Money Management ‘Boxes’
To manage our money better we need to divide it up into manageable boxes. We start by putting our expenses into groups according to their characteristics.
Money Management 101
A budget is your plan on how to save and spend your money. We prefer the term money management because the word budget for can be scary.
Understanding Cyber Insurance: What It Is and Why You Need It
Understanding Cyber Insurance: What It Is and Why You Need It. Learn how to protect your digital assets from data breaches, cyber extortion, and more.
Important Tax Season Dates
During the tax season, there are different cut off dates for different taxpayers. It is important to know when these dates are, so that you can submit your returns on time and also so that you can plan your investments to maximise your money too.
The Financial Check-Up: Why Regular Reviews Are Key to Your Success
We all know the importance of taking care of our physical health, but what about our financial health? Regular financial reviews are like annual physicals for your money. They help you stay on track and identify areas for improvement.
How much Life Cover do I need: A Comprehensive Guide
Death, like taxes, is unavoidable, but most people prefer not to think about it. If you have loved ones who rely on your income, you need to ensure that they are financially taken care of, even after you pass. This brings forth the question, "How much life cover do I need?".
Should I have Funeral or Life Cover?
Should I have funeral or life cover? Despite what many think, funeral cover is not always the cheaper option. Oftentimes for the same financial amount, life cover offers greater benefits.
Getting My Life in Order
Getting your life in order is a process where you consolidate all the important information that loved ones should be aware of should something happen to you.
Benefits of Life Cover
A case study looking at Sipho's Life Cover and how expecting a second child has impacted the amount of cover he needs and why he called us.
Best Insurance Comparison
Can I just stick to my usual provider or does it actually make a difference to shop around for quotes?
Life Stage Planning for 50 and up
What should the 50 plus age group be focusing on financially? What should we be doing now to safeguard our future? What happens if things don’t go according to plan?