by Sarah Coetzee | Aug 20, 2020 | Financial planning and advice
2020 has turned life on its head and left the world feeling out of sorts; uncertainty and a lack of control over the outcome is often the most worrying. What better way to review the year and your future this Women’s Month than by tackling your finances and focusing...
by Sarah Coetzee | Apr 8, 2021 | Financial planning and advice
The immediate impact When faced with news of the impending total lockdown we could not help but feel a sense of disbelief. Following some frenetic activity to ensure we had everything we needed (and a few things we did not), the absolute silence in an urban city...
by Sarah Coetzee | May 12, 2020 | Retirement
You have been looking forward to starting a new phase of your life in 2020 as your retirement date approaches. You had ideas for ticking items off your bucket list. But now you’re worried about your retirement planning amid the Covid-19 pandemic. Not only has...
by Sarah Coetzee | Jun 10, 2020 | Retrenchment
Retrenchment benefits may seem few and far between You can make sure that you know your legal rights in terms of what retrenchment benefits are due to you. Be sure to structure your final severance package optimally in terms of income tax and also ongoing personal...
by Sarah Coetzee | Aug 31, 2020 | Investments
To understand SA bond returns, we need to recognise that bonds are usually used as a hedge for equities when diversifying an investment portfolio. This is because in general, when market volatility leads to equity values falling, bonds will maintain their value. What...
