Over the past three decades the role of professional planner has developed to the extent that he now fulfills the roles of mentor, guide, co-strategist and trusted advisor to the client and the client’s extended family. More and more clients… Read More ›
In tough economic times, those in already-tenuous financial positions can experience heightened anxiety which in turn can intensify financial tension between couples and other members of the family. Whilst most people tend to worry about money from time-to-time, there are… Read More ›
Far from just drafting a Will and reducing Estate Duty, there is a lot more to Estate Planning than many people realise. It is a complex area of financial planning that requires financial, legal and tax expertise if you intend… Read More ›
Having a Will is not the privilege of the impossibly wealthy. It is the right of every South African who wishes to plan their legacy while they are still alive. Anyone who has assets and/or minor children, and who wishes… Read More ›
Like an annual dental check-up or a long overdue vehicle service, taking stock of one’s financial position is an activity which is at best tedious, and at worst depressingly alarming. Tedious because, no doubt, sorting through benefit statements, policy documents… Read More ›