Personal
Wealth
Home
For Clients
For Clients
Investment planning & advice
Plan for your retirement or career transition
Build generational wealth
For Financial Planners
For Financial Planners
Planning & Investment Advice
Practice Wellness
Ultra-High Networth Client Solutions
Discretionary Fund Managers
Estate planning Solutions
Investing
INVEST WITH US
Local investment products
Offshore investment products
Investment funds
Bespoke Investment Solutions
Investment Backed Lending
EQT
Responsible Investing
INVESTMENT MANAGERS
Private Clients
Symmetry
Cash and Liquidity
Private Clients
Private Clients
Home
Our Services
Why choose us?
Insights
Investment Research Library
Contact Us
EQT
About Us
About Wealth
Who we are
Our People
Rewards
Insights
FAQ
Contact & Help
Business
Corporate
Institutions
Claims
Find an adviser
Careers
About
Contact Us
Personal
Wealth
Home
For Clients
For Clients
Investment planning & advice
Plan for your retirement or career transition
Build generational wealth
For Financial Planners
For Financial Planners
Planning & Investment Advice
Practice Wellness
Ultra-High Networth Client Solutions
Discretionary Fund Managers
Estate planning Solutions
Investing
INVEST WITH US
Local investment products
Offshore investment products
Investment funds
Bespoke Investment Solutions
Investment Backed Lending
EQT
Responsible Investing
INVESTMENT MANAGERS
Private Clients
Symmetry
Cash and Liquidity
Private Clients
Private Clients
Home
Our Services
Why choose us?
Insights
Investment Research Library
Contact Us
EQT
About Us
About Wealth
Who we are
Our People
Rewards
Insights
FAQ
Contact & Help
Business
Corporate
Institutions
Claims
Find an adviser
Careers
About
Contact Us
The Wealth Debrief Exchange
Bad Estate Planning Can Undo Good Financial Plans
Conversations with planners across South Africa reveal the hard truth that robust estate planning isn’t optional, it’s essential for protecting generational wealth. In this episode, David Veary and Tiaan Herselman CFP® unpack a “silent crisis”: 90% of people say having a will is important, but over 70% of working South Africans don’t have one. They also explore how overlooked details like marital regimes, offshore holdings, estate liquidity and non-South African beneficiaries can derail even the best financial plan. Watch this interesting discussion to understand why estate planning needs to be part of every financial conversation.