When should you check on your investment?
It’s a good idea to check your investments regularly, but do it too frequently, and you could end up locking in losses. In his personal...
Don’t let a careless estate plan undo a lifetime of saving
Savings Month is here and as we see every July, many South Africans are taking the opportunity to review their savings habits and...
Income Protection, 7 things you should know
Income Protection (IP) can be a minefield for financial planners, employee benefit consultants and clients alike so lets try understand...
The differences between Endowments & Unit Trusts
You’re sitting across the table from your financial advisor talking investments when he or she recommends you stay away from a unit trust...
Do You Have An Updated Last Will And Testament
If you have not got this in order - then I suggest you schedule a no obligation - no charge consultation with myself to get your will in...
Retirement planning – is it keeping you awake at night?
The chances are, if you’re older than fifty, you’re probably thinking about planning for your retirement right? If you’re only just...
Save up to 1/3 off your tax bill & Boost your Retirement Savings!
South African Retirement Annuities and Tax-Free Savings Accounts are the ideal way to invest tax efficiently for your retirement. Tax...
Why do you need severe illness cover?
If you belong to a medical scheme and you have taken out cover for disability, you may wonder why you also need severe illness cover....
Which poses the bigger risk: your investments or you?
It has been recommended countless times by successful investors that, if we want to become wealthier, we need to take on an element of...
Tax Free Savings Benefits
How Much Could You Make In A Tax Free Investment? As of 2015, the National Treasury has introduced a number of incentives for tax-free...
