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 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...
