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Reviewing your personal financial plan at the end of the year helps you to end of the year knowing exactly where you stand with your finances and it helps you strategize for the year ahead.
Our financial advisors are equipped with the knowledge and experience to help you maintain a level-head during stressful economic times, preventing you from making hasty decisions in critical moments.
You’ve heard about gap cover but you might still be wondering why you would need it if you are already a member of a medical aid.
In this article, we discuss gap cover and everything you need to know about it, including what it is and why it could be a smart financial decision to make for you and your family.
During the estate planning process, it’s important to be aware of the fact that there are certain assets that cannot be included in your will.
These are known as non-probate assets, or assets that pass outside of will. For better understanding of the term non-probate, we can look at what probate means.
When we were younger, financial planning was easily the last thing on our minds. However, as we grow older, we realise how important it is to ensure we have a stable financial future.
What’s more important, is making sure you take into consideration the criteria your financial advisor should meet, before you hire them.
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