This is what long-term investment looks like

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 that if you search the internet for ‘basic principles of investing’, it comes up in […]

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

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 annuity funds (RA). But what is unclear is which savings vehicle is better. Before we […]

Benefits of topping up a retirement annuity

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 as the government offers various incentives to encourage retirement savings. The deductible contributions are limited […]

Introduction to 2020

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 to happen this year on the markets, what is the rand going to do this […]

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