We're here to plan your future
One of the most important questions when planning for retirement is: “How much do I need to save each month, and how much time do I have?” The earlier you start saving through a Retirement Annuity (RA), the more time your money has to grow. This is largely due to the power of compound growth […]
🌞 Financial Adviser Institute Monthly Newsletter Issue: Summer Edition – Smart Saving & Future Planning Summer is here! ☀️ A season of holidays, family fun, and relaxation also brings opportunities to think about smart spending and planning for the future. In this edition, we share tips to stretch your money further, and ways to teach […]
We’re proud to launch our Female Risk Cover Campaign – an initiative dedicated to closing the insurance gap for South African women and ensuring they receive the protection they truly deserve. Too often, women remain underinsured, despite playing crucial roles as breadwinners, caregivers, and professionals. This campaign is designed to change that. By empowering women […]
Companies offer different premium patterns for the financing of life cover. In the following, I am going to discuss the two above-mentioned premium patterns and their implications on long-term insurance planning. Before I get into further detail, please take a few minutes (7 minutes, to be precise) to watch the below video: https://www.insurancefundi.co.za/how-to-pick-the-right-life-insurance-premium-pattern/ Compulsory Age-Related […]
The Global Enhanced ESG Return Note is a five-year 100% ZAR capital guaranteed investment linked to the BNP Paribas Solactive Sustainable Development Goals World Risk Controlled 8% EUR Index (”The Index”). The investment objective is to provide enhanced participation in The Index within a 100% ZAR capital protected investment, while also avoiding any volatility in […]
TJ Naidoo (not her real name) works in a hospital in the Durban area and, sucked in by the buzz around bitcoin, decided she wanted to make some extra money to supplement her income. She logged on to Facebook and started searching. Before long, she came across this guy: Source: Facebook Chris, it turns out, […]
As motherhood and entrepreneurship are often two sides of the same coin, many momtrepreneurs are learning that it’s entirely possible to take critical time off to care for their little ones while still maintaining a healthy business. The biggest worry, especially for women entrepreneurs who are the lifeblood of their businesses, is whether they […]
An account designed with you in mind You get the benefit of both a transaction account and a credit card account, joined by a single credit facility to split between your credit card and overdraft as you like. You get up to 55 days of interest-free credit on select credit card transactions. Your monthly […]
