

Spring is here!! Too most this is the time to clean up your home and closets!! Why not look at doing a spring cleaning of your finances?...

The reality of economic inequality in South Africa is a pressing social issue that needs to be addressed on many fronts, but an...

They say two things are certain in life – death and taxes. But if there’s one thing the ‘Life Surprises’ survey conducted by Sanlam a...

Life insurance is one of the pillars of personal finance, deserving of consideration by every household. I’d even go so far as to say...

I am an independent financial advisor, taking on a holistic approach to financial planning. Looking at wealth protection as well as...

Most South Africans don’t know how much money they will need in retirement. The World Bank reports that less than 6% of South Africans...

In your 40s your long-term commitments, like a home and family, are likely to be dominating your life. Making the right financial plans...

If you are inspired to save or invest, but paralysed because you don’t know enough to get started, don’t feel alone. The recently...