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.
Why is Medical Aid Important?
Medical aid is a health insurance product that covers the costs related to healthcare. The product provides protection against the hefty bills that occur after medical procedures as well as your day-to-day medical expenses.
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.
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?".
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.
Do I need a Will?
When considering Life Cover one should also be aware of the ins and outs of Wills.
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?
Life Stage Planning for 30s – 50s
There are so many different things pulling you (and your money) in different directions. What should you be focusing on now?
Recovering Financially from Lockdown
For many people, 2020 and 2021 was a time of huge loss; specifically financial loss. For others it was a gain of family time, a few grey hairs, meetings in your PJ's and for some, a great financial gain!