Our Blog
Payment holiday: should I take one?
Many banks in South Africa are now offering payment holidays. Standard Bank, FNB and Absa to name a few. This has been put in place to allow consumers that are low on cash during these uncertain times to have a break from their debt payments. Many South...
Key Differences Between Funeral Cover And Life Insurance
For so many people, things can get a little bit confusing when it comes to knowing the differences between Life Insurance and Funeral Cover. Where does the one begin and the other end? How can these different types of cover benefit you or your loved ones, and which is...
Avoid Cutting These Important Expenses
Wondering where and how to trim your expenses? These aren’t easy choices to make, and cutting certain costs may end up costing you far more in the long run. So, we took a look at some of the most important expenses to avoid dispensing with. With most of the world...
Finansiële besluite wat so gou moontlik geneem moet word
Wanneer mens jonk is, voel dit asof jy eindelose tyd en energie tot jou beskikking het. Siekte en dood is gebeure waaraan jy selde dink. Kenners waarsku egter daarteen. Benewens aansluiting by 'n mediese fonds en pensioenfonds (wat dikwels deel van 'n werkgewer se...
Noodsaaklike finansiële kennis vir elke jong volwassene
Om die volwasse wêreld te betree en grootmensbesluite te moet neem, kan wees soos om 'n fietsresies met oefenwieletjies te probeer wen. Wanneer jy 18 word, kan jy skielik rekeninge open, kontrakte teken en skuld maak. Die mark is goed hiervan bewus en weet ook goed...
Financial Planning Process
When you engage the services of a certified financial planner, you can expect to go through a specific process so that the planner can identify and meet your goals. Steps in the Financial Planning Process Be prepared for the following process when you engage the...
How to merge your finances as a couple
Being open and honest can strengthen your money management skills as well as your relationship. It may feel like there is never a good time to discuss finances with your partner – married or unmarried – but it’s necessary. And an important issue that needs to be...
Can an Email Instruction Constitute a Will?
Staying on top of your ‘admin’ can be tough, especially when life gets busy. Whether your driver’s license is nearly due for renewal or tax season is looming, we sometimes slip up and fall behind on getting important to-dos sorted. One item that should never be left...
Overstretched Budget? Nail Your 2020 Finances
Many South Africans are caring for their parents and children, which can make it tricky to save sufficiently for retirement. It’s still early in the year, so perhaps now is the perfect time to consider how to ‘nail’ your finances for the year ahead. Your financial...
People save little, but have high expectations of retirement income
A recent survey by Just Retirement Life found that more than 60% of the respondents have less than R1 million in retirement savings, but quite high expectations about the income they will be able to draw from it in retirement. The industry ‘rule of thumb’ holds that...
Season’s Greetings 2020
BESTE KLIëNT Ons wil van die geleentheid gebruik maak om u te bedank vir u lojale ondersteuning gedurende 2019. Koester hierdie Kerstyd saam met u familie en vriende en moenie die geleentheid misloop om hulle lief te hê nie. Dis ons wens dat u almal ‘n besonder...
Eight ways to start saving successfully
Ever faced a financial emergency but not had the funds at hand to get it started? Or have you wanted to save for something big but struggled to get going?Help is at hand. Here are eight ways on how to start saving and get into the savings habit:Pay off...
What happens when you die without a valid will?
Not an easy picture to absorb. So don’t delay and call Charl Oosthuizen today to ensure this is taken care of.
How to Plan for The Future No Matter How Old You Are
To plan your future always seems so unnecessary until you have reached this day. Then it’s too late. Call and book a free consultation with Charl today!
