by admin | Aug 23, 2018 | Blog
When it comes to Life cover, the market has traditionally only offered lump sum solutions. This one-size-fts-all approach carries with it a number of risks and is not always best suited to replacing a future income stream in the case of an individual’s death before...
by admin | Jul 20, 2018 | Blog, Financial Investments
If you are investing for the long term, you can benefit from tax savings on your investment return in our tax-free investment account. It is also a useful product for estate planning purposes. The maximum you can invest per year is currently R33 000, with a lifetime...
by admin | Jul 17, 2018 | Blog, Financial Planning
Beste Kliënt Met die regte toegeruste kennis, is jy gereed om die regte besluite te neem, wat weer jou finansiële toekoms beïnvloed. Deur op hoogte te bly van aangeleenthede soos aftrede, gesondheid, risiko en persoonlike finansies, is jy dus in die beste posisie om...
by admin | Jun 30, 2018 | Blog
Portfolio managers Andrew Lapping, Nick Ndiritu Fund description and summary of investment policy The Allan Gray Africa ex-SA Equity Fund Limited (the ’Fund’) invests in a focused portfolio of companies with significant business interests in Africa regardless of the...
by admin | Jun 20, 2018 | Blog
A combination of income and lump sum benefits for the children A child being diagnosed with a serious illness is every parent’s biggest fear and the emotional and financial impact can be devastating to a family. How would a parent afford being able to take time...
by admin | May 23, 2018 | Blog
Critical Illness Benefits is choice that needs to be made by everyone. Let Elsa Pienaar assist in making the correct decision.
by admin | May 9, 2018 | Blog, Financial Investments
The first quarter proved to be a difficult one with the Allan Gray Equity, Balanced and Stable Funds all delivering negative returns. The most significant detractors were the international investments (via the Orbis funds) and local equities. World markets fell 1% in...
by admin | May 7, 2018 | Blog, Financial Planning
2 May 2018 By Jaco Van Tonder, Advisor Services DirectorPensioners who buy a living annuity at retirement often consider their monthly expenses and draw an initial income that would cover these overheads. Thereafter, a common strategy is to increase the rand amount of...
by admin | Mar 27, 2018 | Blog
Marcelle is a true #21Lives hero! She lost both her legs in a devastating car accident at the young age of 23. Her inspiring story is one of courage and optimism, with a fairy tale ending. Her life-changing accident happened a few days after her policy was accepted,...
by admin | Mar 22, 2018 | Blog
Hier by Fin Tip Fiansieële Dienste hou ons elke jaar ‘n Vitality dag, waar kliënte in ‘n vriendelike omgewing punt kan maak en Vitlality status te bou. Met hoër status is die terugbetalings op die Discovery Lewenspolis en die Gesondheid Beskermer plan meer, asook...
