Business Planning

Mid-Year Financial Checklist to Keep You On Track

It’s common to set financial goals at the beginning of the year, when we are feeling refreshed and motivated. However, we are now in the sixth month of 2022, and a mid-year financial review is just what is needed to get you back on track.

Financial Advice

How to save on your short term insurance

Short-term insurance, generally speaking, refers to the cover for possessions; such as your car, your home and its content (furniture, televisions, appliances, etc.) as well as portable possessions (laptops, jewelry, cellphones, clothing, etc.). This cover applies to either the loss of a specific item or against a particular event over a period of time.


Personal Finance 101: Tax Efficient investments

Welcome to Personal Finance 101. Our commitment to innovation lead us to start a podcast with the purpose of providing financial education to our audience. For our first episode, we cover the topic of Tax Efficient investments.

Financial Advice

How to Make (and Keep) Your Financial Goals in 2022

Why is it that we all seem to start off the year with a positive resolve to improve our lives, such as to finally spend less and save more – but then life happens and somehow the resolutions are derailed? In this article we highlight how to go about identifying and achieving your financial goals in 2022!


Six Investment Lessons for 2022

As we enter a new year, we reflect on the tumultuous past few, which saw the effects of the Pandemic cause volatility for economies the world over. The COVID-19 disruptions could indeed serve as a wake-up call for investors to bolster their finances.

Risk Planning

Preparing for the worst is the best for you and your family

If a global pandemic reminds us anything, it’s that our mortality is vulnerable and that life is short and precious. Perhaps you have already planned for the possibility of an untimely death, but what about if you were unable to work because of an illness or injury?

Tax Planning

Tax deduction for Home Office Expenses

Working from home during the Pandemic? You might be able to claim back some of your home offices expenses through SARS

Risk Planning

Estate Duty Explained

Death and taxes are still very much a certainty. Estate duty is a form of tax that is levied on the deceased estate. The purpose of estate duty is to tax the transfer of wealth (assets) from the deceased estate to the beneficiaries. Estate planning is one of the most crucial areas of financial planning.

Retirement Planning

Understanding Your Retirement Plan – Will You Make It?

94% of South Africans cannot afford to maintain their standard of living once they retire. To have a comfortable, secure and fun retirement, you need to build the retirement plan that will fund it all.


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Company Registration No: 2005/038370/07