Expat insights

Get news and useful articles for South Africans worldwide on our blog.

Expat insights

Get news and useful articles for South Africans worldwide on our blog.

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SA Expats: Unclaimed policies and counting chickens

People typically start buying policies in their late 20’s and early 30’s. At this life stage the premiums are affordable ...

SA Expats: Improve your retirement readiness

“The question isn’t at what age I want to retire; it’s at what income.” George Foreman, Two-Time Boxing Heavyweight Champion ...

SA Expats – why rent when you can buy? How to buy when you’re renting?

A self-made millionaire once told me …“I don’t buy property to sell – I buy property to rent” … after he ...

Don’t lose grip of your family’s wealth in South Africa!

Imagine if you will. You're a South African family living in Sydney, Texas, London, Ontario or Auckland. Mom, Dad and ...

Don’t delay! Avoid retirement investment decay!

Many South African expats left their pensions, policies and other financial assets behind when they upped and offed to go ...

South African retirement annuities; the pros and cons of your options…

We speak to quite literally hundreds of people from all over the world each and every month that want advice ...

Goodbye to exchange control in South Africa?

With the recent increase in the annual foreign investment allowance it’s now possible for a married couple, whose tax affairs ...

Expats losing out on unclaimed policies in South Africa

Did you pay policy premiums prior to leaving South Africa? If so, you could be in for a surprise as ...

SA expats – 7 benefits of owning your own home

Security - when you buy a property it feels like a home because it really is your home. As a homeowner you ...

February 2015: fresh milk – special edition Feb 2015

Good news for South African expats! 150% increase is Foreign Investment Allowance (FIA) South Africans' R4m FIA increases from R4m ...

November 2014: What 2015 bring depends on what you bring to 2015

Soon we'll be celebrating, hugging, kissing, texting, phone calling and wishing friends, family and strangers a prosperous 2015. If you're ...

November 2014: Money with a story – no strings attached!

"Once upon a time..." is how stories used to start and generally ended with "and they all lived happily ever ...

November 2014: Free guide: How to legally transfer your SA money abroad

Use your personal allowances. Download now ...

November 2014: Unclaimed policies – the money you forgot or don’t know about…

Is your share of the R1 billion in unclaimed policies with your name on it - just waiting to be ...

November 2014: South Africans love violence…

To the point we set our alarm clocks to crazy early hours to haul wife and kids out of bed...to ...

November 2014: What’s on, when and where

To see what's on where and when keep an eye on - and scroll down - our events page. We're ...

September 2014: thank you

To pat oneself on the back is no recommendation. It is humbling, however, when a satisfied client expresses and shares ...

September 2014: which is better: to rent or to buy? Do the math and then do the right thing!

Based on current median pricing - renting a house over a 30-year period will cost you approximately $1million while investing ...

September 2014: there’s cash in unclaimed policies and NO SMALL PRINT

The generic skepticism about what one can and cannot expect when wanting to cash-in a policy because of "small print" ...

September 2014: improve your retirement readiness

"The question isn't at what age I want to retire; it's at what income" George Foreman, Two-Time Boxing Heavyweight Champion ...

September 2014: emigration fear factor vs. dual citizenship

Believe it or not: the most common angst associated withemigrating from South Africa? Do I lose my South African citizenship? ...