"New research shows that ongoing consumer education is paying off as more and more people start to understand that getting their wills drafted is an important and essential step in securing their legacy and their family’s future," states research…
"As South Africa marks Youth Month this June, many young adults are entering the workforce and receiving their first salaries. But while this moment is exciting, it also presents a critical opportunity to build strong money habits early," says…
“Taking charge of your money early gives you a massive head start. Financial planning isn’t about how much you earn. It's about what you do with what you have and the habits you build along the way,” says Jessica Pillay, Financial Adviser at…
“Just as people slow down to take care of their physical and mental well-being in the colder months, winter is also the season to take stock of where you are financially, what season of life you’re in, and what you want your money to do for…
"Financial resilience isn't just about bracing for impact. It's about building and securing strong foundations battening the windows to sustain the storms life may bring. Good advice gives people something solid to stand on when everything else…
"Our focus is on building long-term relationships. We are moving towards active financial planning with intention. While prospecting remains part of the role, our priority is building meaningful strategic plans with new and existing customers,"…
“Just as people slow down to take care of their physical and mental well-being in the colder months, winter is also the season to take stock of where you are financially, what season of life you’re in, and what you want your money to do for…
"This meant that lenders were sometimes working with incomplete information when assessing whether a borrower could afford additional credit. With overdrafts now included, credit providers can better evaluate a consumer's true financial position,…
"Our human-centric approach enables customisation to the individual client, while leveraging technology to deliver an efficient and seamless experience. This partnership with Capital Legacy bolsters our offering, and our Financial Advisers will…
"Clients today want more than just financial growth: they want advice that connects with their goals, whether that’s sustainable investing, preparing for life’s milestones, or building a legacy.," says Sonja Steyn, Head of Strategic Wealth Management…
"Many entrepreneurs think they've got a plan in place. But when we look closer, there are glaring gaps. Often they undervalue their businesses or leave outdated agreements in place, exposing their legacy to risk," says Hennie Oosthuizen, Financial…
"I've discovered that money management can prove easier and even rewarding, if you introduce an element of play into your approach. I've coined and lived by the concept of having a frolic budget' which helps me save while also enjoying a splurge…
"What sets a cash flow statement apart from a budget is that it is dynamic. While budgets are often fixed and short-term, cash flow evolves with your lifestyle. It helps you identify spending patterns, anticipate future commitments, and adjust…
"Achieving financial freedom is not solely about increasing income or making the best investment decisions; it also involves understanding how our behaviours and thought processes shape our financial choices," says Thomas Berry, Head of Sales,…
Insurance Biz is a New Africa Busines News Services (NABNS) publication launched in 2013 to focus on the insurance industry, investments, financial planning, employee benefits etc. It remains a great resource of news for industry professionals, and for those who seek to learn about the financial sector developments.
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