by Ultrafin Financial Services | 4 Aug 2020 | Blog, Financial Adviser, Financial Planning, retirement
There tends to be a lot of excitement in the air as one approaches retirement. Contemplating how to spend one’s golden years represents the culmination of decades of hard work and the ability to enjoy the fruits of one’s labor. While the enthusiasm is warranted, it’s...
by Ultrafin Financial Services | 21 Feb 2020 | Blog, Financial Planning
Being open and honest can strengthen your money management skills as well as your relationship. It may feel like there is never a good time to discuss finances with your partner – married or unmarried – but it’s necessary. And an important issue that needs to be...
by Ultrafin Financial Services | 16 Oct 2019 | Blog
Clients often think trusts can do everything – as if they are magical creatures – the unicorn of estate planning. All their problems are solved because they have a trust. That may be the case, but it may not. Different trusts do different things. Living trusts are...
by Ultrafin Financial Services | 15 Aug 2019 | Blog
Die meeste mense sal op die een of ander tydstip in hul lewens ‘n lening nodig kry – hetsy om in ‘n huis te belê, ‘n verloofring te koop of om ‘n klein besigheidjie mee te begin. Maar wees gewaarsku: nie alle lenings is dieselfde nie. As jy...
by Ultrafin Financial Services | 19 Jun 2018 | Blog, Financial Adviser
Afgesien van boedelbeplanningsvoordele, word die belastingvoordele van uitkeerpolisse verder versterk deur die jongste Begrotingsveranderinge. Dit is ’n aansporing vir beleggers om weer na hierdie produk te kyk wat so dikwels uit die oog verloor word. Om ’n...
