20210323 Live Well, End Well

Good day, One of the immediate benefits of creating a long-term financial strategy is that it encourages us to adopt a long-term viewpoint. A question that’s not asked often enough is whether the way we go about retirement planning is necessarily the best way. All too often, this milestone is overshadowed by the pressure of…

20201223 Take control of your finances in 2021 by planning now

Good day, This year has undoubtedly been a tough one for all of us. As another year comes around, with expert planning and advice, it is possible to take charge of certain aspects of your life, like your finances. If 2020 was a difficult year, and especially if you had to dip into emergency savings,…

20201126 All About BMI

In today’s NewsBrief we are looking at why BMI is so important when it comes to Life insurance. In South Africa, 32.5%of our population is obese…not overweight…not pleasantly plump — but obese. This jumps to 40% for women. In 2019 we were rated the seventh fattest nation on earth — that’s not a great Top…

20200708 Creating future wealth with offshore investments

Good day, As a keen investor, you know that one of the best ways to build future wealth is to diversify your investment portfolio through offshore investments, so that you can choose to study, travel, retire abroad or leave a legacy for your loved ones. But investing offshore can be daunting and complicated.  Liberty’s Offshore…

20200630 SA is standing at the edge of a fiscal precipice

Good day, The South African government will have to take decisive action if it hopes to avert a fiscal meltdown over the next five to 10 years. Kevin Lings, chief economist at Stanlib, said that urgent intervention was needed to avoid the worst case debt-to-GDP pathway set out in finance minister Tito Mboweni’s 24 June…

20200525 How much life cover do you need?

Good day, When buying life insurance, how do you know how much is enough? Do you spend what you can afford, or do you opt for a nice round figure like one or two million rand? And how do you know whether it’s enough? How much life insurance you need varies based on personal and…