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All that glitters is not gold

Investors are seeing the longer-term potential of platinum group metals.

The process of applying for an administrator for a loved one’s estate

There are two options available for the appointment of a third party to manage the affairs of a mentally incapacitated person.

What are we teaching our children about money?

If we can start having real conversations about money with our children from a young age, we can take the stress out of financial planning for them before it is too late.

Mid-February economic report

Year to date, the JSE Alsi returned a staggering 8.14%.

Your insurance policies and estate duty

Getting the estate duty implications of your life assurance policies wrong can have severe consequences for your estate and your loved ones.

Have you considered a phased retirement?

What you need to consider as you slowly ease into retirement.

When your spouse has dementia

Planning for loss of mental capacity.

10 ways to maximise the benefits of your tax-free savings account

The tax benefits of TFSAs are indisputable.

Implications of changes to our tax laws

There were three very important changes that will affect most individuals in South Africa.

First-time investing: setting up your retirement annuity

A step-by-step guide on how to choose and set up an RA that is appropriate for your needs and circumstances.

The impact of Regulation 28 on your retirement funds

Regulation 28 essentially limits asset managers’ allocations of retirements savings to certain assets classes.

Never let a good crisis go to waste

How offshore investing can and should be done.

Re-evaluating the costs of education in the face of a pandemic

Exploring the costs of the various schooling options available for parents.

Why consider a life income as opposed to a life cover lump sum?

A life income product can effectively be used to ensure successful financial planning.

The A-Zs of retirement annuities

Helping you navigate the minefield of this retirement product.

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