If you’re a high earner in South Africa and thinking of moving your estate into a trust, read this first. These estate planning alternatives could save you a lot of hassle and millions of rands.
By creating tax efficiencies, you can make sure you pay SARS only what you owe and not a cent more. How many of these can you tick off?
If you’re looking for someone to help you manage your finances, you may see financial planners and financial advisers pop up in your search. Wondering who does what? Here’s a simple explanation.
Waiting until you retire to start financial planning? This 55-year-old thought he had 10 years until he could leave corporate. Here’s exactly how he cut that time in half.
A free cover limit is the closest thing you get to a free lunch when it comes to employee benefits. Here’s what it means and why it matters if you just got promoted.
Leaving your current employer? If your corporate benefits have something called a “conversion” or “continuation” option, here’s why it’s a good idea to take it.
If you’re one of the many South African executives who never read their company benefits statements, here’s how to prevent a very expensive mistake.
Passing on wealth is about more than structures. True legacy comes from sharing the values, wisdom and confidence to manage it well.
When we build a financial plan, we naturally spend most of our time looking at the horizon.
There's a psychological trap that catches almost every successful person we meet: the moving finish line. Feel like you're constantly waiting for “someday” to enjoy what you've built? This is for you.
Have you ever thought about retiring TO something, not just from something? We spend our entire working lives focused on the mechanics of retirement.
When we sit down to discuss finances, the natural instinct—is to get straight to work. We want to be productive.
