Month: December 2016

Share this! Retirement and Investment Convention 2016 Guest Speaker:  Wouter Fourie, CFP®, 2015 FPI Financial Planner of the Year. September 2016 saw the second annual Retirement and Investment Convention, hosted by the FPI Centre for Professional Development, in Durban, Johannesburg and Cape Town. The theme of the convention that came through quite clearly for delegates…

Investments in the Christmas stocking INGÉ LAMPRECHT   The Christmas decorations have gone up and Santa Claus is coming to town (or at least shopping malls are going to town with the tune). It is the time of year when starry-eyed children g their hands on the latest gadget or toy. While adding an investment…

Beleggings as Kersgeskenke vir kinders!  Kerstyd is ‘n tyd van geskenke en samesyn en dit is veral lekker om geskenke aan kinders te gee. In die meegaande insetsel, gesels Martin de Kock, ‘n direkteur van Ascor Independent Wealth Managers, met Elsje van Jaarsveld van Pretoria FM oor die gebruik om beleggings as geskenke aan kinders…

Tax deadline – The SVDP programme, SARS, SARB and other possible costly acronyms By Wouter Fourie CERTIFIED FINANCIAL PLANNER© Financial Planner of the year 2015/16 You know that a tax deadline is looming, when everyone around the Sunday lunch table is talking about it. But there is another tax deadline that people with undeclared foreign…