5 tips to get your home loan approved
For many first time buyers, the process of applying for a home loan can often be daunting as they wait eagerly for a positive response...
Busting myths about retirement savings
Millions of South Africans face a future of working well past their retirement age in order to shore up finances. Inadequate financial...
Pay Less Tax While Planning For Your Future
In the National Budget address at the end of February, the Finance Minister is expected to announce tax increases. Fortunately, there are...
Protecting Your Nest Egg
In my continued quest as your Financial Advisor, I am continuously looking for ways to be innovative and add value to each and every...
SA In Junk Status - What Does This Mean To You
News broke on late Monday afternoon that South Africa had been downgraded to junk status by rating agency Standard and Poor’s (S&P). The...
How to pay yourself and not the taxman
If you are unhappy about paying tax, start investing tax-free The reality is that even if you are not a top income earner, you will be...
IS YOUR RETRENCHMENT PACKAGE TAXABLE?
So twice in the past month I’ve gotten a call from clients about the same thing – retrenchment. The first person was in the process of...
Why brokers aren’t more expensive than direct insurers
Direct Insurers often claim that going direct to an insurer and cutting out the “middleman” will save you money. A study conducted by the...
Financial Planning Checklist
Below is a financial planning checklist. If you answer “NO” or “I DON’T KNOW” to these questions, I suggest we get together to have a...
How much you would need to save every month to retire a millionaire in South Africa
One of the biggest concerns facing South African households today is saving up enough money for retirement. While we tend to contribute...
