by InsuranceFundi | Jan 30, 2019 | Financial Planning
Hands up if you love paying tax, especially after the Bosasa scandal? There is a way to pay as little as possible legally, but you’re going to have to act quickly. How do you pay as little tax as possible? The answer lies in retirement funds, and specifically...
by Brendan Els | Jan 2, 2019 | Financial Planning
Do you feel like you wasted a lot of money in 2018 without even being aware of it? If your answer is “Yes”, join the club. We aren’t into New Year’s resolutions, but we have spent some time thinking about ways we could plug the potential leaks...
by InsuranceFundi | Sep 11, 2018 | Financial Planning
If you aren’t already invested in a Preservation Fund, then this one’s especially for you. It could end up saving you money. However, if you’re already invested in either a Pension or a Provident Preservation fund then it could prevent you from...
by InsuranceFundi | Sep 3, 2018 | Financial Planning
“We need R200,000 urgently. Can you cash in our preservation fund?” Remember in our previous article, how we received this request from a client followed shortly by a query: “Why were we only paid R130,000?” What a question to get first thing on a Monday morning, but...
by Brendan Els | Aug 28, 2018 | Financial Planning
When it comes to financial planning, we can think of only two types of people who wouldn’t be interested in a Will document: those who have no assets to mention, and those who are happily married and have no dependants at all. However, for the rest of us,...
by Brendan Els | Aug 21, 2018 | Financial Planning
In a couple of days, I’m on my way to the Kruger Park, more specifically, on my way to the Letaba rest camp. But I’m facing a huge problem… You see, I’ve got to be at the Phalaborwa gate at six in the morning. But getting to Phalaborwa is proving to be the problem....
