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At Wealth Associates we take great care in providing our clients with regular, interesting and valuable insights, thereby empowering them with the knowledge they require to fully understand their journey to wealth. Our advisors, wealth managers and investment specialists regularly share articles, provide commentary and contribute to the media – read, listen and watch their insights here.

Six strategies for successful retirement savings
The economic reality in South Africa today leaves many middle-class households grappling with mounting expenses, dwindling disposable income, and a persistent inability to save for

Kids need a future – not a funeral policy
In a South African context, funeral policies are big business but maybe education insurance needs the same attention. Funeral cover is intended to cover essential

Addressing misconceptions around gap cover
Brokers frequently encounter clients who are sceptical or unsure about the necessity of gap cover. Misconceptions around gap cover, cost concerns and a lack of understanding can

Tax hikes and Eskom cuts: Inside the ‘cancelled’ 2025 Budget
South Africa’s 2025 Budget may have been postponed, but leaked documents reveal the state’s plans for a plethora of proposed tax and other spending changes.

Key insights on Two-Pot Retirement System
Alexforbes has released key insights and trends from the implementation of the two-pot retirement system, a significant change to South Africa’s retirement fund sector introduced on 1

SA taxpayers gain new flexibility amid SARS revenue shortfall
South African taxpayers now have a unique opportunity to better manage their tax obligations as SARS faces a R22,3 billion revenue shortfall. Learn how this

Investing takeaways from 2024
It’s been a challenging, surprising, unpredictable year. Are there things investors could have done differently? MoneyMarketing asked three industry experts about their experiences in 2024.

South Africa’s shocking savings rate
South Africa is facing a retirement crisis, with 94% of the population not able to retire comfortably, and many people finding out too late that