by admin | Nov 17, 2012 | Financial planning and advice
SA’s young professionals are money-savvy The number of young professionals in SA has increased, and one of the reasons for this has been the unprecedented economic boom experienced over the past couple of years. A fair amount of our time as financial planners is...
by admin | Nov 17, 2012 | Financial planning and advice
When it comes to financial security, it is important to have a plan. As the old saying goes, failing to plan is like planning to fail. You should, in consultation with a professional financial planner, devise a written financial plan that takes the following factors...
by admin | Nov 17, 2012 | Offshore investing
Global Assets are Calling No time like the present to diversify into global assets Increased volatility in the financial markets, heightened risk aversion, depreciation of the dollar, the possibility of a US recession, and increasing oil and gold prices are just some...
by admin | Nov 17, 2012 | Investments
Have you been thinking of a holiday home investment for a while now? Or perhaps you already have a holiday home and are finding that the costs of running and maintaining this second home are becoming increasingly expensive? Do you need to put off this purchase, or...
by admin | Nov 16, 2012 | Retirement
Retirement Fund Withdrawal July 4-5, 2009 Easier Calculations, Less Tax to Pay. What’s Wrong with That? As of 2009, does your retirement fund withdrawal now involve an easier tax calculation and a larger amount tax-free? YES. Does that mean you should withdraw...
