Financial Planning

Know your rights

Human Rights Day is celebrated annually in South Africa on 21st March, and is arguably one of the country’s most important public holidays. The commemoration of this day serves as a reminder to all citizens of the country’s struggle [...]

Know your rights 2018-03-19T08:31:49+00:00

How does income protection work?

Being unable to temporarily - or permanently - work as a result of a serious illness or injury can put a serious strain on your financial well-being. In this day and age, an income protection policy can, therefore, prove [...]

How does income protection work? 2018-03-12T08:36:26+00:00

Make the most of public holidays

Arguably, one of the best things about spring in South Africa — apart from the pleasant weather and the abundance of Easter eggs — is the public holidays! Many people in South Africa work very hard. Legislation regarding the [...]

Make the most of public holidays 2018-03-05T08:20:23+00:00

How to avoid the retirement crisis

South Africa is currently in the midst of what is widely referred to as a ‘retirement crisis’, which could intensify if the issue isn’t addressed properly soon. After a period of excellent investment returns that have, up until recently, [...]

How to avoid the retirement crisis 2018-01-29T08:28:46+00:00

Hooray for RAs

Retirement Annuities (RAs) have been around for a long time, and are basically private pension plans that help you to save for retirement. As we near the end of yet another tax year, we move into a period that [...]

Hooray for RAs 2018-01-22T08:28:26+00:00

Prepare for additional tax increases next year

Towards the end of 2017, President Zuma instructed South Africa’s minister of finance, Malusi Gigaba, to resolve economic challenges after Standard & Poor’s lowered both the country’s long-term foreign and local currency debt ratings by one notch on Friday, [...]

Prepare for additional tax increases next year 2018-01-15T08:22:49+00:00

Is a tax-free savings account the best option for you?

Many South Africans have started taking advantage of Tax Free Savings Accounts (TFSAs), which were established by the government as an easy and safe way for citizens to increase their savings. When investing in a TFSA, you won’t be [...]

Is a tax-free savings account the best option for you? 2018-01-08T08:26:24+00:00

Attainable financial resolutions for 2018

Can you remember what resolutions you made last January? Or for how long you kept them? The trouble with resolutions is that they’re often made half-heartedly, in an annual acknowledgment of our inadequacies and a cursory attempt at self-improvement. [...]

Attainable financial resolutions for 2018 2018-01-01T08:22:11+00:00

Tread Lightly this Christmas

It’s easy for Christmas to turn into a frenzied flurry of wasteful consumerism, and to find ourselves knee-deep in ripped-up wrapping paper that we discard in a hurry before Christmas lunch. But before you fill black bin bags with [...]

Tread Lightly this Christmas 2017-12-25T08:18:18+00:00

Wealth tax for national healing?

Saturday, 16th December is an important day in the South African calendar as it marks the Day of Reconciliation. The significance dates back to two events in history. The first of these was in 1838, when the Battle of [...]

Wealth tax for national healing? 2017-12-18T08:08:21+00:00
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