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In the YEI Finance page, you can expect to find a broad range of relevant, on-point, informative articles written by financial, wealth, wills, estates subject matter experts and specialists in their industry. You will also find YEI articles, often with a view from subject matter experts. These articles are specifically geared at 60-plussers – retirees, people who may be planning to retire, 60-plussers who are working beyond the retirement age, baby boomers, and pensioners.


Simply financial services

Navigating Financial Security for Your People

In the hustle and bustle of daily life, it’s easy to overlook one harsh reality:…
May 4, 2024

Why Uninsured Employees Are Bad for Business

In the dynamic world of business in South Africa, companies are constantly on the lookout…
April 21, 2024
momentum insure and maxidor

Protect your home and save with Maxidor

  Momentum Insure is dedicated to leading the way when it comes to keeping what…
April 21, 2024

Your favourite Tax Guide for seniors is back – 2024-2025

The tax year 2024 has just ended and the 2025 year budget has brought no…
March 18, 2024
capital investments

Opportunity Private Capital

Opportunity Private Capital is an 18-year-old boutique investment company that has been operating since 2006.…
March 2, 2024

Is the TFSA a waste of time?

No, the TFSA, is the best investment you can make as a South African, if…
February 16, 2024
JustSA retirement

Firm up your financial future in 2024

If you are approaching retirement, we hope you consider using some quality time with family…
January 18, 2024
water financial home equity

What is Home Equity Release?

As individuals approach retirement, ensuring financial security becomes a paramount concern. According to a recent…
January 18, 2024
wills and testaments

Securing Your Legacy: The Vital Importance of Having a Will for Individuals Over 60

  Life is a journey filled with experiences, accomplishments, and relationships that shape who we…
September 9, 2023
protect your appliances with momentum

Protect your appliances and other valuable possessions from loss or damage with Momentum Insure

Do you remember the last time your lights dimmed? Or when the small appliances in…
August 5, 2023
retired couple round the pool

Your home is a retirement asset

We recently had two clients complete a full cycle with us, borrowing and settling their…
August 4, 2023

Financial wellbeing: What is important to you in retirement, and what can you do about it?

The recent You’ve Earned It Retirement/Financial planning survey confirms that one of the most important…
July 11, 2023

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