#Knowledge Library

Nov 18, 2022, 16:02 PM by Marco van Zyl CFP®

The tax consequences of emigration on your investments

Oct 24, 2022, 13:10 PM by Paul Marais

With its greater opportunity set and growth potential, diversification into the US is looking good.

Oct 24, 2022, 12:56 PM by Travis McClure CFP®

We look at some strategies to help you manage your finances if the pandemic has forced you into debt or credit.

Apr 4, 2022, 13:13 PM by Jonathan Braans CFP®

While a foreign bank account will help diversify overall portfolio risk, the poor return creates a need to search for an alternative.

May 11, 2021, 08:27 AM by Marco van Zyl CFP®

It’s easy to get caught up in spending too much to the detriment of your savings potential. We provide three steps you can take today to put yourself in a better financial position for the future.

Jan 21, 2021, 10:35 AM by Travis McClure CFP®

We all know that saving is beneficial, but it always hurts when you have to pay the tax man his share. One way to legitimately avoid doing so is through a tax-free savings account.

Jan 1, 2021, 10:35 AM by Travis McClure CFP®

Taking advantage of these investment products can legitimately save tax and enhance your after-tax returns.

Dec 11, 2020, 10:30 AM by Stephen Katzenellenbogen CFP®

Making smart choices about your retirement savings throughout life can help you retire comfortably. Starting with choosing the right company and retirement plan for your savings.

Dec 8, 2020, 12:31 PM by Stephen Katzenellenbogen CFP®

As of 1 March 2020, South African residents working abroad may face an increased tax bill. What do the changes really mean and how will they impact you?

Jan 27, 2020, 13:57 PM by Stephen Katzenellenbogen CFP®

Everyone wants to lower their tax burden, but are you willing to take on some risk for doing so? A Section 12J investment could be for you.

Sep 17, 2019, 12:18 PM by Stephen Katzenellenbogen CFP®

A look at three investment products that offer you tax benefits.