Yearly Archives: 2017

/2017

Will & Testament tips

Useful  hints and tips about wills and how to avoid the pitfalls. Please contact me if you have any more questions or concerns. Tip 1:  Get a will! Why do you need a will? There are many reasons but the deciding factor is, caring about the future of your family and loved ones.  This means making [...]

By | May 8th, 2017|Uncategorized|0 Comments

Buying a house & Insurance

What you need to know about insurance when buying a house! You will likely need life insurance to cover the property bond. This policy should include: Life cover Accelerated lump sum disability The bank will try to sell you their policy. You do not have to buy it from the bank, you can choose to get [...]

By | April 11th, 2017|Blogs|0 Comments

Retirement Annuity Benefits

Financial planning is crucial for retirement, it will influence and define your standard of living and financial freedom in your retirement years. You can expect the following benefits when starting a retirement annuity plan:             1.  Tax savings: At marginal rate. No tax payable inside the Retirement Annuity - growth tax [...]

By | February 21st, 2017|Blogs|0 Comments

Changing your Job?

Use this handy Financial Planning checklist! Accept new job offer. Request Pension/Provident fund statement from HR Request transfer option forms Accept you need professional help Find a Certified Financial Planning Professional® to assist you Transfer your Pension/Provident fund   Pension Fund & Group risk benefits at new job? YES Consult Certified Financial Planning Professional® Budget Sort [...]

By | February 3rd, 2017|Blogs|0 Comments