Month: September 2016

Tax tips 2016

Share this! Tax Tips for individuals 2016 With the 2016 income tax season officially open, we receive a lot of queries relating to what can be claimed on an individual’s tax return. In order to assist clients to maximize their tax deductible expenses we have compiled a summary of the expenses that clients can claim: Read More …

Financial planning for under 30 getting debt free

Share this! Financial planning for the under-30s Planning for Debt free-day (D-day) Getting debt free as the first step to enjoying a financially independent life and retirement By Wouter Fourie CFP® FPI Financial Planner of the Year 2015/2016 We were all there once. You are young, you have only recently started building your career and Read More …

10 Point Financial Planning Checklist for 2016

Share this! 10 Point Financial Planning Checklist for 2016 By Wouter Fourie CERTIFIED FINANCIAL PLANNER®, Professional Accountant (SA) Director of Ascor® Independent Wealth Managers   A Financial checklist is an excellent tool to check on how you are progressing towards your goals and to also help identify any specific areas you might need to focus Read More …