MWS Assurance and Investment Group

Generational wealth – Part 13: Leaving a legacy, not a headache Estate planning goes beyond a will — from outdated wills to tax burdens — without careful preparation, these will prevent a smooth succession process.

Let Legatus Trust help you plant the roots of your legacy. A Last Will carries your wishes beyond your time - protecting those you love, even when you no longer can.

Investment Management-University of Cape Town passed with distinction
Continuing Professional Development

Education remains a top priority for South African families with kids They’re optimistic and proactive, with research indicating that those who seek financial advice enjoy greater levels of confidence.

Discovery IFA awards 2024

Post-retirement income options amid potentially higher inflation Selecting a strategy that is flexible and can perform well in various inflationary scenarios is key. Visit our website for more articles & insights on investing.

Dollar Life Plan claimants have received payouts of R500m so far Case studies show how offshore risk protection came to the rescue of policyholders with international obligations.

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Securing an inheritance for your minor children Why a testamentary trust may be the ideal tool to achieve this goal.

Retirement replacement ratio – how much is enough? This ratio can vary significantly depending on your lifestyle, expenses, and the income you're accustomed to while working.

Any upside to withdrawing a third of your savings on retirement? The funds could be used to create or add to liquidity in your investment portfolio, but any decision should be carefully thought through.

Happy new year to all our clients and all the best for 2024