Maximus Wealth Management

30/01/2024

Besides it being the time to take advantage of tax relief plans, the beginning of the year is an opportune moment to take a close look at your finances so that you are prepared and organised for the months ahead. Read more: https://buff.ly/3SBA7Iy

29/01/2024

The current tax saving season is rapidly drawing to a close and saving on tax is easy. By topping up contributions to your retirement annuity policy before the end of February you can save substantially on your eventual tax bill. Read more:

The current tax saving season is rapidly drawing to a close and saving on tax is easy.

23/01/2023

The current tax saving season is rapidly drawing to a close and saving on tax is easy. https://buff.ly/3GMBpJu

20/01/2023

The IMF is forecasting lower global growth. Major companies are laying off staff. Whereto in 2023?

Certainly the outlook for 2023 is downbeat – a carry over, if you like, from 2022.

14/11/2022

Are South Africans under insured? According to a new report...

According to a new report South Africans in the working population did not have sufficient cover for life-changing events such as the death or disablement of the main bread winner.

11/11/2022

National Treasury’s data about registered taxpayers and taxable income revealed that only 2 million South Africans pay 80% of all personal income tax.

10/11/2022

It's time to review your medical aid again:

By now, medical aid schemes will have already announced their plans, contribution levels and benefit structures for 2023.

07/09/2022

Read the latest market summary from our partners Morningstar:

Global markets experienced a volatile August and ended the month lower. Investors turned their focus to the hawkish comments received from the US Federal Reserve’s Jerome Powell at the Jackson Hole Economic Symposium.

31/08/2022

National Treasury has published draft regulations to introduce what is called a “Two Pot” retirement fund system from 1 March 2023. What does this mean?

National Treasury has published draft regulations to introduce what is called a “Two Pot” retirement fund system from 1 March 2023.

30/08/2022

The impact of load shedding on the South African economy and your short-term insurance cover.

At the beginning of July, Stage 6 load shedding caused significant damage to the country's economy, with over R4 billion wiped from the GDP for each day it continued.

29/08/2022

Watch out! South Africa could be grey listed by FATF. What would this mean for SA?

FATF published an evaluation of South Africa’s anti-money laundering measures, which found holes in the country’s policies and efforts to combat money laundering and terrorist financing.

29/08/2022

Is there some light at the end of the tunnel? With inflation easing in the US a slightly more positive outlook appears to be in evidence. Maybe the worst of the interest hikes are behind us. Read more:

We’ve had a number of queries from clients concerned about the drop in value of their investments.