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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.
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
Concentration Risk: What South African Investors Have Learnt the Hard Way
Investors worldwide are navigating a period of heightened volatility, much triggered by geopolitical developments such as the US’s imposition of trade tariffs under President Trump
Leveraging AI to Elevate Your Financial Advice Process
Artificial intelligence (AI) is no longer a distant prospect—it’s a game-changer reshaping the financial advice landscape today. Many financial planners have already engaged with AI
Why everything you thought about life insurance might be wrong
April Fool’s Day is upon us, a time for pranks and playful deception. But when it comes to life insurance, the real joke might be
A worrying pattern in Easter insurance claims
Budget Insurance is sounding the alarm on the growing risks South Africans face on the country’s roads during this busy travel season. With families preparing to
Pension fund warning in South Africa
The South African Revenue Service (SARS) is concerned about the rising number of South Africans withdrawing from their retirement savings. Many experts warned of severe