January - 2018

Five things to do before 28 February

The 28th of February marks the end of the financial year. All information up to this date will be included in your 2017/18 tax return,...

1. Assess your 2017 plan progress. Look at any areas of your 2017 written financial plan that you have not yet accomplished and endeavour...

A recent survey showed that in terms of retirement literacy, many people leave a lot to be desired. In fact, 80 percent of the...

7 things your planner can help you do 1. Set realistic goals and take steps to achieve them. 2. Save for education. 3. Plan and save for...

The investment environment has changed dramatically over the past 15 years. Today, investors have access to company information within...

I am an independent financial advisor, taking on a holistic approach to financial planning. Looking at wealth protection as well as...

You might think it takes a lot of luck to achieve financial security and a comfortable lifestyle, but luck is only an opportunity, not an...

Accountants refer to asset classes as either non-current assets or current assets. There is a distinctly different approach to asset...

Above-inflation increases in education costs and inadequate financial planning coupled with the changing nature of education leave many...

It is crucial to find the balance between discretionary and retirement savings When planning for retirement it is crucial to look at a...

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