Why cashing in your pension fund is a really bad idea!

“We need R200 000 urgently. Can you cash in our pension fund?” What seemed a simple enough instruction, turned out to be my biggest nightmare when I received a call from them two weeks later. “Why were we only paid R130 000?” Believe me, that’s not the best message to receive first thing on a […]

Has 2020 changed your financial goals?

Old Mutual Tax-Free Savings

2020 has probably made you realise how quickly things can change and it has you re-evaluating what you want out of life, for you and your family. We all have things we’re looking forward to doing, working towards and planning. If you and your family’s bucket list has been getting a little longer and your […]