February 2020 - Ultima Financial Planners

This is what long-term investment looks like

February 21, 2020

35 - 55 group, Long-term investment, markets

Moneyweb ~ Patrick Cairns ~ 21 February 2020 Committing to a truly extended strategy has always delivered genuine growth. One of the most often repeated pieces of financial advice is that you should invest for the long term. It is so fundamental…

Comparing the benefits of a tax free savings account and a retirement annuity fund

February 6, 2020

Jaco Prinsloo

35 - 55 group, under 35 group

The article was written by Jaco Prinsloo, Certified Financial Planner at Alexander Forbes Financial Planning Consultants (updated 31 January 2022) The benefits of saving are well known, as are the tax benefits offered by tax-free savings accounts (TFSA) and retirement…

Benefits of topping up a retirement annuity

February 6, 2020

Suku Nxumalo

35 - 55 group, under 35 group

The best preparation for the future is now As we are approaching the end of 2020 tax year (29 February), this serves as a good opportunity to consider topping up on your retirement annuity. Retirement funds offer great tax benefits…

Introduction to 2020

February 6, 2020

Gerrit Viljoen

2020, Financial Planning, future, retirement funds

As we are all at the beginning of a new year, we instinctively hope for a better year ahead than normally the one we just come from. Engaging with people and clients alike many ask questions like; What is going…

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Month: February 2020

This is what long-term investment looks like

Comparing the benefits of a tax free savings account and a retirement annuity fund

Benefits of topping up a retirement annuity

Introduction to 2020

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