Blogs
Read with
Jean Williams
No ring, no rights – what every unmarried couple should know
Read with
Jean Williams
Building a retirement that lasts: Spend smartly and invest wisely
Read with
Jean Williams
The role of beneficiary funds in preparing young adults for financial independence
Insurance
Men’s health and financial confidence: Questions to ask your financial adviser
Men face high risks of cancer, heart disease and disability, often long before retirement. Asking your adviser about illness cover, income protection and family support can help you stay financially confident and protected if life takes an unexpected...
Retirement
Pension interest and marital regimes – what to know
Divorce can affect how retirement savings are divided, depending on your marital regime. Knowing how civil, customary, or religious marriages impact pension interest ensures you and your spouse are treated fairly and your assets are protected.
Financial Planning
Will you really be saving money on Black Friday?
Black Friday may look like the best time to shop, but inflated prices, interest costs, and distractions can derail your budget. Get practical tips to help you spot real deals, avoid debt, and spend with confidence this season.
Retirement
Leaving a legacy through life annuities: more than just retirement planning
Life annuities can do more than provide retirement income. By structuring income and combining it with life cover, you can provide ongoing support for loved ones and leave a lasting financial impact long after you’re gone.
Insurance
The ‘hidden’ cost of cancer
Cancer brings more than emotional stress—hidden costs like travel, special diets, wigs, and home care add up. Planning with medical aid, gap cover, and severe illness policies can ease the financial burden and let you focus on recovery.
Financial Planning
#SavingsMonth: How to achieve a savings mindset
Building a savings habit starts with the right mindset. Discover practical ways to prioritise saving, create realistic financial goals, and develop healthy money habits that can help secure your financial future.
Financial Planning
Tax-free savings plans: ticking many good investment boxes
Looking for a tax-efficient investment? Learn how tax-free savings plans can help you build wealth, save for the future, and enjoy tax-free growth on your investments.
Financial Planning
Securing your child's future: top benefits of education savings plans
Secure your child’s future with an education savings plan. Start early, benefit from compound growth, reduce financial stress, enjoy tax advantages, and give your child more options for higher education with peace of mind.