Buy onlineNcumisa talks festive season finances
Don’t overspend in December! Stockpiler and savvy shopper Ncumisa Fandesi-Ndelu shares her top tips to help you spend wisely so you can save money this festive season!
Don’t overspend in December! Stockpiler and savvy shopper Ncumisa Fandesi-Ndelu shares her top tips to help you spend wisely so you can save money this festive season!
Ways to manage your mental health, and how and where to find help if you need it.
Inheriting just once isn’t the way to build generational wealth. You need to make sure your children, and theirs, and theirs inherit! Your financial planner can help!
Children younger than 18 years cannot inherit, but you can protect their family wealth in a trust. Here’s how to pass your generational wealth on to minors.
Taking out an insurance policy doesn’t have to be a lengthy process involving multiple meetings. With Vantage, policies can be accepted and active in 40 minutes.
Long-term insurance such as life cover ensures you have funds to pay unexpected expenses, so you don’t have to go into debt or stop your wealth building plans.
In many families, talking about money is taboo. But when the subject can no longer be avoided, there are practical ways to approach the subject.
As well as helping your clients draft their wills, you can work with them and their families to plan for the practicalities of death and preserving family wealth.
Funeral policies require no underwriting and pay claims quickly. They’re great for when you need to pay funeral costs – but won’t build generational wealth.