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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.
The financial blind spot: Missing the financial planning gap
While many South Africans are doing their best to save, too few understand the difference between budgeting, saving, and financial planning. As a result, they
Midlife and money: Financial survival guide for women over 40
Women entering their 40s and 50s often find themselves juggling complex financial responsibilities, sometimes for the first time in their lives. This midlife stage, which
Unlocking success: The power of process in sports and investing
You’re only as good as your process. You’re not as good as your outcome. Trust the process”. That’s what Handré Pollard said when he was
Why medical aid alone is not enough
Brokers help clients strike a balance between comprehensive cover and financial sustainability. Understanding limitations related to a client’s existing cover allows brokers to recommend suitable
Climate change meets insurance: Helping clients weatherproof their future
As unpredictable weather patterns become the new normal, climate change is no longer just an environmental concern – it’s a significant risk factor in your
Take Charge: Why Every Woman Should Know Her Financial Affairs
Women’s Month is more than just a celebration, it’s a powerful reminder of strength, independence, and empowerment. In today’s world, holistic financial independence is one
Mapping your advice process: the most important thing you can do in 2025
If your advice process has evolved over time without a structured review, chances are it’s inconsistent and holding back your business growth. Wealth Associates recently
Your goals matter – find out how they help shape your investments
What are investments and what can they do for me on my journey to financial confidence? Sherwin Govender, Business Development Manager at Glacier by Sanlam, offers some