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.
In these current market conditions, if you have a job, hold on to it. Resigning from a job without a new one lined up, just to access the money saved in your retirement fund can have devastating consequences down the line. Steer clear of your retirement fund.read more
The COVID-19 pandemic has resulted in slow economic growth during 2020, and while it may be tough for many of us to save for a rainy day, a little effort in this regard can go a long way.read more
We recognise the devastating impact that the current Covid-19 pandemic is having on businesses and people in South Africa and beyond. We applaud the government’s swift and decisive action to mitigate transmission risks in South Africa, as we all play our part in flattening the curve.read more
In my 20 years in the financial industry I have seen that our clients who are fully aware of their income and expenses experience the least stress and have the most savings. It is imperative to keep a monthly – and even an annual – budget.read more
According to the World Health Organisation, breast cancer impacts 2.1 million women each year. In 2018, 15% of all cancer deaths in women were due to breast cancer. Men, however, can also develop breast cancer.read more
A recent webinar hosted with Business Report dealt with the importance of proper administration of a trust to prevent a trust from being labelled someone’s ‘alter ego’ (an extension of oneself), whereby the trust form is disregarded when is comes to claiming money from a person, resulting in the inclusion of the trust’s assets in calculating a claim typically against a trustee.read more
We would like to inform you that, as of 1 October 2020, we have new IPMI rates in place for the UK & Rest of the World (‘ROW’) (excluding the European Economic Area ‘EEA’). If you conduct business in the EEA, you will also receive an email update about Bupa Global IPMI rates for that region.read more
When upgrading to a Gap Cover option that provides more comprehensive benefits, our 12 Month Pre-Existing Condition Waiting Period applies to the enhanced benefits. But… effective immediately, existing clients can make the most of our annual Option Change Window Period and change their Gap Cover option with a cover start date between 1 September 2020 and 1 March 2021.read more
The trustees are required to administer the trust in terms of the law and the provisions of the trust instrument and act with the highest degree of diligence and caution. Trustees are required to be more careful and prudent with the affairs of the trust than they would be with their own affairs.read more