All articles

Changing from one medical scheme to another - effortlessly
It’s important to regularly assess your insurances to ensure they offer the best value for money, and are the best fit for your current needs.

What happens to your retirement annuity if you cash out early?
You can’t plan for everything in life. As prepared as you may be, there will inevitably be times when you will deal with unforeseen circumstances.

The importance of having a valid will
A will ensures that your affairs are dealt with properly when you die. This article explains what a valid will is, and why it should be reviewed regularly.

How an emergency fund can help during load shedding
We consider what an emergency fund is, and how you can use it to buffer the impact of load shedding.

How to create a trust for your children
This guide explains what a trust fund is, how it functions, and the benefits of creating one for your children.

Why do you need a living will?
A living will sets out your desired medical care should you become incapacitated and unable to communicate. This article examines the importance of having a living will.

5 Questions to ask when choosing a medical scheme
Deciding on the best medical aid policy for you and your family is a mammoth task. This article can assist you to make the correct decision.

What happens to your debt when you die?
What happens to our debt when we die? We consider different scenarios, and the role of financial planning in creating a debt-free legacy.

The secrets to a successful stokvel
This article investigates the pros and cons of stokvels, and considers how stokvel groups can boost their finances.

Why financial freedom matters, and how you can achieve it
Everyone has their own idea of what financial freedom means. We consider its value, and the steps you can take to achieve it.

Encouraging your employer to support your CSR cause
Many community projects struggle to secure funding. We consider how to encourage your employer to help finance these projects.

Should you take out a loan to cover funeral expenses?
We look at the cost of funerals in South Africa, and we consider whether it’s worth taking out a personal loan to cover any shortfalls.

