Financial Planning and Investment Services

09/05/2019

Many patients have to visit their doctor twice yearly for their chronic medication check ups. At that visit the GP will draw the required blood samples, if applicable, and send these off to the laboratory of his choice. The patient is then at the mercy of that lab and their fees. Why not try this. Phone around to ascertain which lab is the cheapest, take that lab form to your GP when you go for your consult and ask him to complete which tests are required. Then go to the lab yourself. We recently found that 2 pathology labs differed by as much as 36%.

12/03/2019

Have kids at school or university? Here's a fantastic, legitimate way to save yourself tax this year. Go visit your payroll office.

SARS allows you to save a huge amount of tax by re-structuring your salary to include a bursary from your employer to help educate your children.

15/02/2019

Tannyth Palmer, Shenaye Bodin.

15/02/2019

Self Employed? Sure we all have personal Wills to protect our Estate, but do you have a Business Will? Being Self Employed (Business) means that you more than likely need protection in the event of death. Speak to your Financial adviser or if you're in South Africa, call +27 315635483.

09/06/2018

16/10/2017

As a business owner, you’re proud of your legacy – regardless of its size. Having a last Will and testament to help ensure that your loved ones benefit from your life-long sweat is, therefore, a no-brainer. But how sure are you that your ‘business Will’ is worth the paper it is written on?

17/08/2017

More than 225 applicants, mostly from Gauteng townships, have launched a suit in the Constitutional Court, claiming damages from the big banks for home repossession abuse. The applicants are claiming R60bn from the banks for unlawful repossession of homes since the Constitution came into effect in 1...