What happens when you die without a valid will?
Fortunately, our legal system provides for freedom of testation which means that the person writing his will can provide for the distribution of his estate…
Ultrafin
Meeting with a Financial Advisor for the First Time? Here’s What to Bring
You’re ready to get organized, grow your money and get a jumpstart on big goals like retirement, paying down debt or even that family vacation…
It’s a New Year with many new opportunities and challenges.
Lets stat the year with a financial planning process. We can identify your goals and set targets to meet them. Firstly, we will talk about…
Your Second Marriage Financial Planning Checklist
Second (or third) marriages come with a special kind of optimism and the chance for a new “forever after.” But they also typically come after…
5 Crucial Planning Steps To Take Before You Retire
There tends to be a lot of excitement in the air as one approaches retirement. Contemplating how to spend one’s golden years represents the culmination…
Kan jy gemaklik aftree?
Mense wat dink hulle het genoeg vir hul aftrede gespaar, besef nie altyd hulle kan tot ‘n derde van hul lewe as afgetredenes deurbring nie….
Why you need an emergency fund.
Most South Africans do not realise the importance of having an emergency fund until they need some extra cash. Yet, building an emergency fund is one of the most important steps in taking control of your…
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…
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….
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…