by adminfwc | Oct 5, 2026 | Estate Planning, Financial Planning, Investment, Retirement
No. 271 – Planning for living and having money left to leave after your death Question I am 65 and have a retirement fund worth R5 million. I want an income, but I also want to leave something to my son when I die. What should I do? Answer Balancing the income...
by adminfwc | Aug 3, 2026 | Financial Planning, Investment, Retirement, Tax
No. 264 – Turning property proceeds into a tax-efficient retirement income Question I own several rental properties, so my estate is quite large. I recently sold a property for R10 million and would like to invest the money to supplement my pension in a...
by adminfwc | Jul 27, 2026 | Estate Planning, Financial Planning, Life Cover, Retirement
No. 263 – How to plan for your pets’ care after your death Question I constantly worry about whether I have done everything correctly for my two pets after my passing. I have no family in the country, and I would like guidance on how to make sure my pets...
by adminfwc | Jul 3, 2026 | Financial Planning, Investment, Offshore, Retirement
No. 261 – Pay your future self first when you’re earning well Question My daughter will be working out of France on a boat and will be earning a lot of money. Her intention is to come back to South Africa in about five years. What should she do with this...
by adminfwc | Jul 1, 2026 | Financial Planning, Investment, Medical, Retirement
No. 258 – Resigning shortly before retiring: several factors to keep in mind Question I will be retiring at the end of the year after 40 years of service. My pension fund will pay me 2% of my final pensionable salary for each year of service. One of my...
by adminfwc | Jun 1, 2026 | Estate Planning, Financial Planning, Investment, Retirement
No. 253 – Navigating the tricky challenges the sandwich generation faces Question I’m supporting my parents financially, and I’m also helping my adult children where I can. I don’t mind doing it because I want to help, but I’m starting to worry that I’m...
