Lize de la Harpe, Senior Legal Advisor at Sanlam Corporate Introduction Although section 2B of the Wills Act, 1953 came into operation roughly 30 years ago, it remains a...
Review your estate plan to ensure compliance with changing laws
Godwin Magosha, a Fiduciary Specialist at Private Clients by Old Mutual Wealth In this era of unprecedented wealth accumulation, long-term, strategic estate planning has become...
Revving up your retirement endurance race
Pieter Albertyn, Head of Product Solutions at Momentum I’m not a big motorsport fan, but the Dakar race fascinates me: the excitement but especially the endurance. And I can’t help...
Interest rate cuts: A great time to trim down that festive debt
Sebastien Alexanderson, Head of National Debt Advisors In a significant move, the South African Reserve Bank (SARB) announced yesterday that it has cut interest rates by 25 basis...
Legacies of love: how planning can shield your family from your debt
Advocate Sankie Morata, CFP and Chief Executive of Sanlam Trust In South Africa, about 20 million people, or half the working population, have active debt. Many may not realise that...
Think you’ll retire at 65? 80 is SA’s real retirement age
Kanyisa Mkhize, CEO of Sanlam Corporate Most of us think we’ll retire at 65. However, the reality is quite different. According to Sanlam Corporate’s internal member data, South...
The prospect of early retirement: a cautious consideration
Ilze van der Berg, Managing Director at Phoenix Financial Benefits The idea of retiring early, at 55, is undeniably tempting, but it requires careful thought and planning. For most...
Don’t overlook ETFs as part of your retirement planning
Duma Mxenge, Head of Business and Market Development at Satrix* Could exchange traded funds be South Africa’s next big retirement trend? As people plan for retirement, exchange traded...
Healthcare financial planning resolutions for 2025
Martin Rimmer, CEO of Sirago Underwriting Managers As we step into 2025, families are diligently re-evaluating household budgets, distinguishing the "must-haves" from the...
Retirement planning through different life stages
Robyn Laubscher, Advice and Product Specialist, PSG Wealth Retirement planning is essential at every stage of life, but the focus will evolve as circumstances change. It needs...
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