August 2022 - Ultima Financial Planners

The “Two Bucket” Retirement Savings System: What is it and Why is it Important?

August 30, 2022

“Many drops make a bucket, many buckets make a pond, many ponds make a lake, and many lakes make an ocean.” (Percy Ross) According to a recent survey by Just SA, only 11% of South Africans over the age of…

Much Ado About Regulation 28 and the Private Investor

August 30, 2022

FinDotNews

What is Regulation 28 The management of retirement funds is highly regulated – as it should be. After all, these are your life savings we’re talking about! The key piece of legislation governing how retirement funds can be invested is…

The Risk That Many Investors Don’t Think About

August 30, 2022

Ultima Financial Planners

35 - 55 group, over 55 group, under 35 group

‘Liquidity risk’ probably sounds like something technical that most investors don’t need to worry about. In reality, however it is something that is likely to affect everybody at some point. The liquidity of an investment refers to how quickly it…

Capital Gains Tax: 10 Common Questions Answered

August 30, 2022

FinDotNews

1. What’s the difference between CGT and income tax? CGT is a component of your income tax. When you sell an investment, 40% of the profit is added to your income and taxed at your marginal tax rate. CGT can…

Women and finance: How well do you know yourself financially?

August 22, 2022

Wouter Fourie

35 - 55 group, Financial Planning, over 55 group, under 35 group

National Women’s Day is a South African public holiday celebrated annually on August 9 and draws attention to many of the important issues that women in South Africa still face – such as domestic violence, discrimination and harassment in the…

The Biggest Money Mistakes Women Make at Every Age

August 15, 2022

Dori Zinn

35 - 55 group, Financial Planning, investing, over 55 group, under 35 group

Big financial blunders can happen at every age. Here’s what we’re doing wrong — and how to fix it. The wage gap already tells us we’re earning less than men, but it turns out we’ve been making financial mistakes long before and…

3 Start-Small Financial Goals for Every Woman

August 2, 2022

Stacy Francis

35 - 55 group, Financial Planning, investing, over 55 group, saving, under 35 group

Getting control of your finances is a big task, but you can always start small. Three mindful steps could get you on the right path. During Women’s History Month, we celebrated the women who have contributed to society in ways…

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Month: August 2022

The “Two Bucket” Retirement Savings System: What is it and Why is it Important?

Much Ado About Regulation 28 and the Private Investor

The Risk That Many Investors Don’t Think About

Capital Gains Tax: 10 Common Questions Answered

Women and finance: How well do you know yourself financially?

The Biggest Money Mistakes Women Make at Every Age

3 Start-Small Financial Goals for Every Woman

Contact Info

Contact Us

Physical Address:	73 Kariba Street, Lynnwood Glen, Pretoria, 0081
Telephone:	+27 12 348 1386
Fax:	+27 12 348 3706
Email:	[email protected]