Retirement Planning

Offshore investing: Direct versus indirect options
A Rand-based offshore investment is the simpler of the two options as you do not need to convert your money into another currency. By investing through a local, reputable LISP platform which has a mandate to invest in foreign assets,
These 7 financial solutions should be used strategically
In a nutshell, income protection is a long-term insurance benefit designed to replace or supplement your income in the event of illness or injury which temporarily or permanently prevents you from earning an income. While you may not perceive this
Moving in together: How to set up your cohabitation agreement
Ownership of immoveable property is one of the most important matters that must be covered in your cohabitation agreement as failure to do so can leave couples with very little legal recourse should the relationship terminate.
The significant advantages of investing in an RA
Your retirement funding options and how they work
Preservation funds are specifically designed to preserve accumulated capital, which is intended for retirement, and make an attractive option for those leaving employment through retrenchment, resignation, or dismissal. While their withdrawal rules are aligned with pension funds and the new
Questions to ask your parents about their retirement plan
If your parents are fortunate enough to still have each other, it’s important to have conversations about what would happen in the event of one of them passing. Depending on the nature of their retirement income, the death of the
Everything you need to know about retirement annuities
Remember, retirement annuities are government-incentivised funding structures, are designed to encourage individuals to save for retirement and, in doing so, alleviate the burden of the state. As a result, retirement annuity benefits must be distributed amongst one’s financial dependants in
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