Synergy Fin

29/09/2026

Congratulations to Hanna Charity and Empowerment Foundation for this incredible achievement!

https://www.instagram.com/reel/DZ9jg-aF2J_/?stkn=Y3BtOG16cDQ4eHBs

28/09/2026

CHARITY BOWLS: MEET THE CHARITIES WE’RE SUPPORTING

This year, we are supporting three incredible organisations. Here’s a little more about each:

Pretoria | Hanna Charity and Empowerment Foundation
Supporting vulnerable communities through initiatives including food support, clothing banks, early childhood development, skills development and community programmes.
Learn more: https://hannacharity.org

Brits | Opkyk Pathways Therapy and Educational Centre
Supporting children and young adults with diverse abilities through education, therapy, practical life skills and a supportive community environment.
Learn more: https://www.opkykpathways.co.za

Rustenburg | Charitas Social Care Rustenburg
Working to protect vulnerable children, support families and strengthen the Rustenburg community through social care and intervention.

We will be hosting Charity Bowls Days, with all proceeds going directly to these three chosen organisations.

Join us for a day of fun, connection, friendly competition and giving back.

Participation: R200 per person

Financial advisers, bring your friends, family and clients, and help us make a difference together.

For banking details and event information, please email [email protected]

Come play for a purpose!

24/09/2026

Did you know? South Africa occupies just 2% of the world’s land surface, yet it is home to around 10% of the world’s plant species, 7% of its reptiles, birds and mammals, and 15% of its known coastal marine species. We are also one of only 17 megadiverse countries in the world.

From our people to our wildlife, from our cities to our landscapes — there is so much to celebrate.

Happy Heritage Day! Celebrating the diversity that makes South Africa, South Africa!

22/09/2026

When a living annuity becomes part of a divorce settlement, how do you determine its value?

With factors like drawdown rates, tax, future income and longevity to consider, valuing a living annuity can be anything but straightforward.

A Supreme Court of Appeal (SCA) ruling in 2020 paved the way for the inclusion of living annuities in divorce settlements, but five years on, calculating…

21/09/2026

Be a warrior, not a worrier. 💪

You can’t control everything that happens, but you can choose how you face it. Stand strong, keep moving forward, and trust yourself through the challenges.

21/09/2026

18/09/2026

A tax-saving opportunity can come with a hidden catch

Section 4(q) can help reduce estate duty when assets pass to a surviving spouse—but careful estate planning is essential to ensure your family’s wealth and intentions are protected beyond the first death.

https://www.moneyweb.co.za/financial-advisor-views/the-taxmans-gift-and-the-hidden-catch-that-could-cost-your-family-millions/

Section 4(q) can be one of the most powerful estate-planning tools available to South African couples. But the real question is not simply how much tax you can save. It is whether the people you love will receive what you intended, in the way you intended.

15/09/2026

What are your financial blind spots?

We all have them — and they can have a bigger impact on our financial future than we realise. Discover why recognising these blind spots matters and how thoughtful financial advice can help you see what you might be missing.
Read the full article on Moneyweb:

https://www.moneyweb.co.za/financial-advisor-views/the-financial-blind-spots-we-all-carry-and-why-they-matter-more-than-we-think/

These aren’t mistakes or flaws – they’re the natural biases all human beings carry. Unless we recognise them, they can quietly shape our financial choices in ways we don’t always notice.

14/09/2026

The power is within you.
Believe in yourself, trust your journey, and remember that you’re capable of more than you think.

11/09/2026

Spring is a time for a fresh start — and your financial plan deserves one too. 🌱

As the seasons change, take a moment to refresh your financial goals, review your investments, and make sure your plan is still aligned with where you want to go.
A fresh season. A fresh perspective. A stronger financial plan.