“It’s important to remember that education is one of the best investments you can make in your child’s future. Planning, prioritising, and creativity can help you start the school year right, and set your child up to succeed, without breaking…
"I’ve asked our actuaries to do the sums. And they illustrate how hard it will be to make up for the alluring thought of going on holiday with retirement money, or on credit," says Therèse Havenga, Head of Business Transformation at Momentum…
"Financial discipline is important, especially during the last few weeks of the year – It is the basis for a healthy and stable financial life. Remember there are plenty of temptations and family pressures to deal with, so stick to the plan…
“By reflecting on the past year, you can identify what worked well and where there’s room to improve. This process encourages a more thoughtful approach to managing your finances, enabling you to align your spending, saving, and investing habits…
"Health costs can quickly become burdensome, particularly when unexpected, but with financial preparation, they're easier to manage," says Ross McMillan, Momentum Financial Adviser.
"Taking the time to maintain your home, update your policy, and enhance security isn't just about reducing risk; it's about having genuine peace of mind and being ready for anything, so you are free to celebrate the holidays without the weight…
"Thankfully, we are making strides at improving this picture through continuous consumer education and working with thousands of financial advisors across the country, who support our mission of making the loss of loved ones easier and informing…
“The right adviser is there to provide the expertise and guidance you need to confront the complexities of financial planning even when life can feel overwhelming and unpredictable at the best of times,” says Bertie Nel, Momentum Head of Financial…
“Having a TFSA product is especially important for retirees as they will be consuming tax-free growth in retirement. The income that they take from their TFSA product will not be taxed. Furthermore, it’s important that the type of TFSA selected…
"A client's needs determine their behaviour. If the client's needs are met, their behaviour remains stable or constant. However, if their needs are not being met, or if the client feels that their needs will not be met or could be met more adequately…
“For homeowners with variable-rate mortgages, this cut will reduce interest, resulting in meaningful savings over the life of the loan. Consumers with linked rate car finance or personal loans will also pay slightly less in interest, easing…
“You don’t want to jeopardise the experience of a lifetime by having your visa rejected or delayed before departure, simply because you’ve supplied an outdated photograph or forgotten to have a document stamped,” cautions Sarah Nicholson, operations…
"Financial well-being should always be a top priority to balance spontaneity with the protection of your personal financial goals. A little planning ahead allows you to enjoy a well-deserved break this festive season without added stress," says…
"The first misunderstanding of the solution that we see is that people think that taking out a pension-backed loan actually means withdrawing cash from a pension. This is not the case: the pension acts as collateral and is untouched so long…
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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