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With the year coming to a speedy end, we thought it would be wise to share some tips on how to spend your bonus this year. Spoiler alert – we don’t want you to spend it at all. Instead, we want you to use it in ways that will help you reach your goals.
Although there are countless benefits of working with a financial planner, we are going to look at four that stand out, especially when it comes to retirement planning.
We often get asked “how late is too late to start saving for retirement?” The simple answer is that it’s never too late. No matter how late you start saving, or how much you save, every bit counts towards a more comfortable retirement.
One of the biggest concerns faced by aging individuals is not only if they have enough money to retire, but also if they will need to retire in a place that can take care of them should their health deteriorate.
Having enough money to retire comfortably is something that everyone worries about. But the question we should be asking is “how can I make sure that I am financially prepared for retirement?” In this article, we discuss the benefits of a retirement annuity in South Africa.
Car insurance is one of the most important types of short-term insurance you can have because there is a certain degree of risk that comes with owning your own car. In this article, we discuss car insurance in South Africa, what it covers, and why you should have it.
Nobody is immune to loss of income. Anyone can be retrenched, fall ill, or suffer serious injury which renders them incapable of fulfilling their employment duties. This strips away your ability to earn an income and ultimately puts you at risk of additional loss such as repossession of assets.
Life insurance and funeral cover are things that everyone should think about. However, it’s important to note that there is a difference between these types of long-term insurance.
The purpose of insurance is to protect you from huge financial pressures as a result of some kind of loss. It could be loss of a loved one, your job, your physical abilities, your car, or your house. Either way, losing one or more of these things can incur tremendous costs.
When financial plans focus on a client’s personal goals instead of arbitrary benchmarks, it creates motivation and satisfaction. For these reasons, and because many investors appreciate the level of personalisation of goals-based financial planning, this approach is gaining popularity.
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