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We all know that the only two certainties in life are death and taxes. Even after we’ve gone, taxes are still levied against our estate. The more money we make, the more money the taxman looks to take. Tax can be a serious stumbling block in our financial mindset, especially when we think about all […]
If we don’t stand for something, we will fall for anything. Essentially, our actions will either result from what we choose, or what is chosen for us. Our days are packed full of communication and actions. From the moment we engage with our mobile device or open our emails, messages begin to stream in and […]
We often don’t worry about something until we realise that it’s limited. If we have lots of something, it’s a fortune. If we don’t, it can become a focus of concern and anxiety. Young children generally don’t worry about much if their needs are met. With access to their parents’ love, attention and confidence, children […]
“Remember the past, plan for the future, but live for today, because yesterday is gone and tomorrow may never come.” The best time to live is in the present. It’s easy to get lost in a daydream of how life could have been different or how good life used to be. It’s equally easy to […]
Have you ever gone down a rabbit hole on social media? You know, that moment when you see something triggering and you click on it, and then scroll down through the comments, becoming wholly engrossed in a conversation that turns out to be a waste of time and emotional energy. While we’re in that moment, […]
As financial planning conversations deepen and explore more value, we find ourselves moving from the empirical to the emotional, from processes to perceptions and from products to people. It’s an enlightening journey that takes us away from numbers and allows us to reflect and reconstruct our future planning approach. But, it’s also extremely challenging as […]
PPS is fast-tracking your clients’ new risk application journey to take the pain out of medical underwriting when applying for life insurance cover. Mingle Open will take the form of an underwriting concession to members that meet the below criteria, effectively opening up the well-known Mingle process, whereby certain members who qualify, can follow a […]
Making provision for one’s debt is an essential part of estate planning, and failure to do so can leave your loved ones financially compromised. Debt follows us to the grave, but understanding what happens to it thereafter is critical to effective estate planning. To a large extent, what happens to your debt depends on your […]
GET COVER WITH NO MEDICALS If you know anyone who has recently been underwritten by Old Mutual or any qualifying insurer and accepted at standard rates, is under 50 and has been vaccinated, now is the time to offer them cover of up to R6 million without medical tests. OFFER DETAILS Date: 4 October 2021 […]
An exchange traded fund (ETF) is a type of security that tracks an index, sector, commodity, or any other asset. It offers cost-effective access to indices across various industries and geographies. Offshore ETFs offer wide choice beyond our borders Marc Krom, Regional Manager at Glacier International, says that whether you’re a small or large investor, ETFs […]
