HOW MUCH SHOULD YOU INVEST IN YOUR RETIREMENT ANNUITY?

Retirement annuity tax deductibility

Are you clueless when it comes to working out how much to invest in a retirement annuity? Well, we’re about to teach you how to do your own retirement annuity calculation. You do know that the money you invest into a retirement annuity (RA) is tax deductible, and that the tax deductible amount differs from person to person? […]

Does Your Buildings Insurance Offer These Benefits?

Portrait of a young man smiling with hands raised

What’s the single most important thing you own? It’s your home, right? Okay, with the price of cars nowadays, it’s a toss-up between houses and cars. But insuring a car is easy. Everyone knows what your car is worth, so if: you smash it then your insurer repairs it If it’s stolen they replace it […]

THE SECRET TO BUYING LIFE INSURANCE

Elderly couple purchasing life insurance

Ever wondered whether you could’ve bought your life insurance cheaper elsewhere? You’re about to find out something every financial advisor knows – that the company or companies we represent are not always the cheapest for every one of our clients. But what would you have him or her do – refer you to a dozen other […]

HOW TO TEACH YOUR CHILD ABOUT MONEY *CALCULATOR*

The Piggy Bank and Spreadsheet Method

Woman trying to get some money out of piggy bank

Have you ever opened a bank account for your children to teach them about money? I’ve tried it – what a hassle! Once a month I’d ‘mission’ down to the bank to deposit the required R50 a month (Hey, he costs me a fortune every month, so I thought R50 was fine at the time). Every […]

WHO GETS THE BIGGEST PENSION – MEN OR WOMEN?

Smiling senior woman sitting in couch at home

Do the same figures apply if Herman, John and Paul were female? Last week Carol left a comment on the blog asking this question. Carol was talking about the size of their pension incomes. It’s actually an excellent question which I’m now going to answer. But first… Who on earth are Herman, John, and Paul anyway? […]

2 HILUXES STOLEN IN 2 MONTHS!

Hilux

This is what your car looks like after thieves have finished looking for the tracker! The first time it happened was in April. My client stopped off at a restaurant on a Saturday afternoon. After lunch he goes out to his car only to find it missing. The second time it happened was exactly a month later. Wednesday morning […]