Money Tip of the Month
November 2020 | Sometimes we need to Lock ourselves Down to focus on our finances.
October 2020 | Having a financial plan and being in control of your finances can help reduce stress and anxiety.
September 2020 | Saving isn’t just about buying bigger and more luxurious items, but to ensure you are able to take care of yourself and your family when the paw paw (like Covid-19) hits the fan.
August 2020 | Be sure to save before you spend, and spend what is left after saving.
July 2020 | Many people have experienced salary cuts, retrenchments and forced unpaid leave during these trying times. Having an emergency fund could help you through these unexpected, unplanned situations and could prevent incurring debt at high interest rates.
June 2020 | Children learn their financial habits from adults. It is much easier to acquire good financial habits when the adults in your life spend money sensibly.
May 2020 | Even the small things cost. Keep track of your expenses and avoid spending more than you can afford.
April 2020 | Financial wealth means very little without personal health. Look after yourself.
March 2020 | Save money for life’s unexpected expenses and for your bucket list wishes and dreams. Remember today is the “someday” you referred to in the past. If you don’t start saving today, you will not be able “someday” to pay for your bucket list wishes and dreams or future unforeseen expenses.
February 2020 | Worried about paying too much tax? - "Utilize a Tax Free Savings Account or Retirement annuity to save on tax and make financial provision for the long term.Ask your financial adviser to explain the benefits to you."
January 2020 | Worried about paying too much tax? - "A New Year’s resolution that can result in a personal financial revolution, is to strictly adhere to your budget this year! A budget is a detailed plan how to best spend your money to ensure that you live within your means and plan for unforeseen expenses. If you need help with it, contact your financial adviser."
December 2019 | "There is no such thing as easy money."
November 2019 | "To avoid overspending, make a list when you go shopping & stick to it."
October 2019 | "No matter what you earn, save! Savings bring rewards."
September 2019 | "Spend your money wisely – budget your spending."
August 2019 | "Credit costs more than cash."
July 2019 | "Children who work for their pocket money learn what it takes to earn an income."
June 2019 | "Budgeting is a skill – you have to get ‘fit’ for it over time and with effort."
May 2019 | "Spend less than you earn and save every month to become financially independent."
April 2019 | "Don’t buy what you want – buy what you need."
March 2019 | "Live within your means – and know what they are. A budget is a tool to make sure you live within your means and get the most out of your money."
February 2019 | "Start planning for retirement when it’s still the last thing on your mind."
January 2019 | "A dream is just a dream. A financial goal is a dream with a budget, a financial plan and a deadline."
December 2018 | "Financial goals are achieved when opportunities are seized and opportunities multiply as they are seized."
November 2018 | "Even if you don’t earn much, save. Over time your savings could “earn” more than you!"
October 2018 | "You do not have to be rich to invest—you just have to start."
September 2018 | "If you think plastic money is money you have available on your credit card—think again. In reality it’s money you do NOT have."
Last Will and Testament
Be Prepared Read More
Dreaded Disease Read More
Coronavirus Read More
Season’s Greetings 2019/2020 Read More
Car accident: Are you guilty or innocent? Read More
Tired of being financially out of pocket after a total loss on your motor vehicle? Read More
Don’t miss out on these tax breaks Read More
Travel Insurance Read More
Finfocus Retirement Read More
Money Talks Read More
Do you know about the earlier deadline for submitting your income tax return for 2018? Read More
Your budget - Your roadmap for financial well-being Read More
Education - A legacy for life Read More
Water crisis in the Western Cape - is your risk cover up to it? Read More
It is time to save on tax! Read More
Why Frail care? Read More
The real cost of cancer Read More
Worried about funeral costs? Read More
Mid Term budget 2020
Mid Term budget 2020Read More
2019 Budget – what you need to know
2019 Budget Speech SummaryRead More
Allan Gray: Living Annuity Payment Dates for 2020 Read More
Allan Gray - Tax certificate distribution dates Read More
Prudential Income Payment Dates Read More
Investec Bank CCM (Corporate Cash Manager) accounts Read More
Allan Gray: Living annuity payment dates for 2019 Read More
Glacier Income dates for December 2017 Read More
Prudential: Income payment dates Read More
What you need to know about the estate settlement process
MOMENTUM--exposition of the estate settlement process Read More
Your valuable vacation checklist
Liberty’s vacation checklist Read More
Goodbye 2017 Hello 2018Read More
Merry Christmas Read More
2017 CalendarsRead More
Merry Christmas!Read More
Changes at FinfocusRead More
X-Tra Client ServicesRead More
Brexit Read More
Corporate Cash Manager (CCM)Read More
Vacancy Read More
Make The Most Of Your Policies Read More
Critical IllnessRead More
Retirement Annuity Read More
Regulatory Environment and Tax
Allan Gray - Frequently asked questions regarding tax submissions Read More
Momentum – Tax certificates explained Read More
Tax and Loan Accounts Read More
Investor tax certificate (IT3(b)) explained Read More
Investor tax certificate (IT3(c)) explained Read More
Investor tax certificate (IT3(f)) explained Read More
Investor tax certificate (IT3(s)) explained Read More
Short Term insurance
Investments: Fund Information
Bridge Morningstar Award Read More
To Do List Read More
Foord: Demographics is Destiny Read More
Marriott: Expectations Report 2019 Read More
Momentum: The importance of full disclosure Read More
Foord: in a nutshell January 2019 Read More
Investec – Don’t be a victim of fraud Read More
Investec: Exchange rate impact on foreign investments Read More
Investec: Your living annuity and your beneficiaries Read More
What to do at the scene of an accident Read More
Grayissue: How to cope with uncertainty Read More
Why invest in Unit Trusts? Read More
Foord: The Bears are at the door Read More
What you need to know about Retirement Annuities and Tax Free Investments
Allan Gray – minimise your taxable income, maximise your tax savings Read More
Allan Gray: Pay less tax while you invest Read More