Can you afford school fees and retire well?
Planning for education takes time, effort and courage, but it’s not something anyone can afford to ignore, says Chartered Wealth Solutions.
Assessing life insurance – when does it no longer make sense to keep it?
Life cover is typically purchased to provide financial security for dependants, settle debts or to meet obligations like a home loan.
How to get back on track when life forces a change
When your income changes, the way you manage money must change too, says Tom Brukman, director and financial planning specialist at Chartered Wealth Solutions.
Where there’s a will, there’s a better way
What many people overlook is that estate planning extends far beyond having a signed will in place.
Understanding power of attorney in SA: Managing mental incapacity, legal challenges
In South Africa, a POA automatically terminates if the principal becomes mentally incapacitated.
Future-proofing your kids: Financial lessons on interest, debt, budgeting
In SA, where economic challenges are prevalent, teaching financial literacy to the next generation is vital.
Are you driving yourself to financial stress?
Every financial decision is a trade-off between today’s wants and tomorrow’s needs, says Jason Appel, financial planning specialist at Chartered Wealth Solutions.
Navigating financial security as part of the Sandwich Generation
Finding a balance that supports your loved ones while securing your financial future is possible.
Financially unprepared: The unintended burden of inheritance
Financial maturity means understanding the value of money, making informed decisions and feeling comfortable with financial responsibilities, says Stephanie Ferreira, financial planning specialist at Chartered Wealth Solutions.
Estate planning considerations for South African residents with international heirs
As is the reality for many South Africans, many of our clients have children or heirs living abroad.