As a woman who was diagnosed with Multiple Sclerosis a few years ago, I cannot stress the importance of dread disease cover enough. Many years ago, I had the privilege of hosting Dr Marius Barnard as the guest speaker at a function for my then clients. Yes, he and Dr Christiaan Barnard, famed for the… Continue reading Dread Disease Cover
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Your Estate Plan
Estate Planning Checklist Personal Information: Will and Testament: Trusts (if applicable): Beneficiary Designations: Financial Power of Attorney (POA): Healthcare Directive / Living Will: Asset Inventory: Debts and Liabilities: Insurance Policies: Digital Assets: Important Documents Storage: Regular Review: Final Checklist Reminder: Is everything signed and witnessed properly? Are all beneficiaries current? Do key people (executor, POA) know their… Continue reading Your Estate Plan
Your Last Will and Testament
Planning ahead can reduce stress for your family. Having documents organized — like your Will, policies, and personal details — makes this difficult time a little easier. How to Write a Will in South Africa: A Step-by-Step Guide Writing a will may feel daunting, but it’s a crucial step in ensuring your wishes are respected… Continue reading Your Last Will and Testament
Life Cover – how much is enough??
During the 40 years as a financial advisor, this question was obviously discussed over and over again. Firstly, this is the starting point of a comprehensive financial plan, and it should be reviewed with your financial advisor. You need to be totally honest and divulge all your income and debt as follows: Step 1: Calculate… Continue reading Life Cover – how much is enough??
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