Blog Archives

Investment Planning
Benefits of Tax-Free Savings Plans

Helping you save more efficiently This savings vehicle allows you to save up to R36 000 a year tax free, making this an ideal investment opportunity. The Tax-free Flexible Investment Plan from Discovery Invest is built on a low-cost platform […]

January 21, 2021

Investment Planning
Motivations for investing in a Retirement Annuity

Motivations for investing in a Retirement Annuity 1. Make additional provision for retirement, together with the potential for tax and estate duty savings 2. Clients who are older who still require tax relief or who simply wish to do better […]

January 14, 2021

General
About Rolene
June 1, 2020

General
What is Financial Planning?

Financial planning is an ongoing process to help you identify and meet your life goals through proper management of your finances. Financial planners follow the Six Step Financial Planning Process. Six Step Financial Planning Process 1. Establishing and defining a […]

July 1, 2019