Jaco Smit

Article

Having the difficult estate planning conversation with your family

Many families avoid talking about life insurance and estate planning. This is an opportunity to explain your decisions, so that no one feels hurt due to a misunderstanding.

Article

Help your kids learn about credit

A short lesson about what credit is - for kids aged 8 to 12

Article

It's good to talk to your kids about money

Families can use everyday 'teachable moments' to set their children up for financial success

Tool

Save on your premiums!

Every little bit helps. Please speak to us to make sure you’re not paying too much for your insurance, medical aid, life insurance, or other money products.

Form

Are you financially fit?

Take this quick quiz and find out.

Tool

Let's talk about school fees and other monthly education costs

Use this calculator to work out your monthly school bills

Podcast

Making sense of annuities

In this podcast Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about annuities.

Form

Have you updated your will?

You’ve dedicated your life to make sure your loved ones are taken care of. Don't leave them worrying about their finances because your estate was short of cash.

Form

Has your financial position changed?

Use this checklist to find out if you have all your financial bases covered.

Article

5 tips for building your emergency savings fund

It’s more important than ever to build up emergency savings that you can fall back on when the world gives you a financial knock.

Form

Are you making these common money mistakes?

Your long-term wealth depends on the choices you make with each challenge you encounter as you move through life. Check how you are doing with this quiz.