Lifestyle Financial Planning

Make financial literacy part of your home-schooling curriculum
According to Beth Kobliner, author of the award-winning book ‘Get a Financial Life’, children as young as 3 years old can grasp basic financial concepts such as saving and spending. And a report by Cambridge University revealed that children’s money
The Covid-19 pandemic makes a strong case for couples to plan together
If you’re in a partnership, you’re part of a team. For your team to succeed, it helps if you are both working towards the same set of goals, and employing your joint resources for the benefit of the team, not
Now’s the time to review your life cover
Retrenchment: Know your rights and develop a plan
Financial lessons from a lock down
The financial consequences of your marriage contract
The matrimonial property regime that you choose at the outset of your marriage has far-reaching implications in respect of your assets, debt, insolvency, divorce and death.
Life rights retirement villages: Know what you’re buying
As opposed to an investment in property, life rights ownership is an investment in lifestyle, security and peace-of mind, but it is important to understand the legal and financial consequences of buying into such a scheme.
Are you financially prepared for a healthcare emergency?
Now is a good time to ensure that your emergency funding is immediately accessible and that your loved ones can access it quickly and with minimal red tape.
21 Things to do this lockdown
What is the real return of your investment property?
When it comes to factoring in Capital Gains Tax it is important to bear in mind that CGT may be applicable to both a unit trust investment and a rental property.
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