by admin | Jun 8, 2015 | Blog
Trusts are an alternative to wills as a means of distributing a person’s assets. A person who places his or her assets in a trust is known as a settlor. Trust planning is vital, because trusts are more complex legally than wills, and settlors can lose control of their...
by admin | Jun 1, 2015 | Blog, Financial Investments
Are you new to the world of investment? If so, you are probably wondering about the meaning of risk management and how this strategy could affect your financial resources. Risk management in financial investments refers to the identification and analysis of...
by admin | May 25, 2015 | Blog, Financial Planning
The two most common ways to plan for the distribution of one’s wealth after one’s death are: a) Via a will b) Via trust planning Most people are familiar with the basic principles behind wills and how they work. However, fewer people know about trusts, and even fewer...
by admin | May 19, 2015 | Blog, Financial Planning
Every individual with a savvy financial sense knows that their investments in the right pension fund will contribute to their comfortable life after retirement. With a personal pension, you are making regular payments known as contributions into your chosen pension...
by admin | May 12, 2015 | Blog, Pension Funds
Have you ever thought of how hard you have been working all your life? Have you ever had that moment, wherein you realize you deserve to enjoy everything for which you worked very hard? Well, you are one of the millions of dedicated employees who need to kick off...
by admin | May 5, 2015 | Blog, Financial Planning
If you are someone who is in his or her 50’s and is looking down the road towards retirement, the best plan of action to follow is to be very careful with your savings. What should you do, though, if you inherit a reasonably large sum of money due to the passing...
by admin | Apr 28, 2015 | Blog, Financial Planning
Dying and death are inevitable – and the sooner you can accept that, the better the results of your trust planning with a professional planner will be. Keep in mind, too, that making your final arrangements for your end-of-life phase is not just about making the...
by admin | Apr 20, 2015 | Blog, Financial Planning
Financial vulnerability is one of the greatest challenges women face today, according to Italia Mabula, head of segment and value proposition development at Old Mutual. While South African women have more opportunities to be leaders than previous generations, they are...
by admin | Apr 14, 2015 | Financial Investments, Financial Planning
Your 20’s may not seem like the right time to start making financial investments. You believe that you have plenty of time and your time will be better spent planning your career, finding a mate, and making other major life decisions. But while you may have...
by admin | Apr 6, 2015 | Blog
Investing can be confusing. It involves understanding economics, risk analysis, long-term projections for markets and trends and even then, it can still be a rising success or an unmitigated failure. Most people do not want to handle the constant research and changes...
