My Employee Benefit Solutions
We will help provide you and your employees with suitable medical cover and guaranteed income protection in the event of sickness, as well as a comfortable retirement.
Planning tools and activities include:
- Retirement funds
- Health care provision (medical aids)
- Group life and disability cover
- Group funeral benefits
What are my investment options?
MONEY CLINIC: I have R5m to invest. What are my options to ensure a salary of R30 000? A Fin24 reader who has inherited R5 million in a savings account is looking to invest [...]
Trusts in a Nutshell
A trust is an agreement between an owner of assets and trustees. In terms of this agreement, the trustees undertake that they will administer the trust's assets with the necessary care [...]
TRUSTS – QUO VADIS
In my capacity as Fiduciary Attorney and Estate Planner I regularly encounter the question – are trusts still viable tools in the estate planning arena? Are Trusts on the way out? [...]
5 Reasons to be optimistic in 2019
Last year was a tough year politically, economically and of course on financial markets. Though 2018 started on a high, the mood quickly soured. ‘Ramaphoria’ brought a new mood of optimism around South African [...]
Disappointing Returns in Volatile Markets
DO WE NEED TO PANIC? Or if you are, like most of us, dependent on the outcome of your investment strategies to achieve your goals and the markets go haywire as they currently do, [...]
What is the value of advice?
Or to ask the question in a different way: how do you quantify and measure the value of receiving good financial advice? Simply put, the value of a Financial Planner adds to your financial [...]
After the Downgrades – Old Mutual Investment Note
Since the official announcement of South-Africa's ratings downgrade to junk status, many theories; concerns and questions have been raised with regards to what this means for the average citizen and our local economy as a [...]
16 Medical Scheme Terms And What They Mean
S If you’re joining a medical scheme for the first time and you’re trying to understand the terminology, you will be forgiven for thinking that you’ve landed on another planet. Some of the [...]
Estate Planning Checklist
When you read through the following points think about them in the scenario where you have just had a major stroke or from your loved-one’s perspective one week after you have died. If you feel [...]
Trusts – friend or foe?
The 2017/8 budget speech and the concomitant amendments to the Income Tax Act contained a series of unpleasant changes for the law abiding South African taxpayer. It ranged from fiscal drag to the introduction of [...]