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Guidelines to Financial Planning
Financial planning can be described as the process of
meeting a client's life goals through the proper management of their finances.
Life goals can include buying a home, saving for children's education o... |
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Investment Vehicles
Savings versus Investments
When you establish a savings plan, it is important to
recognise the difference between savings and investments.
The savings account provides a fund that is available to
meet short-term needs or to... |
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Tax Changes
1. The full retirement value of a Pension or Retirement Annuity
may be commuted as a lump sum where the retirement value is R75 000 or less,
amendments to the definitions of “pension fund” and “retirement annuity fund”
in section 1 of... |
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A cash flow statement is critical to understand a client's
financial circumstances. Budgeting takes the process one step further in that
the client decides how much money can be spent on certain expenses. The actual
expenses are measured agai... |
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A company has to consider the
following question concerning employee benefits
What
opportunities are there to promote employee loyalty to attract high-quality
staff, to provide financial incentives and to enjoy tax
concessions?
... |
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As a graduate professional, you've worked hard, and it is important to ensure that your achievements, your life's work and your finances are managed, protected and grown over time. The life stages that carry you from graduation to retiremen... |
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Planning a Last Will and Testament
It is general practice to prepare a will at the legal age of
18, although a person aged 16 or older could also do so legally.
It should be realized that once you are married your
position will constant... |
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Real solutions to your healthcare needs!!
Helping you choose the right cover for your medical needs and
cost …
As an accredited healthcare brokerage, we ensure
that our service and benefits always keep track of our customers&#... |
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As a consequence of the uncertainty of modern living, insurance forms a vital activity in which everyone needs to partake in, in order to ensure the safety and protection of their material possessions and their loved ones. There are various options... |
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