What is the Financial Wellbeing Programme?
Offered as a valuable free service, in partnership with like-minded employers, funds and trustees that want to make tomorrow better for all, FWP is making financial empowerment a reality in South Africa.
Master your financial future
Pick a topic from the list and sharpen your financial knowledge.
Get to know the big words on the road map to your financial plan as well as how to protect your wealth, create a will, make lucrative investments and retire as a satisfied senior one day.
Take a look at your short-term insurance options, the right kind of cover, what to expect when it comes to insurance premiums and how to claim.
Wills & Estate Planning
Take a look at what you should be thinking about as you draw up your will, how to get on top of estate planning, what to expect when it comes to paying estate duty (tax) and the pros and cons of trusts.
Consider all the signposts on your road to retirement, learn how to preserve and reinvest your retirement benefit, and sort out all the items on your retirement checklist before the big day arrives.
Your finances should fit you
Learn how to manage your money based on what's important to you.
Part of being prepared is ensuring that you have the right tools. And we have just the tools to help get you on your financial education journey. Our tools are really easy to use - 5 minutes is all you need to find out if your savings are on track and another five to download our budget tool to help you re-route if you're not!
Here's what our community had to say about the programme.
Interviews, articles and opinion pieces to inform your thinking.