And I really mean it, well done. Well done for 2 reasons: Firstly, it means that you actually established goals to begin with.  You took some time out to think about the future, to plan where you want to be and to work towards certain target.   Secondly, it means that you not only had

Retirement Annuity Season

Thursday, 16 January 2020 by

  As the financial year end of February is approaching, it is time to look at our current financial situation and optimize the tax breaks granted to us. One of the most effective tools in tax planning is Retirement Annuities (RA’s). You can benefit from tax concessions by becoming a member of a retirement annuity

Persoonlike Welvaartswenke: 2020

Wednesday, 15 January 2020 by

Die onverwagte beurtkrag het ons letterlik in donker gehul – is dit wat ons hierdie jaar vir ons persoonlike finansies kan verwag? ‘n Vriend het die volgende grap vertel toe hy hoor hoe sy bure hul huishoudelike kragopwekkers aanskakel a.g.v. beurtkrag. Aangesien hy nie ‘n kragopwekker by sy huis het nie het hy sy grassnyer

Understanding Tax-free Savings Accounts

Monday, 13 January 2020 by

Contributions to a tax-free savings account are made from post-tax income and gives you the liquidity of a flexible investment. You can withdraw from your investment at any time. Withdrawing funds, however, may prevent you from reaching your savings goals and will decrease your tax-free savings lifetime limit. The total annual contribution in a tax

JSE All Share in 2019

Thursday, 12 December 2019 by

We all felt the pressure in 2019, but we need to look at what happened in 2019 and what were the main drivers behind the performance of the All Share and did it perform better than 2018? The first thing we need to look at is where is South Africa positioned in the global Economy. We

Dankie vir 2019!

Thursday, 12 December 2019 by

  Die einde van die jaar lewer gewoonlik verskillende emosies by mense. 2019 was ‘n jaar vol  opwinding, dink maar aan die Rugby Wêreldbeker of telleurstelling soos die getuienis van staatskaping voor die Zondo kommissie.  Die aanhoudende reën en die gevolglike water oorstromings die afgelope week in Gauteng en daar teenoor die hart verskeurende ervarings

The Boards of Investec PLC and Investec Limited have announced that Investec Asset Management will become a separately listed entity. As a result, Investec Asset Management has taken this opportunity to create a new name and brand that will be completely separate from the Investec Group, while staying true to who they are.   As

3 Lessons we can learn from the Rugby World Cup. We are very proud of Rassie, Siya and the rest of the team and coaching staff on being crowned as Rugby World Cup champions and bringing the William Webb Ellis Trophy home for the 3rd time. It is with immense pride that we welcome them

Understanding Flexible Investments

Thursday, 07 November 2019 by

Flexible Investments are exactly as the name implies- flexible. You have access to your money when you need it so it is best suited for investors who will need liquidity of their capital. You can also add lump-sum capital investments anytime you want, these are called ad-hoc contributions. You can add regular monthly contributions as

Die verspreiding van die beleggers se risiko is fundamenteel in die samestelling van enige beleggingsportefeulje. Die plasing van ‘n deel van die belegging in buitelandse ekonomië verminder risiko deurdat beleggingskapitaal geografies versprei asook in ander geldeenhede belê word. Dit verhoog die potensiaal vir beter groei op die beleggingsportefeuljes en verskaf toegang tot industrië en maatskappye

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