Featured Articles
Offshore Endowments Explained: How Tax-Efficient “Wrappers” Work for South African Investors
For South African investors looking to grow their retirement savings tax-efficiently, offshore endowments (also called investment wrappers) offer a compelling solution. These structures combine investment growth with tax benefits, making them popular among...
Should You Move Your Retirement Funds Offshore? Pros and Cons for South Africans
As a retiree or someone nearing retirement in South Africa, you may be concerned about the stability of your hard-earned savings. With global economic uncertainties—such as potential Trump tariffs, fluctuating exchange rates, and local market volatility—many South...
Banks & branches that have home affairs branches
For retired people who need to renew passports or get the new ID cards, the idea of going to a Home affairs branch and waiting in endless queues is a daunting task. Firstly the home affairs offices are not that easily accessible, parking is a problem and well, some f...
Fund Administration Companies
Here you will find a list of the Retirement fund administrators by name. The Link in the name will direct you to the list of Funds thaey administrate.
List Of Ombudsman in SA
This is a comprehensive list of Ombudsman that cover the various areas of disputes including consumer credit, Banking and other ombudsman.
All the Banks & Branches with Home Affairs
The ability to apply for and collect a smart ID or passport at a bank branch near you is a game changer and for pensioners there are jump the queue benefits 🙂
Pensioner discounts
60 and over years old are considered pensioners in South Africa and many stores and services offer Pensioners a discount. Look at the offers.
Latest from Financial Planners
Offshore Endowments Explained: How Tax-Efficient “Wrappers” Work for South African Investors
For South African investors looking to grow their retirement savings tax-efficiently, offshore endowments (also called investment wrappers) offer a compelling solution. These structures combine investment growth with tax benefits, making them popular among...
Should You Move Your Retirement Funds Offshore? Pros and Cons for South Africans
As a retiree or someone nearing retirement in South Africa, you may be concerned about the stability of your hard-earned savings. With global economic uncertainties—such as potential Trump tariffs, fluctuating exchange rates, and local market volatility—many South...
How to apply for a bridging loan against your pension or provident fund
Pension fund bridging finance lenders advance a portion of the expected payout to help cover immediate financial needs. The bridging finance industry is often high risk which means the terms are going to be favourable to the lender with a high cost of lending...
10 Ways to improve your position for retirement as you approach 60 years old
Many people lost large portions of the retirement savings by investing in the Sharemax scheme which has highlighted the position you may find yourself in as you enter retirement age. The sharemax scheme may have been a monumental blunder by regulators and the NPA...
2 pot pension fund system discussed (video)
The 2 pot system has become extremely confusing for some people so a lengthy discission was had with financial planners and experts from Glacier by Sanlam, moderated by Balin Herman. This is by far the most comprehensive discussion with questions and answers from the...
Safeguarding Your Finances: Guide to Recognizing and Avoiding Financial Scams
With the growing of the digital age, so too has the proliferation of financial scams. Stats show that the amount of data available online is doubling every two years! With info available at the touch of a button, ensuring your financial safety requires vigilance and...
Should You Move Your Retirement Funds Offshore? Pros and Cons for South Africans
As a retiree or someone nearing retirement in South Africa, you may be concerned about the stability of your hard-earned savings. With global economic uncertainties—such as potential Trump tariffs, fluctuating exchange rates, and local market volatility—many South...
How to be sure you are not being scammed by an unclaimed benefit tracing agent
The value of unclaimed benefits of around R88 Billion is owing to beneficiaries of various policy/investment types and a concerted effort is being made to distribute this money to the rightful beneficiaries. An injection into the economy of this money will do wonders...
How life expectancy has increased over the last 100 years
The average age at death worldwide, often referred to as life expectancy at birth, has significantly increased over the last 100 years due to advancements in healthcare, sanitation, nutrition, and living conditions. Below is an approximate overview of global...
Retirement investing strategies in your 20’s, 30’s and 50’s
What you need to consider when investing for retirement Target Amount You aim to have accumulated an amount that will afford you the lifestyle you deserve at your desired retirement age. This gives you a goal to work toward and should be discussed and calculated with...
10 Ways to improve your position for retirement as you approach 60 years old
Many people lost large portions of the retirement savings by investing in the Sharemax scheme which has highlighted the position you may find yourself in as you enter retirement age. The sharemax scheme may have been a monumental blunder by regulators and the NPA...
2 pot pension fund system discussed (video)
The 2 pot system has become extremely confusing for some people so a lengthy discission was had with financial planners and experts from Glacier by Sanlam, moderated by Balin Herman. This is by far the most comprehensive discussion with questions and answers from the...