What should investors do? It is almost impossible to predict how the markets will react or recover during this pandemic. The following...

At PBA Financial Services we have noted the following common trends caused by the virus pandemic and would like to reassure all of you...

In order to get full cover for expensive jewellery like a wedding ring or engagement ring, this will need to be specified under the All...

The annual cap on contributions to tax-free investments has been increased from R33 000 to R36 000 from 1 March 2020 with the lifetime...

Your decision to start saving and investing for your retirement is possibly one of the most important you’ll ever make. One of the main...

Whatever the size of your personal fortune and assets owned, a will is an important aspect of an overall strategy to manage financial...

In terms of Risk cover we get many requests for assistance with Life Cover and for Disability and to a lesser extent until illustrated...

Discovery Vitality’s main priority is making sure you have factual and accurate information to help keep your clients safe and informed...

Policyholders often don’t consider all the implications of nominating a minor child as a beneficiary on a policy It is common for parents...

Medical Aid plans - Are designed and approved by the Council of Medical Schemes of South Africa. Depending on the Medical Aid provider,...

It is very important that you compile a current asset register that you save in the cloud.This will prevent your assets from being...

At PBA Financial Services we have recently had an influx of young clients who are worried about how their parents will survive when they...

Gap cover is a short-term insurance product designed to provide extra protection for those who already have a medical aid membership. By...

What if your home burnt down, and along with it, all your belongings and computers, you lost your inventory list and compliance...

Discovery Primary Care allows approximately 1,2 million people access to private healthcare in South Africa. DPC offers day-to-day...

With the 2019/2020 tax year around the corner, now is an opportunity to take advantage of the available tax benefits. Here are the...

When it comes to money, setting New Year’s resolutions for yourself is easy, but committing to and following through with those...

PBA Financial Services are a dedicated team of independent financial advisors who strive to provide our clients with the best possible...

December is here and for many of us that means locking up our homes for a few weeks while we go on holiday. Before you go, however, it’s...

The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to...