Estate Planning: Securing Your Legacy

Planning for what happens after your death or in the event of incapacitation is never pleasant, but it’s an essential part of life—just like paying taxes. Ensuring that your family, loved ones, and valuable assets are properly cared for and distributed according to your wishes is crucial. This is where estate planning becomes indispensable. What […]

The End of the Month, The End of the Money: How South Africans Are Coping

For many South Africans, payday relief is short-lived, with financial struggles mounting as the month progresses. A recent survey of 1,405 individuals revealed just how challenging the economic landscape has become. Here’s what we learned: Earnings and Debt Monthly Expenses Accommodation Statistics Practical Financial Advice from InsuranceFundi Treasure Your Job:Your job is your most valuable […]

The differences between Endowments & Unit Trusts

You’re sitting across the table from your financial advisor talking investments when he or she recommends you stay away from a unit trust and rather go with an endowment. Now you consider yourself to be as intelligent as the next person, but right now the question you’re dying to ask is: “What’s the difference?” Let’s find […]

Keep your money in the bank or invest with an asset manager?

What should you do with your spare money? Stick it in a bank account or invest in a unit trust fund, managed by an asset manager? It really depends on your answers to a few questions which we will cover in this blog post. Before we get into those questions, it’s a good idea that […]

How to find an extra R4,000 in your budget every month

Life Insurance

Do you feel like you wasted a lot of money in 2018 without even being aware of it? If your answer is “Yes”, join the club. We aren’t into New Year’s resolutions, but we have spent some time thinking about ways we could plug the potential leaks in our budgets and enjoy more “money mileage” […]