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The most TAX efficient investment available

Feb 4, 2025

The most TAX efficient investment available – act now!   Retirement Annuity top-up contributions.   Utilize your 2025 tax benefit before 28 Feb 2025 – Retirement annuity top-up contributions. Retirement annuities are the most tax efficient investment product available for individuals to save for retirement. Contributions to retirement annuities qualify for a tax deduction – …

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Michelle Bester Tips for Reducing Debt in the New Year 28Jan2025

Tips for Reducing Debt in the New Year

Jan 28, 2025

Tips for Reducing Debt in the New Year   By Michelle Bester CFP®   Reducing debt can be a liberating journey. As we step into the new year, let’s focus on some practical tips to help you achieve financial stability   Assess Your Financial Situation: Start by understanding the total amount of debt you owe. …

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Dylan Rodrigues Kickstart Your Financial Year How to Reboot Your Investment Strategy 22Jan2025

Kickstart Your Financial Year How to Reboot Your Investment Strategy

Jan 22, 2025

Kickstart Your Financial Year How to Reboot Your Investment Strategy   By Dylan Rodrigues   The start of a new year is the perfect time to take stock of your financial goals and ensure your investment portfolio is aligned with your aspirations. Resetting your portfolio means more than just minor adjustments – it is about …

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Caty Naude The Gift That Gives Back Tax Benefits of Charitable Donations 6Dec2024

The Gift That Gives Back_Tax Benefits of Charitable Donations

Dec 2, 2024

The Gift That Gives Back: Tax Benefits of Charitable Donations   Caty Naude CFP®   At this time of year, with the festive season upon us, many of us get into the giving spirit. It’s a wonderful opportunity to support meaningful causes, and, as a bonus, you can also enjoy some tax benefits!   What …

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Dylan Rodrigues Year-End Money Moves How to Review Your Financial Year 28Nov2024

Year-End Money Moves How to Review Your Financial Year

Nov 25, 2024

Year-End Money Moves How to Review Your Financial Year   By Dylan Rodrigues   As the year draws to a close, it is time to take a step back and review your financial journey. Year-end financial planning is crucial to ensuring that you finish strong, set yourself up for a successful New Year, and avoid …

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Dane Potgieter Planning for the Next Financial Year 21Nov2024

Planning for the Next Financial Year

Nov 11, 2024

Planning for the Next Financial Year By Dané Potgieter   As January approaches, many of us reflect on the past financial year. We often start the year with grand plans – saving more, spending less, or taking that dream vacation. However, unexpected expenses and unclear financial direction leave us feeling unprepared and stressed. Most of …

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Michelle Bester Strategies to Boost YearEnd Savings 14Nov2024

Strategies to Boost Year-End Savings

Nov 11, 2024

Strategies to Boost Year-End Savings By Michelle Bester CFP®   Boosting your year-end savings can be a great way to end the year on a strong financial foot. Here are some effective strategies to help you maximise your savings.   Pay yourself first “Always pay yourself first” is a popular financial principle that emphasises the …

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Stephan Joubert Year End Tax Tips the season of giving 7Nov2024

Year End Tax Tips _ the season of giving

Nov 4, 2024

Year-End Tax Tips – the season of giving By Stephan Joubert CFP®   The 2024 tax season is coming to an end and the festive season (otherwise known as the silly season) is upon us. Before daydreaming about that long awaited, well deserved, year-end vacation, why not use this time to look at opportunities to …

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Caty Naude Practical Tips to Help You Catch Up 31Oct2024

Starting Late with Retirement Planning? Practical Tips to Help You Catch Up

Oct 21, 2024

Starting Late with Retirement Planning? Practical Tips to Help You Catch Up By Caty Naudé CFP®   Starting your retirement planning late can feel daunting, but it is never too late to take control of your financial future. If you have not started saving for retirement yet start today. Here are some practical considerations to catch …

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