Balance, Wellbeing and Legacy – Your most valuable Investments
News & Highlights

Succession SA – The Living Will – a modern Deus ex Machina
Estate Planning, Succession PlanningIn many Ancient Greek and Roman tragedies, the dramatist introduced a “god” to resolve complicated or seemingly hopeless situations.

Succession SA – Dying without a valid Will
Estate Planning, Succession Planning“Oh, the shock and horror”, laments the social media darling to her gasping social media audience. “If you die without a Will, the big-bad-wolf Government will take all you have, including your children”. Hurry to the business I am promoting so selflessly to you and save your wealth and save your children.”

Succession SA – Nailing the Succession Game
Succession PlanningCountless articles have been written, videos made, lectures and talks given on succession, succession in the context of estate planning, Wills, and the administration of deceased estates, but many people still do not know what they need to plan for.

Common Misconceptions of Permanent Life Partnerships
Estate PlanningFor many people, love, laughter and happily ever after can exist without the big white dress and the church bells ringing. In fact, for many modern couples, living together as man and wife no longer requires a formal marriage being entered.

Pursuing Fair
Estate PlanningA perceived honest commitment to pursue fairness plays a massive role in the acceptance of the outcome. Even unpopular decisions would survive a fairness test when there was an intellectually honest commitment to fairness.

South Africa Exchange Control Has the magic moment arrived?
Financial NewsCircular 2/2020 published on the 27th of February 2020 by the Financial Surveillance Department of the South African Reserve Bank, caused a ripple of excitement for those of us who have been working under the confines of Exchange Control for our entire professional lives.
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NEWS & HIGHLIGHTS
- Closing the Year with Purpose: Wealth Beyond Money 9th December 2025
- The Hidden Engine of Wealth Preservation 18th November 2025
- Planning for the Unexpected 15th October 2025
- Well-planned risk coverage is a well-protected legacy 11th September 2025
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