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...
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...
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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...