Consumer profile: Khalid is a contractor and a single male in his mid-30’s. Each year, he receives a SARS refund, primarily driven by retirement annuity (RA) contributions and other items which he can claim based on his line of work. For illustrative purposes, let’s assume an annual pre-tax income of R1 Million and that,...
Tag: financial advisor
Insights on how women invest – products & myth busters
“Women must empower themselves by being ahead of the curve as society catches up.” Much focus has been afforded of late, to the rise of female wealth with frequent discussions on all mediums and platforms on the subject. As such, the contents of this article aims to identify the changes, trends and myth busters...