A Will is a legal document containing the final wishes of how assets and other possessions should be distributed after someone passes away.
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.
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 is the use of technology in the insurance industry to improve the costs and efficiencies of traditional insurance models.
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.