Tag: Alexforbes

Medical aid contribution increases for 2026 are generally lower than the sharp hikes seen in 2025. This offers some relief to members after last year’s double-digit adjustments.

Hedge funds have become an important tool for retirement funds looking to secure their members’ long-term goals while managing risk. As traditional investments face challenges from global economic changes and high volatility, hedge funds offer a unique way for retirement funds to diversify their existing investment strategies and manage risk.

As disability or incapacity consultants, we are exposed to many individuals with physical and mental conditions, which impede their quality of life. In most cases, it is often an accumulation of factors that lead to an individual being plagued by illness.

National Treasury and the South African Revenue Service (SARS) provided important feedback at the recent sitting of the Standing Committee on Finance as part of the parliamentary process regarding the much anticipated two-pot retirement system.

In his budget speech on 22 February 2023, the Minister of Finance announced that the proposed two-pot system will take effect on 1 March 2024. Many had hoped for a delayed implementation date, given the development required to systems to accommodate the new structure.

Many people say that the key to a good relationship with your partner is practising honesty and open communication, and this also applies to money matters. Many people struggle to talk about finances with their partners, which isn’t surprising as money is one of the most common reasons long-term relationships end.

As we journey through life – from our first jobs to marriage and children, retirement and planning your estate – it is essential to have a certified financial planner. They can guide us through every stage in life, helping us to save enough and leave a legacy for our loved ones.