by Sarah Coetzee | Aug 27, 2020 | Financial planning and advice
Personal financial planning may seem like an obvious and necessary activity for men and women alike. The reality, however, is that men historically have taken the lead in this sphere while women took more of a backseat. But women have evolved and changed over the past...
by Sarah Coetzee | Apr 14, 2020 | Estate planning, Press
Morné Bezuidenhout CFP®, director and wealth manager at Netto Invest, discusses preserving the value of your estate in this Business Day article. He explains how you can plan to preserve the value of your estate by making sure you nominate beneficiaries. But...
by Sarah Coetzee | Feb 5, 2020 | Financial planning and advice
With nearly 10 million new cases of dementia being diagnosed globally each year, planning for the possibility of developing dementia is becoming increasingly important. Typically, we make provision for our retirement, medical needs and family affairs, but planning for...
by Sarah Coetzee | Aug 4, 2020 | Financial planning and advice
This is a great time for a first-time buyer to get on the property ladder. Perhaps you are fortunate to still have a secure job and you’d like to buy a property? With interest rates being the lowest they have been in decades, it’s certainly the right time to consider...
by Sarah Coetzee | Oct 26, 2020 | Estate planning, Wills
Millions of South Africans do not have a valid will in place. This could lead to some unintended consequences on their death that affect the loved ones they leave behind. National Wills Week promotes drafting a will National Wills Week, an initiative started in 2007,...
