Savings & Investments

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Can South Africa become a nation of savers?

23 February 2016

Most people love a Shakespearean drama. One of the reasons that he is still one of the most studied authors of all time is that there are lessons that can be learned from his works which are still relevant today.

Time for a saving spree – tax free!

19 February 2016

With the end of the tax year fast approaching, investors have only until 29 February to make their annual contributions to products that facilitate tax-free investing. The retirement annuity (RA) has been around for many years, but this is the first year that investors need to remember to contribute to a tax-free savings account (TFSA) as well, to make full use of their annual contributions allowed by SARS.

Getting your financial goals set for the year

12 February 2016

Most Economists agree that 2016 will be a year in which individuals and households will experience increased pressure on their finances. A weak exchange rate, the impact of droughts on food prices as well as continued increases in the general cost of living will see inflation rising. As a result interest rates will continue to rise and the cost of household debt will increase resulting in further pressure on cash flows. How will South Africans be able to make provision for retirement savings under these circumstances? A good point of departure when it comes to managing one’s personal finances is to set SMART objectives.

The difference between a Tax Free Savings Account and a Retirement Annuity

02 February 2016

Many people don’t understand which tax is being referred to when discussing Tax Free Savings Accounts (TFSA), says financial consultant Carl van der Berg of Alexander Forbes Financial Planning Consultants.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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