RA
Lower your tax in 2021
It’s almost the end of the 2021 tax year (1 March 2020 – 28 Feb 2021) which means you have just a…
The simple answers
Is the very thought of planning a barrier for you when it comes to investing? Or are you guilty of overanalysing and…
Consider your goals when investing offshore
Goals-based investing is about aligning your investments with your life. When you decide how to invest, you should start with your end…
Your Financial Year Checklist
The current 2018/2019 tax year is ending on 28 February 2019. During this time, it is important to remember to make use…
Newsletter
The end of February sees an end to another tax year. In this newsletter, we remind our clients that the current tax…
The 100 year Life
Don’t just plan for retirement, Plan for a long life Those in the retirement industry bemoan the fact that South Africans are…
The Snowball Effect
A century ago Albert Einstein shook the foundations of our understanding of the universe when his theories of relativity changed the way…
I’ll cross that bridge when I get there
Starting your retirement savings is as much a mental battle as it is a financial one. Our excuses are our biggest barriers…
The advantages of investing in a Retirement Annuity
This time of year, many investors are in a rush to contribute as much as possible towards their retirement annuities before the…
Let SARS help you pay for retirement
The South African Revenue Service (SARS) wants to help you pay for your retirement. The way in which they do this is by…