Category: Blog

When it comes to protecting your home, there are multiple insurance products you can have in place, each designed to cover specific aspects of your property. This month we look at important considerations for each type of insurance. Your home is most probably your most expensive asset, so it makes sense to have as much…

If your retired parents are considering cancelling their life cover policies, do not let them without discussing an alternative option first. We unpack how you can benefit from becoming the premium payer on your parents’ life policies. When most individuals reach a stage in their lives when all their debt is paid, their children are…

At the start of a new year most people experience a renewed sense of motivation for setting goals and priorities to be achieved in the next 12 months. These goals and priorities should mainly be structured according to one’s new life stage about to be entered or planning on entering in the near future. Financial…

The WMD team would like to thank each one of our clients for your continued support during the past year. We appreciate your contribution to a successful 2021 for WMD – thank you! We want to end off the year with a few highlights we as a business experienced this year:        …

Covid-19 and global lockdowns experienced the past two years have had a massive impact on all facets of life, including investments, and has shaped the way of doing things in a post-pandemic world. We breakdown the most important investment lessons from 2021 and unpack next year’s anticipated investment trends for you to implement in your…

Most of us consult experts in their fields when it comes to our health, fitness or careers, but do you follow the same approach when it comes to your finances? A financial advisor should fulfil the role of financial consultant to help guide you on your financial journey. Your financial advisor should offer counsel based…

With National Wills Week that recently took place, South Africans were reminded of the importance of having a valid and updated Last Will and Testament. What are the implications of not having a Will, and what are the important considerations to bear in mind when having your testament drafted? The COVID-19 pandemic has claimed millions…

Most of us will only consider funeral-related expenses in the event of death in our family. When faced with such an impossible situation, financial complications will only add additional stress and is the last thing you would want to be worried about when experiencing immense tragedy. What are the actual costs of a funeral and…

With July known as National Savings Month in South Africa and with tax filing season currently underway, investing your tax return could serve as a unique savings strategy. When considering how much you receive from your tax return each year, instead of spending the entire amount, why do you not allocate a portion thereof towards…