There are continued economic difficulties faced during the COVID-19 pandemic. As such, financial security has become increasingly important, and the time to maximize your savings is now – and you can do it tax-free! The tax-free investment mechanism was introduced some years ago and is a good way for people to save money effectively....
What is your money personality? – Money Boss
Are you aware of the different money personalities? Ever wondered what your money personality is and what it means for your bank account? For the festive period, we have decided to look at the different type of money personalities to help you identify yours so that you can learn more about the pros and...
What is your money personality? – The Big Spender
Are you aware of the different money personalities? Ever wondered what your money personality is and what it means for your bank account? For the festive period, we have decided to look at the different type of money personalities to help you identify yours so that you can learn more about the pros and...
Do you know why you want to be financially free?
The word “Financial Freedom” has been thrown around, yet not entirely understood. Majority of us have the goal to be financially free, however, only a few of us attain this goal. One of the reasons for this is that we say we want to be financially free; we know we want to be financially...
Understanding Financial Literacy – What you need to know
Financial literacy goes further than being able to calculate a percentage or a return. It is understanding how your finances impact your life. Certified Financial Planner at Alexander Forbes, Rita Cool assists with financial terms for people to understand and achieve financial well-being. Earning This money is made from doing work, passive income from...
What is your money personality? – The Avoider
Are you aware of the different money personalities? Ever wondered what your money personality is and what it means for your bank account? For the festive period, we have decided to look at the different type of money personalities to help you identify yours so that you can learn more about the pros and...
Inter-generational Wealth
What comes to mind when thinking of inter-generational wealth, is the dynasties that have managed to accumulate massive family fortunes over multiple generations. However, the accumulation of inter-generational wealth is a lot more attainable than it is considered “glamorous” – or at least it should be. The article below expresses the need to accumulate...
Don’t build your retirement home with bricks
This article aims to provide findings and insights on investing in property in preparation for retirement planning, derived from Senior Investment Consultant at 10X Investments, Michael Rossouw. In essence, there is more to investing in property. Rossouw articulates, “There’s a spreadsheet, and there’s the real world.” Investing in property on paper appears simple: borrow...
Verdict on Retirement Fund Withdrawal Coming Soon
In this article, we look at findings and insights derived from an interview with Head of Tax Technical at Tax Consulting SA, Jean du Toit. The time is drawing closer for South Africans who are considering emigrating to learn their fate around pensions. There has been a long wait since the publication of the...
How South Africans can save money with day hospitals
An article by FA News (2020) on day hospitals brings to light the transformation of the surgical experience for millions of patients, in providing a cost-effective and convenient alternative to hospital-based surgery, as per Affinity Health. This time of year is when people receive notification on fee increases, which is why Affinity Health advises...