LifeSense Financial Services

16/07/2026

Tax season is here, and most of those refunds will be spent by month end.

}Here's the thing: your refund exists because the tax system already rewarded you once. What you do with it next decides whether that reward gets taxed all over again, or never again. Unpacked how in the article below.

Tax filing season is here, and over the next few weeks plenty of South Africans will see a welcome surprise land in their bank accounts. A tax refund always feels like free money.

26/05/2026

The cheapest advice is not always the most valuable.
True financial planning is about more than fees, it’s about guidance, discipline, clarity, and having the right strategy in place for the life you want to build.

The cheapest advice is not always the most valuable. True financial planning is about more than fees, it’s about guidance, discipline, clarity, and having the right strategy in place for the life you want to build. https://lnkd.in/dKnx4WKc

22/04/2026

A well known name can create confidence, but it does not guarantee the right outcome. The real value lies in the structure, portfolio, risk, fees, and whether the investment is actually built for your objectives. That’s where meaningful investment decisions are made.

One of the biggest misconceptions in investing is that the company name alone determines whether an investment is “good” or “bad”. The most common things I've heard are: “My Dad said Allan Gray is better than Coronation.

19/03/2026

One of our advisors recently put together a great article on retirement annuities vs Tax Free Savings Accounts.

It highlights some important considerations that often get overlooked when it comes to investing

Worth the read if you’re looking to make more informed decisions.

RA vs TFSA — the question everyone asks.

07/07/2022

LifeSense together with Morningstar Asset Management, manage the Lifesense Range of Model Portfolios.

It currently feels like we are all navigating our way through a time when it feels like everything is going up (and not in a good way) – inflation, interest rates, the oil price, geopolitical tension and possible rate hikes, to name a few.

In a short 10 minute video, presented by Victoria Reuvers from Morningstar, will tackle the topics of:

Why now is the time to remain invested.
A quick investor-friendly overview of the events influencing markets
Previous market crashes and how we have been here before
Time in the market remains superior to timing the market
The long term is just a collection of short runs
Cash does not outperform in the long-term

Click the link to watch the video: https://vimeo.com/727310385

If you have any questions, queries, or would like to set up some time for a portfolio review, please do not hesitate to contact us.

For financial advisers and their clients. This presentation does not constitute investment, legal, tax or other advice and is supplied for information purposes…

19/05/2021

Welcome to the new and Official page for LifeSense Financial Services, we are working on closing our old page.