Emile Van der Spuy - Financial Planner

12/05/2023

Some interesting stats...

10/05/2023

Liberty’s Annual Regional Awards - I was honored to once again be a part of this special event. It was such a special evening, filled with great food, good wine, and amazing colleagues who I now call friends.

05/05/2023

https://www.moneyweb.co.za/financial-advisor-views/the-vital-role-of-tax-directive-simulation-in-the-retirement-process/

This tool helps give you an idea of the tax you’re going to pay in advance when withdrawing from your fund.

05/05/2023

https://www.moneyweb.co.za/financial-advisor-views/getting-divorced-can-affect-your-financial-plan/

If you think divorce, retirement and tax aren’t interlinked – think again. Here’s all the information you will need to make the best possible decisions.

15/12/2022

27/10/2022

https://protect-za.mimecast.com/s/hSsSC66MoXcr3MyEnh62NxV?domain=click.comms.stanlib.com

Finance Minister Enoch Godongwana presented an MTBPS on Thursday that reassured markets he is determined to restore fiscal discipline

21/09/2022

EDUCATOR - It is the benefit that continues to educate them when you can’t... What makes EduCator so unique? You are assured that your children’s tuition fees are covered from nursery school through to their tertiary education level. EduCator also provides an allowance that pays towards extra-mural activities, uniforms, stationery, textbooks, transportation costs, and residence fees. In addition, it also pays for achievement allowances. We understand that each child is unique. For this reason, EduCator makes provision for home-schooling and children with special needs.

03/02/2022

⏰A reminder: if you start saving towards an RA, make a lump sum or increase your RA savings before 28 February 2022, you can still take advantage of tax savings for the current tax year. This is highly recommended because a lump sum contribution can make a considerable difference in your tax savings.

17/12/2021

May you and your family have a blessed festive season!

My staff and I will be out of the office from 17 December 2021 until 7 January 2022.

We look forward to seeing you in the new year,
Emile