SA's No 1 Insurance Blog

IS CASH REALLY THAT SAFE?

IS CASH REALLY THAT SAFE?

Have you heard the story of the frog, the pot of water, and the stove? The story goes that you place a frog in a pot of cold water on the stove. Then you switch on the stove and slowly bring the water to boil. It’s said that the frog will continue to sit in the...
ONE ADVANTAGE OF OWNING A RETIREMENT ANNUITY

ONE ADVANTAGE OF OWNING A RETIREMENT ANNUITY

There’s very little an individual can claim from tax nowadays! So what can you claim from tax? In no particular order and depending on the type of income you receive: • Contributions to a pension or provident fund • Contributions to a retirement annuity • Donations to...
TAX-FREE PLAN – FOLLOW THESE RULES

TAX-FREE PLAN – FOLLOW THESE RULES

Is there any type of investment – with tax benefits similar to a retirement annuity – which allows you to cash in whenever you want? A retirement annuity has always been the preferred way to get something back from the taxman. It still is…if you earn...
DON’T MAKE THESE 4 MISTAKES AT RETIREMENT

DON’T MAKE THESE 4 MISTAKES AT RETIREMENT

Make one of these mistakes and we can tell you your fortune I’m about to meet with Gavin who’s retiring from the company he works for. I’ve fought through Monday morning traffic to get here. Luckily, I’m 15 minutes early so I spend it studying the people who work...