by InsuranceFundi | Sep 11, 2018 | Financial Planning
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 invested in either a Pension or a Provident Preservation fund then it could prevent you from...
by InsuranceFundi | Sep 3, 2018 | Financial Planning
“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 shortly by a query: “Why were we only paid R130,000?” What a question to get first thing on a Monday morning, but...
by Insurance Fundi | Aug 28, 2018 | Financial Planning
When it comes to financial planning, we can think of only two types of people who wouldn’t be interested in a Will document: those who have no assets to mention, and those who are happily married and have no dependants at all. However, for the rest of us,...
by Insurance Fundi | Aug 21, 2018 | Financial Planning
In a couple of days, I’m on my way to the Kruger Park, more specifically, on my way to the Letaba rest camp. But I’m facing a huge problem… You see, I’ve got to be at the Phalaborwa gate at six in the morning. But getting to Phalaborwa is proving to be the problem....
by Insurance Fundi | Aug 17, 2018 | Financial Planning, Money Matters
If you’re one of the lucky ones, here’s a snapshot of your life… You spend 18 years of it going to school. Maybe you’re fortunate enough to spend another 3 to 5 years attending University – which is what, 23 years in total – and then you start your career. You then...
by InsuranceFundi | Aug 13, 2018 | Financial Planning
Do you feel bleak about the future of South Africa? Forget about crime, corruption, land expropriation and all that sort of stuff. Bad enough as these things are, right now, the middle class is on a hiding to nothing. And most worrying of all, it appears as if our...
