Author: Anglo-Admin

Saving is a habit that you can develop over time with a bit of effort, discipline, and commitment. Not everyone is a natural saver or inherently astute with numbers. But, as with most things in life, saving is a habit that you can develop over time with a bit of effort, discipline, and commitment....

Take time at the outset of your career to ensure your financial path forward is a secure one. If you’re fortunate enough to have secured your first job, now is the time to take control of your finances and lay the groundwork for your financial planning journey. The prospect of a regular, secure income...

Lessons you could teach your children about money according to their age group. A parent’s guide to teaching your kids about money What we are about to teach you is probably not entirely new to you. We highlight a few of the most important lessons you could teach your children about money according to...

Critical steps to take to avoid making errors that can cost you later on As the lock-down restrictions ease somewhat, many companies have been left counting their losses and assessing the damage caused by the destructive second wave of the pandemic. Very few businesses have been left unaffected by the lock-down and widespread retrenchment...

The investment growth at a rate better than inflation, combined with the added tax benefits, make retirement funds the best investment you will ever make. Investments are critical to the lifestyles and well-being of most of us, but we often find ourselves lost and confused. One of the reasons for this is that the...

Small changes to your budget and approach to long-term investing can significantly improve the circumstances under which you retire. One thing that is surprising to advisors is the number of people who still think investing is exclusively for the wealthy. Understandably, disposable income is not always available at a beginner career level. However, even...

As we head towards the end of the 2021/2022 tax year, now is an opportune time to make sure that you’ve taken advantage of the available tax breaks available to you so as not to leave any ‘free money’ on the table. However, before implementing one or more of the commonly used strategies outlined...

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Maximise your tax deductions by contributing towards retirement funds. As we are approaching the end of the tax year, the question to ask yourself is: Have I maximised my contribution to a retirement annuity? Have I maximised the tax deduction? Well, one of the ways in which individuals can maximise their tax deductions is...

Many investors assume that they must first retire from their employment, for many at the age of 60/65, before they can retire out of their retirement annuity and purchase a living annuity. In a complex world, very little, if anything can be viewed in black and white. Especially regarding retirement. When it comes to...