Finding the right money partner

What to consider when choosing a financial planner As we journey through life—from our first jobs to marriage and children, retirement and planning our estates—it is essential to have a certified financial planner. They can guide us through every stage in life, helping us to save enough and leave a legacy for our loved ones. […]

Why an estate plan is crucial

We’ve all seen it in movies and novels: A young unsuspecting person wakes up one day to find out that they had been left an extraordinarily large estate from a distant relative that they hardly knew existed. We chalk it up to an absurdity. Something like that would never happen in real life, would it? […]

BOEDELBEPLANNING VIR JONG VOLWASSENES

Dit is baie belangrik dat jy jou boedel, wat ’n lewende testament, ’n laaste testament en ’n lewende trust kan insluit, beplan. Dit kan help om gesinne vir moeilike tye voor te berei, wanneer jy nie meer naby is om hulle te help of te adviseer nie. Ons lewens word by die dag besiger en […]