Tag: Stian de Witt
Why business owners should work with IFAs
In today’s complex financial landscape, business owners need more than just insurance policies. Business owners need the comprehensive, unbiased advice that can only come from an Independent Financial Adviser (IFA) to create a holistic financial plan. It is important to understand the distinction between a ‘tied agent’ and an IFA.
Why a will & estate planning go hand in hand
According to recent research from the Master of the High Court of South Africa, it’s estimated that 15% of South Africans who die have a will in place, which means that five out of six don’t. If you die without a will, your estate will be intestate. This can be a long and drawn-out process, and the assets from your estate will not be in line with what you wanted.
How – and why – to choose a financial adviser
For most South Africans, talking to a financial adviser is something they do when they get married, or reach retirement age and need advice on what to do with their pension. But the fact is that financial advice can help at any stage of your life, and building a long-term relationship with an adviser can help you reach your financial goals faster.
