by adminfwc | Feb 19, 2026 | Estate Planning, Financial Planning, Investment, Tax
No. 241 – Ironing out the problems of leaving a home for future generations Question How can I leave my home to my children and grandchildren without them selling it once I’ve passed away? Answer Many people have a family home or holiday home they would...
by adminfwc | Feb 2, 2026 | Estate Planning, Financial Planning, Investment, Offshore
No. 238 – Considering offshore investment amid rand and JSE performance Question The rand has improved against the US dollar over the past year. Is this a good time to move money offshore? Answer This is a really relevant question. The Rand / Dollar exchange...
by adminfwc | Feb 2, 2026 | Estate Planning, Financial Planning, Investment, Life Cover
No. 237 – A solid financial plan for 2026 is to review, update and simplify Question I want to get my finances properly sorted in 2026. What would you recommend I do to ensure that I will be in a better financial position at the end of next year? Answer If you...
by adminfwc | Dec 9, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 235 – Should you cash in a preservation fund to clear your home loan? Question I have a preservation fund worth R1.3 million. The growth in that fund has not been particularly good (around 9% a year over the past 5 years). I’m thinking of cashing it...
by adminfwc | Dec 2, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 233 – Practical ways to teach children good long-term money habits Question How do I teach my children good financial habits? Answer Managing money is one of the most important lessons we can teach our children. Here are a couple of ideas that may help your...
by adminfwc | Nov 10, 2025 | Estate Planning, Financial Planning, Investment, Retirement
No. 231 – Make finances simple for your surviving spouse Question I have managed the family finances without a financial adviser and have done well. I am concerned that when I pass away, my spouse — who has no interest in money — will not know what to do. What...
