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By 17 May 2012

So you’ve just splashed out on a brand-new Apple iPhone 4S  have you?
Problem is that it’s a lot of money to be carrying around in your pocket.
Can you imagine walking out the cellphone store, without insurance nogal, and then dropping the phone in the toilet?
So as you sign that 24 ...

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Thumbnail image for Can I “Top-Up” My Medical Aid Savings?
By 9 May 2012

“Brendan, my medical aid savings has run dry, what are the medical aid’s banking details so I can transfer some money and “top-up” my account?” If you belong to a medical aid scheme and you don’t know the answer to this question then please take a minute to read the ...

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By 7 May 2012

So when it comes to financial planning, what on earth does capital gains tax have to do with dying?
Well, as it turns out…quite a bit unfortunately!
You see before we can get around to winding up the estate and dishing out assets left right and centre, we need to wind up ...

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Thumbnail image for Do Ex-Patriots Returning To SA Pay Late Joiner Penalties?
By 25 April 2012

It’s been six years and you’ve had enough of the grey skies, persistent rain and horrible beer! It’s time to cross the pond and come back home to South Africa. Before you buckle yourself into the aeroplane seat you’ve got a few things to sort out. One of them is ...

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Thumbnail image for I’m On A Medical Aid I Don’t Need Critical Illness Cover!
By 24 April 2012

I think my response to that statement would simply be “Are you 100% sure your medical scheme is going to provide you with sufficient cover if you get really really ill?” And if you can confidently say “I’m 100% sure they will!” then don’t read the rest of this article!
But you probably ...

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By 23 April 2012

Okay, you’re sitting comfortably at home when the neighbour gives you tinkle and invites you over for a cup of coffee.
So without a moment’s thought you close the front door and shoot over to your neighbour.
While there you receive a visit from an unwelcome guest… say goodbye flatscreen…and hello insurance ...

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Thumbnail image for Can I Join My Old Medical Aid Scheme When I Still Owe Them Money?
By 19 April 2012

The one thing about working with insurance products (and the policyholders who own them) all day, every day is that you really get to deal with all types of situations. And the idea with this blog is to bring those learnings over to you. Now on the medical aid side of ...

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Thumbnail image for The 3 Biggest Reasons Why You Need Critical Illness Cover!
By 17 April 2012

Nobody likes to think about getting seriously ill. “Life is for the living!” Hey, I couldn’t agree more. The problem is that “life” also tends to chuck us a few curveballs. And the curveballs sometimes come dressed up as nasty illnesses! Let’s be honest, everybody knows somebody who’s been diagnosed ...

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Thumbnail image for What If I Have A Motor Vehicle Accident In Timbuktoo?
By 16 April 2012

This is an insurance question which comes up now and again, especially from the 4×4 folk!
I mean think about it, you’re travelling in Zimbabwe and manage to hit the one and only cow walking on the one and only road in the middle of nowhere.
Firstly, are you still covered by ...

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Thumbnail image for How To Apportion Your Primary Residence Exclusion Between Two Properties
By 12 April 2012

I recently got a call from a gentleman with an interesting financial planning question, so I thought we’d tackle it today before I completely forgot about it.
You see this gentleman’s son had bought a property in October 2009 for R900, 000. Subsequently he (the son) had made R100, 000 worth ...

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