Blog

Monthly Update

Feb 22

This month we’re discussing the advantages of a Retirement Annuity – Click the link to view our monthly Newsletter Summary – January ’21 Monthly Market & Fund Update

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Lower your tax in 2021

Feb 10

It’s almost the end of the 2021 tax year (1 March 2020 – 28 Feb 2021) which means you have just a few days left reduce your taxes for this year. It may even result in a higher tax refund when you submit your annual tax return with us this tax season. Here are the […]

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Monthly Update

Jan 11

We would like to wish all of our clients a safe & prosperous 2021. Click the link to view our monthly Newsletter Summary – December ’20 Monthly Market & Fund Update    

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Monthly Update

Nov 25

Click the link to view our monthly Newsletter Summary – October ‘20 Monthly Market & Fund Update    

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To invest locally or offshore? That really isn’t the question

Nov 16

As a local investor who has faced a bumpy 2020 in financial terms, you may be looking to global markets to expand your investment horizons, with the hope of recouping some of the losses that you may have incurred in local markets this year. Before you move your money offshore though, take a moment as […]

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Investment guidelines to see you through the crisis

Oct 21

Bouts of market volatility may be unsettling but they are an unavoidable feature of long-term investing. The important thing is to avoid making mistakes along the way. These investment guidelines hold true for any environment, but they’re particularly useful to keep in mind during times of extreme volatility. Here are six investment guidelines to keep […]

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The importance of a Will

Oct 21

Too many people don’t consider the essential importance of writing a Will, assuming that everything they have earned will automatically be left to the ‘obvious’, intended beneficiaries when they pass away. But that’s not always the case. WHAT HAPPENS IF I DIE WITHOUT LEAVING A WILL? The short answer : If you pass away without […]

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What Is a Will and Why Do I Need One Now?

Oct 5

The document spells out who should get your assets after your death. A will is a legal document that sets forth your wishes regarding the distribution of your property and the care of any minor children. If you die without a will, those wishes may not be carried out. Further, your heirs may be forced […]

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Saving tips throughout the ages

Sep 21

Planning for retirement is all about setting the right savings goals for each stage of your life, and starting as early as possible. Most South Africans only start saving for retirement at 28 when they should ideally start at 23. Most are also saving less than they should. Here are a few honest conversations you […]

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What is Compliance?

Sep 21

In short – the term compliance describes the ability to act according to an order, set of rules or request. In the context of financial services businesses compliance operates at two levels. Level 1 – compliance with the external rules that are imposed upon an organisation as a whole Level 2 – compliance with internal […]

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