With education costs climbing faster than inflation, parents can ease the financial burden of back-to-school season by planning ahead, saving smartly, and prioritising essential expenses.
Gap cover can protect your clients’ retirement savings and long-term goals from unexpected medical expenses.
The Postgraduate Diploma attracts individuals who embody resilience, self-discipline, and a relentless pursuit of excellence. The top students prove that with the right mindset, structured planning, and flexible learning, professionals can overcome any obstacle.
Enrolling in selected NQF qualifications by 10 December will result in 50% off the first module, adding significant value to the entire course.
Survey finds that 57% are comfortable with having access to their savings, while 29% are concerned about the impact on their long-term savings.
Recognising the three key traits – prudence, anxiety, and prestige – can help individuals manage their spending habits and avoid financial stress
The company says 32% of its membership base have submitted claims with a value of about R6.5 billion.
Choosing the best life insurance for your clients is about more than comparing prices. It’s about ensuring the cover meets their unique risks and needs, from income protection to cancer care, says Bidvest Life’s Mark Neil.
Old Mutual’s Andrew Davison highlights why the two-pot system could lead to better retirement outcomes – and what trustees and advisers need to consider to make it happen.
Instead of treating a year-end bonus as disposable income, incorporate it into your financial planning by focusing on debt repayment, savings, or long-term investments such as further education.
Earlier counselling can help members to make more sustainable financial choices, allowing them to embrace retirement with less stress and greater financial integrity.
Downgrading to a lower plan may appear to be a cost-saving strategy, but it frequently results in increased out-of-pocket expenses.
Alexforbes’s Gielie de Swardt shares insights on optimising client engagement, leveraging partnerships, and adapting to tech advancements.
Aspiring financial professionals can pursue their qualifications at Moonstone Business School of Excellence through various bursary and funding options.
Bidvest Life’s Nic Smit suggests shifting from the traditional approach of leading with death coverage to focusing on income protection when engaging younger clients.
How to show your clients that gap cover can be the missing piece in their overall healthcare and financial protection strategy.
In investing, one key factor is often overlooked: the payback period. Understanding duration can reshape your portfolio strategy and help you manage risk more effectively.
