Long term insurance cover is an essential part of financial planning in South Africa. It provides financial security to individuals and their families in the event of unexpected events, such as illness, disability, or death. Planning for long term insurance cover involves understanding your financial needs, researching your options, and choosing the right policy. Understand your financial needs The first...

Tax season is on the way. To make it as smooth as possible, make sure that you gather all the documentation you might need. Here are some of the key documents you should request: Review your personal information: Make sure that your personal information is up-to-date and accurate. This includes your ID number, postal address, email address, and bank account...

Now that the fiscal year in South Africa has ended, here are a few ways that your company can plan for the year ahead: Review the previous year’s performance: Take the time to review your company’s performance over the previous fiscal year. This will help you identify areas of strength and weakness and set goals for the new year. Conduct...

The World Bank has announced that the global economy is “perilously close to falling into recession” in 2023. With that in mind, you may be wondering whether you should make changes to your investment portfolio.  While we can’t tell you how to manage your investment portfolio during a volatile market, we can give you the tools to make an informed...

Welcome to 2023!  And welcome to the 3546 days of Janu-worry (sigh). With the festive season behind us, we have a few tips on how you can stretch your budget right to the end of January. Don’t fall victim to sales While buying groceries and necessities on sale is always a good idea, it is best to avoid spending money...