Wade Swartz: Your Health and Wealth Advisor

02/02/2022

This is truly inspirational, and a testament to the value of proper planning...

Andrew Merryweather, Advisor & Marketing Manager at Autus, Presents on A client’s perspective on planning at the 2017 FPI Conference in Century City, Cape…

25/11/2021

Helping our clients help their employees in times of need means so much to us, because in business our people are everything. https://www.liberty.co.za/campa...

24/11/2021

The real value of insurance is after the unthinkable happens.

Best Laid plans.

26/06/2021

09/06/2021

When it comes to how best to maximise our savings and investments, we all have questions and concerns. Being properly informed can make all the difference. Here, we draw on expert advice to answer some key questions to help set you up for a successful personal finance journey.

21/05/2021

The Ombudsman for Long-Term Insurers (OLTI) has published its annual report for 2020, showing which insurers had the most claims pushed through to the ombud for action.

13/05/2021

The Pensions Funds Amendment Bill currently being considered in parliament could cause significant damage to the retirement industry, says Glenn Gamsy, chief executive of GIB Financial Services, a financial advisory consultancy and retirement fund administrator.

11/05/2021

In this video we talk about offshore investing from the perspective of the South African investment landscape. We explain different ways to invest offshore a...

11/05/2021

In this video we dive straight in to the first pillar of wealth protection, namely, Life protection! We set up a role play scenario to identify a few differe...

11/05/2021

In this video we dive into the different types of investment structures and the advantages and disadvantages of each of these. We also explain the difference...

11/05/2021

In this video we role play different situations where dread disease cover becomes useful and we highlight its importance as a part of your financial portfoli...

02/05/2021

‘Our advice is to protect your income while you're alive by purchasing income protection, if you can. Leave your spouse after-death income benefits’: Leza Wells, chief product actuary, FMI.