Blog Archives

Planners key to financial fitness

The goal is to create wealth by using money effectively, writes Lynette Dicey

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Invest in stocks with dividends, but put stop losses in place

It is always a good time to invest, the question is where?

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Posted in News, Press Room

45% tax is real: Time to be tax efficient

45% tax is real: Time to be tax efficient

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Risk profile and time frame – the building blocks of a successful portfolio

Risk profile and time frame – the building blocks of a successful portfolio

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The 6 Ps of a successful retirement plan

The 6 Ps of a successful retirement plan

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Make a Plan

You need a retirement plan. Not because you need a retirement plan, but because you need to go through the planning process.

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Estate planning: where do we stand?

The Davis Tax Committee will review the estate duty system this year, which could mean substantial changes are in the making. Professor Lester, a member of the committee, looks at some of the issues taxpayers should consider when devising an estate plan.

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A new way to look at financial planning in 2014

In an election year the national budget speech is usually seen as a non-event − perhaps not this time. The South African economy is not looking good, with growth rates for 2013/14 below what were forecast a year ago.

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What does the Budget speech mean for SA?

Professor Matthew Lester analyses the 2014 budget speech and shares his thoughts on the possible implications.

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Do you need a financial check-up?

The end of the year is a good time to review your financial well-being and put some new year’s resolutions in place that aim for better saving and spending habits.

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Posted in News, Press Room

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