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The importance of creating or amending your will during Lockdown

Posted By Marilynh / 0 Comments

Paula Bongers, owner of boutique Fiduciary Company, Proactive Wills and Estates, explains why it is important to ensure you have a will or amend your will during Lockdown     These are very strange times we are living through and we all need to adapt and create new ways of doing things.  Very challenging sometimes, […]

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Level 3 lockdown – what it means to SA seniors

Posted By Angela W / 0 Comments

South Africa is using a five-phased approach with regard to Lockdown.  Does Lockdown Level 3 have a direct  impact on SA seniors? And if so, what will that impact be?     The bottom line is, that despite the “risk-adjusted” lockdown rules, and the moving to Level 3 of Lockdown, 60-plussers and those with underlying […]

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Life rights – the pros and cons

Posted By Marilynh / 0 Comments

Are life rights an investment in your future lifestyle?  A Financial Planning Professional weighs up the advantages and disadvantages of life rights     Financial advisors are increasingly being confronted with questions regarding life rights options and the impact that such a purchase will have on clients’ future financial planning. As opposed to an investment […]

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Lockdown Level 4 and what it means to SA seniors

Posted By Marilynh / 22 Comments

President Cyril Ramaphosa has confirmed a five-phased approach with regard to Lockdown. Going into Level 4 has a direct impact on SA seniors     The bottom line is that the elderly, and those with underlying conditions, must remain at home and take additional precautions to isolate themselves.     UPDATE:  20 May 2020   […]

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