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HomeInsurance

Posts in category: Insurance

working days

Working daze?

September 20, 2017
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

I think SARS started it all with their 21 working day turnaround times for things like “verification of supporting documents”. Or 30 working days turnaround for disputes! And they claim to be "at your service"? Unfortunately, it hasn’t taken long for

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Tombstone engraved with RIP

The great funeral-cover rip-off: Part Two

September 13, 2017
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

A short while back, we wrote about what we see as the iniquitous selling of funeral policies to the poor and vulnerable. It's our view that there's a significantly better way to do it through the use of a properly underwritten whole-of-life policy.

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home sweet homw

It’s often the little things that matter…

September 2, 2017
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

One of the “compulsory” forms of insurance that people with bonds have to have is Home Owners Insurance (HOI). This is insurance that covers the cost of replacing the building if it is destroyed through things like fire and floods. Usually the bank t

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gilded cage

A gilded cage is not the answer, Liberty and Discovery

August 26, 2017
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

I remember, just after 9/11, listening to Clem Sunter speak about the choices that America had in response to the events that had just unfolded. Essentially, they had two choices, and the choice they made would define their future. The choices w

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fear

Fear of dying

May 5, 2017
by Gregg Sneddon EstatesFeaturedFinancial Education

As human beings, emotions often dictate our behaviour. One of our dominating emotions (if we are honest with ourselves) is fear. Fear of loss, fear of being hurt, fear of being poor, fear of missing out, fear of being sick, fear of clowns, fear of ne

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penalty

To pay a penalty or not?

April 13, 2017
by Gregg Sneddon EquitiesFeaturedFinancial Education

A client of mine presented a potential dilemma to me. He has a living annuity through Liberty Life but also has the bulk of his living annuity funds on a LISP platform. He was wanting to move the Liberty one to the LISP and consolidate his investment

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3-sec1

“Dinosaurs R us?”

February 28, 2017
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

I was at a workshop session recently where the following quote was mentioned "Finance will be the most disrupted industry in the next 10 years". The quote was attributed to Peter Diamandis, the executive chairman and co-founder of Singularity Univers

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220px-William_of_Ockham

Occam’s razor

July 29, 2015
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

It was while shaving one morning recently that Occam’s razor came to mind. William of Occam was a 14th century Franciscan Friar who studied logic and is credited as the first person to make known the “law of briefness”. In short he said that when fac

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better-way

TFSA’s – a better way?

March 23, 2015
by Gregg Sneddon EquitiesFeaturedFinancial Education

There seems to be quite a bit of activity around the new TFSA accounts and yet it seems to be by all the "wrong" people. By this I mean that the people who seem to be getting excited are not the actual intended beneficiaries...we seem to be forgettin

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ubuntu

A very real problem with an “ubuntu” solution

March 15, 2015
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

Got an email from a client whose domestic worker has ±R50k saved in a unit trust fund and who wants to know if her (minor) kids would be able to get the funds if she dies. The short answer is no, but this is not helpful. Not only would the kids (n

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