Trevor Groves - Financial Advisor

https://www.iol.co.za/lifestyle/health/how-to-read-and-understand-your-medical-aid-to-avoid-paying-for-benefits-you-will-never-use-8a70d5c4-8c69-490e-9a21-2e0b320ca4c2

How to read and understand your medical aid to avoid paying for benefits you will never use It’s advisable to evaluate your medical aid coverage each year to make sure you have adequate cover for your needs or for any changes in your health.

https://www.ecr.co.za/lifestyle/family/ways-make-your-petrol-go-further/

Ways to make your petrol go further Several of us are feeling the pinch from the rising petrol price. Here is how you can ensure you don't spend more than you have to.

https://www.iol.co.za/personal-finance/medical-cover/medical-aid-getting-too-expensive-here-are-your-options-cd8715b5-38a7-4935-a44c-aa30570011a5

Medical aid getting too expensive? Here are your options In a recent Sanlam survey, 36% of the almost 5 000 adult respondents said they did not have medical aid, citing affordability and income level as the main reasons for not being covered.

https://businesstech.co.za/news/banking/559496/6-tips-to-help-you-save-in-2022/

6 tips to help you save in 2022 The first quarter of 2022 presents the perfect opportunity to reflect on your spending of last year and think about what you’d like to do with your money in the months to come. While you might want to save and invest to realise your goals, you may feel as though you don’t have enough money to ac...

Six things to consider before retiring It’s important to keep in mind the potentially extensive retirement period you will need to fund for, and the multitude of eventualities you could be faced with.

Avoid a January cash crunch and spend wisely this December, debt counsellors advise Benay Sager, chairperson of the National Debt Counsellors’ Association, says debt counsellors typically see a spike in enquiries in January and February.

Glad that we were able to give back to those in need.

I look forward to being a part of many more initiatives in the future. Well done Liberty Team!

I often get questions from clients on this topic

There is some useful information contained here..

Debt and deceased estates: Your questions answered Making provision for one’s debt is an essential part of estate planning, and failure to do so can leave your loved ones financially compromised.

Assets that won’t attract estate duty And how they can be incorporated to reduce tax in one’s estate.