Financial Education

The last few weeks have seenwhat is hopefully, a point of maximum pessimism for our political and economic future. Land Expropriation Without Compensation, threats to the Reserve Bank’s independence,  Eskom…

The debate around Gap cover in South Africa seems to have finally reached a conclusion, with the new demarcation regulations having taken effect from 1 April 2017. At long last, it…

Just get it done! Why YOU need an up-to-date Financial Needs Analysis! If you are like most people, the demands of work and family on your life seem to be…

DO THESE PEOPLE EVEN SPEAK ENGLISH?! Test your knowledge of medical aids with this quick test – simple Yes or No answers please… Are you currently finding yourself with an…

Financial forecasts have never been more depressing, and South Africans are feeling the pinch in all aspects of life. Wherever you turn, it seems that prices are spiralling out of control,…

I often deal with clients who, when joining a medical aid, do not understand why waiting periods or exclusions have been imposed on their membership.  Medical aid waiting periods can sometimes…

As of 1 March 2016, the government has changed the Tax Deduction Rules for contributions to retirement funds. This article will explain the benefits of reviewing your retirement plan, and how you…

Do you know the difference between a Hospital Plan vs Medical Aid? There’s no disputing the fact that being a member of a medical aid in South Africa is expensive. When…

Many people either have an out-of- date will or no will at all. This can leave your family at best, inconvenienced, and at worst suffering severe financial hardship should you…