"A Will is relevant to anyone with assets or people they want to provide for, regardless of their age or income. You do not need a large investment portfolio for your wishes to matter. A home, savings or possessions may represent years of work…
“The key question is not whether the withdrawal was right or wrong, but whether the event that triggered the withdrawal requires a deeper look into the financial affairs of that particular client,” says says Keith Peter, Advice Manager for Old…
“Investors of the now and the future are acting very differently to those of three, four or five years ago; we need to understand that they are sense checking our work in ways that can pull it apart,” says Dan Haylett, CFP® and director for…
"The survey shows that while 86% of parents are actively thinking about education costs, fewer than half have a clear strategy in place to fund those costs over the long term. Many parents recognise the importance of education, but planning…
"Cohabiting partners have no automatic right to inherit from each other without a valid Will, and stepchildren generally have no legal claim to a deceased estate or to medical aid unless they've been formally provided for. These aren't rare…
"Many people still feel uncertain about financial matters. Rising living costs, unexpected emergencies and competing priorities continue to erode long-term savings. Even those with the best intentions often find themselves sacrificing tomorrow…
"The Tax-Free Savings Account (TFSA) is one of the few vehicles that offers ordinary savers a clear, structural path to growth. Its value lies not in the financial complexity, but in its ability to reward patience, discipline, and a long-term…
"A person may, for example, leave behind a home, investments or other valuable assets, but those assets cannot always be converted into cash quickly or easily. If there is not enough liquidity in the estate to meet its obligations, assets may…
"A comprehensive estate plan should reflect the way we live today. By including digital assets in your estate planning discussions, you can help ensure that your wishes are respected, important information remains accessible and your loved ones…
“Not only does a will determine the conditions under which the people you care about can benefit from your estate, it also appoints critical roles – such as guardians for minor children and someone you trust to administer your estate according…
"DebtBusters’ Q2 2026 Debt Index reported a significant increase in young people applying for debt counselling. This signals that financial stress is affecting South Africans earlier, as they enter adulthood in a much more expensive environment…
Financial planning isn’t only about saving and investing. It is also about protecting what you have, preparing for unexpected changes and making sure your finances support the life you want - this was a key theme across the FPi MyMoney123 sessions…
"The first step in building household resilience is understanding your baseline cost of living. Dual-income households often slide into lifestyle creep, blending non-essential lifestyle choices with core survival costs," says Aubrey Faba, Provincial…
"Patience and long-term thinking can be powerful investment strengths. But caution has its own risk. Over time, we need growth assets to help our money beat inflation. A money market investment may feel safe, but it is unlikely to deliver the…
Insurance Biz is a New Africa Busines News Services (NABNS) publication launched in 2013 to focus on the insurance industry, investments, financial planning, employee benefits etc. It remains a great resource of news for industry professionals, and for those who seek to learn about the financial sector developments.
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