Tax Year End - ‘Tis the season

Financial Planning Investments Retirement Tax

With the end of the 2019 tax year fast approaching, it is important to ensure you are making full use of the allowable contributions to both Retirement Funds and Tax Free Savings accounts prior to the end of February 2019.

Read More

Will I Outlive My Retirement Savings?

Finance Retirement Risk & Assurance

We have all heard the saying that “50 is the new 40”. Well this statement is becoming a reality, as people are now living longer. Being able to live longer is certainly favourable, however the consequences of the increasing life expectancy are adverse when one has not saved sufficiently for retirement. Longevity risk can be reduced through maintaining a sustainable level of income.

Read More

An opportunity to save income tax and invest at a discount

Retirement Tax

Despite all the bad publicity and personal past experiences, we maintain that Retirement Annuities are an indispensable investment vehicle, with a wide range of benefits.

Read More

Tax Year End - ‘Tis the season

Financial Planning Investments Retirement Tax

With the end of the 2019 tax year fast approaching, it is important to ensure you are making full use of the allowable contributions to both Retirement Funds and Tax Free Savings accounts prior to the end of February 2019.

Read More

Will I Outlive My Retirement Savings?

Finance Retirement Risk & Assurance

We have all heard the saying that “50 is the new 40”. Well this statement is becoming a reality, as people are now living longer. Being able to live longer is certainly favourable, however the consequences of the increasing life expectancy are adverse when one has not saved sufficiently for retirement. Longevity risk can be reduced through maintaining a sustainable level of income.

Read More

An opportunity to save income tax and invest at a discount

Retirement Tax

Despite all the bad publicity and personal past experiences, we maintain that Retirement Annuities are an indispensable investment vehicle, with a wide range of benefits.

Read More