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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.
Understanding Wills in South Africa: Myths, Developments, and Practical Guidance
Having a valid will is one of the most important steps you can take to protect your loved ones and ensure your wishes are carried
Financial planners, meet Lemming Musuwa
The Wealth Associates adviser strives to help clients’ goals remain within their reach, irrespective of their life stage. Name: Lemming Musuwa Firm: Wealth Associates Position:
Guidelines for updating your will in South Africa: Knowing when it’s time for a revision
Introduction Creating a will is a crucial step in securing the future of your assets and ensuring that your wishes are honored after your passing.
One year in, the lessons from South Africa’s two-pot retirement reform
Approximately R60 billion has been withdrawn since South Africa’s new two-pot retirement fund system was implemented a year ago. In a recent briefing to the
Rethinking investing in an age of uncertainty
For much of the last century, investment success was often linked to foresight. The prevailing belief was that skilled investors could anticipate market cycles, economic
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