Thinking of no longer being around is not something we think of regularly, however, it is important to make sure that your paperwork is in order and easy to follow in the event of your passing. Once you have put this information together, you will need...

The tax year-end is fast approaching us and there is still some time to pro-actively manage your current and future tax burden. The Apio Wealth team have jotted down some annual tax benefits available to you. Retirement Annuity Contributions – Top Up It’s important to ascertain whether...

Active managed funds Actively managed funds are funds in which portfolio manager(s) take a hands-on approach in the buying, holding, selling, selection and weightings of assets within a fund with the goal outperforming a given benchmark. Passively managed funds A Passively managed fund is a fund designed to...

Asset Property owned by one’s estate. It may include items such as your properties and contents, cars, shares, investments, retirement benefits, etc. Beneficiaries The listed individuals and/or institutions that shall inherit your estate in the event of your death Bequest An act of giving personal property or...

Twenty-twenty is the beginning of a new decade, a new beginning for some and the close of a chapter for others. If you were born between 1991 and 1999, you would have lived in three decades, over two different centuries and two millennia’s and you are...

We sat down with the Apio wealth team to find out about unit trusts as an investment. Are unit trusts a good investment? In the investment space it is unlikely to find one solution that fulfills the needs and goals of all investors. With that in mind...

Through this notice we want to assure all our investors that Apio will continue to adopt best practice measures to control the spread of the Covid-19 virus in our business. An internal Covid-19 committee has been established to ensure that Apio, its employees and other...

There are many reasons to have a professional, such as your advisor, help you draft your Will. Brandon Benatar put the top 5 reasons together for you. [caption id="attachment_1015" align="alignnone" width="600"] Work with the Apio wealth team to draft your will.[/caption] There is nowhere is South...

September is Wills Month which provides a reminder that it is important to have a will. Brandon Benetar from Apio Wealth put together the 5 top things to consider when drafting your Will. 1. Assets It is important to consider all your assets as well as the...

September is Wills Month which provides a reminder that it is important to have a will. Brandon Benatar from Apio Wealth put together these four reasons you need a will. A Will gives you a say even after your death as to how your estate...