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Client Survey Results 2025
In 2018, a visionary entrepreneur established Cliqtech, recognising the need for accessible Digital Will services. The mission was clear: empowering individuals, regardless of economic background, to take control of their financial futures through tools like Digital...
Why wills are important and other things to know
A Will is a legal document containing the final wishes of how assets and other possessions should be distributed after someone passes away.
What is the retirement age in South Africa and being prepared
The retirement age in South Africa is between 60 and 65 years of age. The savings rate in South Africa is meagre. Most South Africans only start thinking about saving for retirement when it’s too late.
How to choose a trustee and what you need to know.
When appointing a trustee to oversee your estate, we recommend that both parties know the roles and responsibilities. A trustee is an individual or company holding and administering assets on behalf of a third party, like property.
Insuretech and it’s disruptive impact on the industry
Insuretech is the use of technology in the insurance industry to improve the costs and efficiencies of traditional insurance models.
Fiduciary, the meaning and the rise of Fidtech
Fiduciary businesses are built on trust and ethical behaviour. Fiduciary practitioners act on behalf of their client, placing their clients’ interests and needs ahead of their own.