Our Blog
What is a Financial Advisor to me?
A financial advisor is an individual that has the knowledge and expertise to help you handle all of your family finances. This includes trust funds, retirement accounts, tax concerns and other items of financial planning. It is important to understand that this...
Types of Short Term Insurance
There are certain unforeseeable and often unavoidable risks that go hand in hand with the ownership of property, assets and valuables. The best way to ensure that you have peace of mind and security is to hand these risks over to a third party, an insurer. In exchange...
Tax-free savings are building SA’s savings culture
Retirement reforms that come into effect on 1 March (T-Day) could hold several important benefits for South Africans. Combined with the tax-free savings account (TFSA) framework introduced last year by the SA government, the tax concessions they offer provide a good...
Economic indicators that SMEs should monitor
As the country struggles to meet its growth targets, small businesses will once again be put in the spotlight since they will be the hardest hit should South Africa fall into recession. Sanjeev Orie, CEO of Business Value Adds for FNB Business says, SMEs cannot sit...
New Tax Laws Will Benefit Retirement Annuity (RA) Fund Members
When the Tax Laws Amendment Act comes into effect on 1 March this year, most South Africans are likely to further benefit from the already widely acknowledged benefits of saving through a Retirement Annuity, says Jan Steenkamp, Executive Head of Sanlam Segment...
Financial planning in today’s economy
Financial planning in today’s shifting economy is more important than ever before. Even from a young age, financial planning needs to be given high consideration by those looking for a secure future. Financial planning is not just important for those earners in high...
Why the rand will face more manic Mondays after plunging 9%
Sydney - There’s more Monday morning pain to come for South Africa’s rand as Japanese retail investors are forced to end their romance with the currency, Macquarie Bank said. The rand plummeted by the most in more than seven years on Monday as the market turmoil in...
4 reasons consumers will face debt crisis in 2016
Cape Town - Several forces are creating the “perfect financial storm” to lead many more South Africans towards cash flow shortages in 2016, Debtbusters CEO Ian Wason said on Monday. Debtbusters has recorded a 113% increase in enquiries about debt counselling so far in...
Season Greetings for all our clients
During this season of giving, let us take time to slow down and enjoy the simple things. May this wonderful time of the year touch your heart in a special way. Wishing you much happiness today and throughout the New Year.
How to save money on petrol
Petrol prices keep going up, and up, and up … and the value of our money just keeps plummeting. Fortunately, there are many ways in which you can spend less money on petrol and reduce your overall fuel consumption. Here are 10 useful tips from wikiHow on how to save...
The Difference Between Building Insurance and Household Content Insurance
Many homeowners fall into the trap of thinking that in the event of a natural disaster or theft their building insurance covers the loss or damage of personal belongings inside their home. Truth is, this isn't the case unless it’s packaged with household content...
Why divorce has a significant impact on estate planning
David Knott of Private Client Trust, (the fiduciary services division of Private Client Holdings), and a member of the Fiduciary Institute of South Africa, explains why divorce has a significant impact on estate planning Prompted by an insurance broker, we embark upon...
What happens when you die without a valid will?
Not an easy picture to absorb. So don’t delay and call Charl Oosthuizen today to ensure this is taken care of.
How to Plan for The Future No Matter How Old You Are
To plan your future always seems so unnecessary until you have reached this day. Then it’s too late. Call and book a free consultation with Charl today!
