The differences between Endowments & Unit Trusts
August 1, 2023 No Comments
You’re sitting across the table from your financial advisor talking investments when he or she recommends you stay away from a unit trust and rather go
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You’re sitting across the table from your financial advisor talking investments when he or she recommends you stay away from a unit trust and rather go
What should you do with your spare money? Stick it in a bank account or invest in a unit trust fund, managed by an asset
Tell us, what do you expect from your insurance? Some of us expect to be better off after a claim. But for most of us,
Do you feel like you wasted a lot of money in 2018 without even being aware of it? If your answer is “Yes”, join the
It was going to happen sooner or later and you were always going to be the loser. What am I on about? Behind the scenes,
Retirement is always something way off in the future until suddenly it isn’t, and by the time you realise this, it’s too late. What if
“We need R200,000 urgently. Can you cash in our preservation fund?” Remember in our previous article, how we received this request from a client followed
Could one mistake on your life cover application end up costing you R300,000? Leave your life cover to the wrong person and it could end up costing thousands
If you happen to be the breadwinner in your family, forking out over R200 000 for various family funerals over the course of your life,
Mike’s looking to buy a home. Problem is the banks want him to take out life insurance and cede it to them. He wants to
If you aren’t already invested in a Preservation Fund, then this one’s especially for you. It could end up saving you money. However, if you’re already
We’ve never seen this happen…but that doesn’t mean it doesn’t ever. And even if it does happen, it’s not the end of the world. Why
“We need R200 000 urgently. Can you cash in our pension fund?” What seemed a simple enough instruction, turned out to be my biggest nightmare
Over the past year and a half, many South Africans have faced super tough financial times due to the effects of the pandemic and this,
Balancing the books of a medical aid scheme must be an extremely difficult job at the best of times, but can you imagine the pressure