Mitzie is accredited with most Life Assurance Companies as well as Medical Schemes in SA to give advice on their products. She has been playing an important role in the industry for approximately 23 years and have received many awards for her time spent actively participating in the field.
Click on the links below to find out more about financial information, medical aid and keep up to date with what you need to do for your will and testaments.
Any entrepreneur in the start-up phase will tell you that running a new business is often a cause of stress and anxiety, and not a carefree escape from the nine-to-five that outsiders might perceive it to be.read more
It seems that the writing is on the wall for the traditional nine to five job. The world is becoming increasingly agile and flexible as employees juggle multiple jobs and incomes. You might call them hustlers, moonlighters or side jobbers but one thing is certain, there are more of them in the market today than ever before.read more
Providing an employee with retirement benefits, either in the form of a pension fund or provident fund (there is a distinction between these two, but for the purposes of this article we will refer to the monies that are paid out to a member of a retirement benefit scheme, as a pension benefit), is commonplace, but not compulsory in terms of South African law.read more
The real life story shared in this article provides certain lessons for spouses and partners where trusts are involved. Although trusts have been around in the world for almost a thousand years, it remains one of the most misunderstood and sometimes abused vehicles where families’ assets are housed.read more
Everybody has biases. We make judgements about people, places, and of course, the markets. It is almost impossible not to allow the filters which are created through our emotions and our experiences to impact our investment decision making. The trick is to understand them, be able to identify them when they occur and to build in steps to mitigate them when needed.read more
The Gauteng Division in Pretoriea, has on 23 August 2019, placed Thebemed Medical Scheme under provisional curatorship following a successful application by the Registrar of the Council for Medical Schemes (CMS), in terms of Section 56(1) of the Medical Schemes Act, No. 131 of 1998 (the MS Act), and Section 5(1) and (2) of the Financial Institutions (Protection of Funds) Act 28 of 2001 (the FI Act).read more
What is it? It’s an investment that gives the investor flexibility to be able to invest in underlying investment funds and decide on their annual income within certain prescribed limits.read more
A few months after the new default regulations for retirement funds came into effect, they have brought to light a few points that will have to be addressed. Here are six.read more