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Jun 26, 20223 min read
Is age 45 too late to start saving for retirement?
In its simplest form, saving for retirement depends on three factors: time, contributions and returns. If you lag behind in one area,...
Jun 26, 20223 min read
Comparing Tax-free Savings Accounts with Unit Trusts
The close of the tax year is drawing near, meaning those wanting to make use of the tax-free savings account allowance have their last...
Jun 26, 20222 min read
I have an RA - do I really need a TFSA?
TFSAs can be a good investment choice for many individuals, because they are flexible and accessible and allow you to choose a variety of...
Jun 26, 20225 min read
Is Deferred Retirement an Option in the South African Market to Ensure Knowledge Transfer of Retiree
During the last 12-18 months I have been working increasingly with retirees and employees about to retire. Mainly coaching around the...
Jun 26, 20223 min read
Playing catch-up: compound interest adds up to a comfortable retirement
If statistics are anything to go by, many South Africans delay saving for retirement. When we are young, retirement seems just a speck in...
Jun 26, 20223 min read
Have a financial planning date this Valentine’s Day
Rita Cool, Certified Financial Planner at Alexander Forbes Financial Planning Consultants says couples who make separate decisions about...
Jun 26, 20225 min read
Is there any tax benefit in saving over the annual tax deductible amount towards retirement?
One of the key benefits of investing for retirement using a retirement fund is the generous tax deduction for contributions, subject to a...
Jun 26, 20226 min read
Sourcing alternative returns in uncertain markets
The introduction of Section 12J investments has provided local investors with a very unique opportunity to invest in tax-deductible...