“Once upon a time …” is how stories used to start and generally ended with “and they all lived happily ever after!” When it comes to retirement and money matters you…
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The first words recorded in the founding provisions of the 1996 Constitution of the Republic of South Africa refers to human dignity, the achievement of equality and advancement of human…
Is your share of the R1 billion in unclaimed policies with your name on it – just waiting to be transferred to your international bank account? No questions asked ……
Not only has modern technology shrunk the planet it’s also made it possible for Pretoria Oupas and Oumas to talk to the grandchildren in Perth and Portland as often as…
People typically start buying policies in their late 20’s and early 30’s. At this life stage the premiums are affordable and the projected returns at retirement age almost incomprehensible. Offering…
“The question isn’t at what age I want to retire; it’s at what income.” George Foreman, Two-Time Boxing Heavyweight Champion of the World. Expats who have not financially emigrated from South Africa,…
A self-made millionaire once told me …“I don’t buy property to sell – I buy property to rent” … after he bought his first home he leveraged the property to buy…
We speak to quite literally hundreds of people from all over the world each and every month that want advice and guidance about what to do with retirement annuities they have…
With the recent increase in the annual foreign investment allowance it’s now possible for a married couple, whose tax affairs are in order, to transfer R22M out of South Africa…
Did you pay policy premiums prior to leaving South Africa? If so, you could be in for a surprise as there may well be money in South Africa that is…