Estate planning Archives | Galileo Capital

How Your Investments Are Impacted by Estate Duty

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Planning for the future involves more than just growing your wealth—it’s also about ensuring that your assets are handled according to your wishes after you pass away. In South Africa, when a person dies, all their worldwide assets, including investments, form part of their estate and may be subject[...]

By Jonathan Theunissen, CFP ® Having a valid will is crucial, especially when minor children are involved. Without one, you lose control over the distribution of your assets upon your death, leaving the decision to be governed by law, specifically the Intestate Succession Act. This can place additional emotional and logistical burdens on your loved[...]

by Stienemarié Bonsma-Potgieter
Posted on March 12, 2024
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in Estate planning, Financial planning, Investing

by Stienemarié Bonsma-Potgieter, CFP® – Financial Planner In South Africa, only around 6% of people can retire comfortably and maintain their pre-retirement lifestyle. This is a concerning statistic. The sooner we start saving and investing, the better our retirement outcomes will be. We can also help improve the retirement statistics by not only taking control[...]

By Warren Ingram, CFP® What happens when a loved one loses mental capacity? The law offers a few options, but the situation is very complex, especially when adult children try to assist a parent who loses mental capacity. This article provides some ideas of the options available to family members facing this challenging situation. 1.[...]

The Key to Peace of Mind

Understanding the Importance of a Will By Katlego Mei, CFP® (Financial Planner at Galileo Capital) Many South Africans don’t have a valid will. This means lots of families are left vulnerable to financial trauma. In this piece, I discuss the importance of wills in personal finance and estate planning. Understanding the significance of wills can[...]

Estate planning

How Your Investments Are Impacted by Estate Duty

Estate Planning for Parents

Raising money-smart kids

Personal finance and mental incapacity in your family

The Key to Peace of Mind

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