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Legacy Wealth Solutions

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Legacy Wealth Solutions

Legacy Wealth Solutions is a leading independent Employee Benefits and Wealth Management practice

03/11/2026

Same option. New year. Still the right fit?

Keeping the same medical-aid option can feel easiest, but a new benefit year is a useful point to check whether it still fits.

Before confirming 2027, review what changed in your household, how you actually used healthcare this year, the networks and benefits that matter, and what the contribution means for your wider budget.

If you also have gap cover or medical insurance, review those separately. They play different roles and should not be treated as interchangeable.

Legacy Wealth Solutions can help you consider the decision in the context of your broader financial plan.

Explore Medical Cover: https://legacywealthsolutions.co.za/medical-cover.html

29/10/2026

Before the year ends, ask one useful question: what changed?

A new role, income change, business decision, family milestone, healthcare need or beneficiary change can all affect the financial plan.

The goal of a year-end review is not to replace everything each year. It is to confirm what still fits, identify what no longer does and make sure the different parts of the plan still work together.

Legacy Wealth Solutions' holistic planning approach brings those decisions into one conversation.

Schedule a Financial Review: https://legacywealthsolutions.co.za/contact-us.html

27/10/2026

Healthcare benefits should not be reviewed in isolation.

For employers, healthcare benefits sit alongside retirement, group risk, employee communication and the overall benefits budget.

A year-end review should ask whether the programme still reflects workforce needs and business priorities, whether employees understand what is available to them and where the current structure may need closer attention.

The value of a review is not in changing everything. It is in seeing the programme as one connected benefits strategy.

Explore Legacy Employee Benefits: https://legacywealthsolutions.co.za/employee-benefits.html

22/10/2026

Price is only one part of a medical-cover decision.

When comparing medical aid options for next year, look at how the benefits match your likely healthcare use and household needs — not only the monthly contribution.

Consider hospital or provider-network rules, day-to-day benefits, chronic needs, dependants and what you can sustain across the year. If you also have gap cover or medical insurance, review those separately. They serve different purposes and should not be treated as interchangeable.

Legacy Wealth Solutions can help you consider medical-cover choices in the context of the wider financial plan.

Request a Medical Cover Review: https://legacywealthsolutions.co.za/medical-cover.html

20/10/2026

Three days to go: 23 October is the non-provisional filing deadline.

If you are a non-provisional individual taxpayer who was not auto-assessed, 23 October 2026 is your filing deadline.

If you still need to file, use SARS eFiling or other official SARS channels and prioritise accuracy over a last-minute rush. Provisional taxpayers have a different filing deadline — 22 January 2027 — so make sure you know which category applies to you.

If the filing process has raised broader questions about retirement, investments, medical cover or your financial plan, Legacy Wealth Solutions can help with the planning conversation.

Check official filing dates: https://www.sars.gov.za/types-of-tax/personal-income-tax/filing-season/ | Financial planning: https://legacywealthsolutions.co.za/financial-planning.html

15/10/2026

Before 2027 benefit decisions are finalised, ask whether the current structure still fits.

A useful employee-benefits review should consider more than the products currently in place.

Does the retirement structure still support the workforce? Are group-risk benefits understood? Do healthcare benefits remain relevant? Are employees clear on what is available to them? Does the overall programme still make sense for the business?

The point is not to change benefits for the sake of change. It is to know what still fits and where a closer review is justified.

Explore Legacy Employee Benefits: https://legacywealthsolutions.co.za/employee-benefits.html

13/10/2026

A tax return records what happened. A financial plan decides what happens next.

Once the return is submitted, the useful question is what the numbers are telling you.

Did your income change? Are retirement contributions still aligned with your goals? Are investment structures still appropriate? Have family or business circumstances changed?

Not every change requires action. A good review should identify what still fits, what may need attention and what can remain exactly as it is.

Request a Financial Review: https://legacywealthsolutions.co.za/financial-planning.html

08/10/2026

Before you compare medical options, compare your needs.

When your medical scheme releases its 2027 options, start with your needs before you start comparing brochures.

Ask: What healthcare do you and your family actually use? Which benefits matter most? Which provider networks or hospital choices affect you? What contribution level is sustainable?

If you also use gap cover or medical insurance, remember these are separate products and should be reviewed on their own terms.

A good medical-cover review is about fit — not simply choosing the lowest monthly contribution.

Explore Medical Cover: https://legacywealthsolutions.co.za/medical-cover.html

06/10/2026

23 October is closer than it feels.

23 October 2026 is the filing deadline for non-provisional individual taxpayers who were not auto-assessed.

If you still need to file, give yourself time to check the information reflected in your return and submit accurately. Filing season can also highlight questions that belong in the wider financial plan — investment income, retirement contributions, medical-scheme information and changes in your financial circumstances.

Legacy Wealth Solutions can help you review those planning questions. Tax-return filing itself should be handled through SARS or your tax practitioner.

Discuss Tax-Aware Planning: https://legacywealthsolutions.co.za/financial-planning.html

29/09/2026

Before you appoint an employee-benefits adviser, ask these five questions.

The adviser you choose can shape how your business approaches employee benefits over time. Before appointing a new adviser, or reviewing your current relationship, ask:
1. How do you assess our business and workforce needs?
2. Are recommendations driven by our needs rather than a predetermined product?
3. How will employees be helped to understand their benefits?
4. How will the programme be reviewed for relevance, administration and value?
5. What ongoing support can we expect?

Better questions can lead to a more informed benefits decision.

If you are reviewing your current employee-benefits approach, explore Legacy Employee Benefits: https://legacywealthsolutions.co.za/employee-benefits.html

Address

Hyde Park Lane 2nd Floor Lancaster Gate
Sandton
2196

Opening Hours

Monday	07:00 - 15:30
Tuesday	07:00 - 15:30
Wednesday	07:00 - 15:30
Thursday	07:00 - 15:30
Friday	07:00 - 15:30

Website

https://legacywealthsolutions.co.za/

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