Tag: wealth protection
Estate plans and advice – financial doctors prescribe regular checks
When discussing the value of the financial profession, financial advisers are often compared to medical doctors and are sometimes even called ‘financial doctors’. The reason behind this is that financial advisers look after the financial challenges of clients in much the same way that doctors look after the health issues of patients. This is not a perfect analogy, but there are certainly some comparisons to be drawn.
Ways an insurance adviser can help secure your financial future
In previous years, insurance advisers may have been seen as the ‘middleman’. Often, they were regarded as a form of salesman, primarily selling clients insurance policies on their properties and possessions, as well as assisting them with the claims process.
Budget 2022 – South African expats remain top priority for SARS
The Budget Review 2022 was far from a 'good news' budget for South Africans working abroad (expats). For the 5th consecutive year, there has been changes proposed that clearly indicate that SARS is still targeting expats and view them as low-hanging fruit to boost revenue collection.
