PPS

As we enter the summer season, ensure that all aspects of your life are safeguarded with tailored insurance solutions from PPS Short-Term Insurance. Whether you're planning a holiday or staying close to home, our comprehensive cover ensures you're protected against unexpected events. Enjoy the season with confidence, knowing you're covered. Obtain a fast, convenient quote today. https://lnkd.in/dczi4dBf

Kanyane Matlou, senior portfolio manager for listed property at Terebinth Capital, shares his views on the SA listed property sector. Click on the link to read more - https://lnkd.in/dN4jNk79

We extend our heartfelt thanks to all our guest speakers and, most importantly, to you, our attendees. Today was filled with invaluable contributions to crucial discussions and engagements around making your next chapter your best chapter yet. Your participation made this event a resounding success and we eagerly look forward to welcoming you at our next summit! #PPSRetirementSummit #Nextbestchapter #Successisbettershared

As the 4th #PPSRetirementSummit concludes, our panellists emphasised several key points: 1. Ensure you have a valid will. 2. Understand how your marital regime influences your estate plan. 3. Engage a specialist for holistic planning. 4. Appoint a professional executor; succession planning is essential. 5. Stay compliant with SARS. 6. Have a reliable accountant and maintain oversight. 7. Collaborate with a financial adviser throughout your journey. In essence, plan your life today—your legacy depends on it.

Our panellists further delved into key considerations for retirement planning: 1. Regularly review your will. 2. Understand the differences between trusts. 3. Be aware of the costs associated with death. 4. Consider life insurance for death and loss of income. 5. Stay informed about international legislation if you have offshore accounts; life cover is a true benefit with its quicker payout. #PPSRetirementSummit #Nextbestchapter #Successisbettershared

Protecting Your Legacy: Panel Discussion led by Masenyane Molefe Our panellists, Advocate Anneke Le Roux, Motshabi Nomvethe, and Bianca Leanne De Vries, emphasise the importance of holistic estate planning. Advocate Anneke Le Roux highlighted the staggering fact that only 14% of South Africans have a will, and 65% of those lack proper planning. Consider what will happen if you live longer than expected and think of strategies to protect yourself. When evaluating life solutions, focus on how you plan to care for yourself in unforeseen circumstances. Life benefits, such as funds, enable you to look after yourself. #PPSRetirementSummit #Nextbestchapter #Successisbettershared

Johan Gouws discusses the concept of leaving a legacy, noting that for many, it is not necessarily about wealth creation for their children, but rather about avoiding dependence on them during retirement. Preparation is key, and meticulous planning requires a clear sense of direction. In his book, "Your Ultimate Personal Finance Guide," he provides essential discussion points to explore with your financial planner: 1. Remember to start with the end in mind. 2. Allow the market to do what it does best. 3. Save as much as possible.

Once you identify how to bring together your talent, passion, and skills into fruition, it is crucial to consider the practical implications. Our next speaker, Johan Gouws, Head of PPS Wealth Advisory, offers practical strategies to ensure you are financially prepared for your best years ahead. #PPSRetirementSummit #Nextbestchapter #Successisbettershared.

Leadership is a privilege to enhance the quality of life and an opportunity to enrich it. The goal of transformation is to ensure that economic growth reflects a redistribution across the population. Prof. Bonang Mohale highlights the importance of the intentionality of creating impact in retirement by taking proactive action in addressing socio-economic issues. #PPSRetirementSummit #Nextbestchapter #Successisbettershared

We are delighted to be in a space where members, industry movers and specialists are able to converse and share perspectives, knowledge and insights.