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Articles
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.
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
Rethinking retirement income strategies in a shifting economy
Retirement planning isn’t a one-size-fits-all process. With the economy consistently changing and interest rates (and markets) fluctuating, financial advisers are challenged to design income strategies
Guiding clients through a values-based medical aid switch in 2025
As a financial adviser, you’re already familiar with the technicalities of switching medical aids or medical aid plans – from waiting periods and underwriting to
Tax Season: Don’t be that person
This year’s tax filing season officially kicks off in July, with auto assessments running from 7 – 20 July 2025. When it comes to tax
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