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At Wealth Associates we take great care in providing our clients with regular, interesting and valuable insights, thereby empowering them with the knowledge they require to fully understand their journey to wealth. Our advisors, wealth managers and investment specialists regularly share articles, provide commentary and contribute to the media – read, listen and watch their insights here.

Why traditional income protection falls short for critical illnesses
Cancer was among the top three reasons for income protection claims across all age groups in 2023, according to the Bidvest Life Claims Report¹. And this

How much you will save on your bond after the latest interest rate cut in South Africa
The South African Reserve Bank (SARB) has reduced the repo rate by 25 basis points, which provides some additional financial relief for homeowners and prospective

The rising risks of insuring fake luxury goods
The recent global uproar over claims that some luxury handbags – including the coveted Birkin – may be manufactured in China has reignited an age-old

South Africans face currency shock as rand stays stagnant against US dollar
South Africans who expected to score massively from the fact that the greenback has lost 10% against every other major currency this year are set

Two-pot payouts surge to R57bn, with 4m withdrawals
While R15bn has been collected in taxes. South African retirement fund members have withdrawn nearly R57 billion from their savings since the implementation of the

Big retirement ‘gift’ for South African expats
South Africa’s new two-pot retirement system gives expats immediate access to their retirement funds—sidestepping the three-year lock-in rule—and many are taking advantage of this little

Why unit trusts still make sense for SA investors
South Africa’s unit trust industry is experiencing notable shifts driven by regulatory updates, changing investor preferences, and a dynamic economic landscape. MoneyMarketing asked Jade Houreld, Global Business

Majority of two-pot withdrawals in the new tax year are repeat withdrawals
Many of the retirement fund members who requested withdrawals from their savings pots in March and April 2025, the first two months of the new