August 26, 2021

Lifestage financial planning for women

Seven life stages that many women face together with a set of financial planning considerations relevant to each. No woman’s life trajectory takes the same […]
August 26, 2021

Lower-than-usual medical scheme contribution increases likely

This year, for the first time, it seems likely that medical schemes will announce contribution increases which are in line with recommendations suggested by the […]
August 26, 2021

Why using a financial adviser will deliver better savings outcomes

Substantial evidence shows that the global population is struggling to build sufficient reserves for a comfortable retirement. However, investors who make use of the services […]
August 26, 2021

How much do you need to retire comfortably?

I know I have mentioned this a few times over the course of the last year, but these are very strange times we find ourselves […]
August 26, 2021

Retirement terminology 101

Unfortunately, we don’t have to look very far in South Africa to locate frightening statistics about the state of retirement in our country. The Sanlam Benchmark […]
August 26, 2021

Women’s Month: Top take-outs on the unique insurance needs of women

The well-known African proverb says, “If you educate a man, you educate an individual, but if you educate a woman, you educate a nation”, frankly […]
July 29, 2021

Beware of the short-term under-insurance trap in the current economic climate

Unless you keep your eye firmly and constantly on the many current shifts in our economy, as a holder of short-term insurance you could be […]
July 29, 2021

Pfizer executives lay out plans for Covid vaccine’s next phase

This is a terrible virus, but the good news is with a boost, the vaccine gets stronger and stronger. Pfizer’s forecast for Covid-19 vaccine sales […]
July 29, 2021

Are you insured for damage caused by the current civil unrest?

INTRODUCTION Violent protest action, looting and civil unrest continues to wreak havoc across South Africa, resulting in extensive damage to residential and commercial buildings, vehicles, […]
July 29, 2021

Understanding medical aid waiting periods

New members applying to medical aid schemes need to understand that there is a waiting period before they may claim. They pay full contributions to […]
October 14, 2014

6 tips for tax filing

Cape Town – The SA Revenue Service (Sars) intends collecting nearly R1trn during the 2014 tax season which started on July 1. More than 50 […]
October 14, 2014

Know how to claim short-term insurance

Cape Town – Let’s face it: no one likes filling in forms, and even less so when you have to cope with the trauma of […]
October 14, 2014

Why medical specialists charge so much

Cape Town – In the ongoing debate on what causes the high cost of private hospital and medical care, various issues have been pointed out […]
November 3, 2014

Three ways to stretch your retirement pot

JOHANNESBURG – Planning for retirement is an integral part of any individual’s long-term investment strategy, but this does not mean that planning and managing a […]
December 17, 2014

Why is it so hard to save?

Despite all of the economic doom and gloom in our newspapers, South Africans are buying a lot of new cars. Graph 1 shows that new […]
February 26, 2015

Budget 2015 Overview

      Source: National Treasury