Health care breakthroughs mean that we are living longer, healthier lives. However, the uncertainty of life means that there could come a time when you might no longer be able to advocate for yourself and your healthcare choices.
Financial planning and advice
Take a look at our latest articles listed below.
Divorce Amendment Bill 2023: South Africa
A Constitutional Court ruling in June 2022 found the Divorce Act of 1997 inconsistent with the South African Constitution, as it caused legal disparities and discrimination against the rights of individuals in certain unions. The draft Divorce Amendment Bill of 2023 rectifying the Constitutional Court’s concerns was recently approved by the South African parliament.
South African Trusts 2023: two important changes in the Law
With an increasing number of South Africans living distributed across the globe, Zoom meetings and non-resident tax status are increasingly common for South Africans.
Income Funds: crucial, but only part of a diversified Investment Strategy
Uncertain times both locally and globally mean that South African investors are in search of stability. As a result, income funds are having a moment – let’s take a look at why that is, and whether it’s important for your own investment strategy.
Career Women: Financial Planning Priorities
In 2023, as a career woman in South Africa, we hope you are making professional waves for all the right reasons. We’re delighted to see women leading in business and entrepreneurship…
Come-back kids cause a boomerang-generation headache for parents
Meet the ‘boomerang generation’ – young adults in their 20s and early 30s living with their parents. There might even be one on your couch.
Crypto’s Dirty Secrets
Cryptocurrency has a downside that is very relevant to the real world: it uses a lot of energy. Given our ongoing concern about the health and sustainability of the planet and how climate change...
Debt management: profit by curbing your borrowings
While a lack of debt management can be financially crippling, there are certain occasions that require nearly all individuals to borrow money.
Disruptive Technology: How to Harness it to your Investment Advantage
Since March 2020 we have all become overly familiar with personal disruption in a variety of forms…
Do South Africans need an offshore will for their offshore assets?
If you are a South African who owns foreign assets, you may be asking whether you need a foreign will to administer your offshore assets effectively. Whatever the form of your foreign assets -...











