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Finance

Now is the time to compile “My Estate Planning File”

Posted By Marilynh / 0 Comments

Compiling “My Estate Planning File” should not be seen as a morbid act, but a practical act of love with the purpose of saving your nearest and dearest much heartache, time and money     Now is the time for estate planning.  Wouldn’t it be good to know that you have made life so much […]

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How to achieve financial wellness in uncertain times

Posted By Marilynh / 0 Comments

Financial wellness means different things to different people. For some it might mean owning a retirement home in a retirement village.  For others, it might mean travelling abroad or spending quality time with their children and grandchildren.     We live in uncertain times and many South Africans are struggling to make ends meet. It […]

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Tax Guide for South African Seniors – 2020

Posted By Marilynh / 0 Comments

Don’t stress or tax your brain! Just check out this great Tax Guide for SA Seniors – all you need to know about how to complete your tax return!     How to complete your tax return The first thing to ask is whether you actually need to complete a return. SARS  increased the threshold […]

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The importance of creating or amending your will during Lockdown

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Paula Bongers, owner of boutique Fiduciary Company, Proactive Wills and Estates, explains why it is important to ensure you have a will or amend your will during Lockdown     These are very strange times we are living through and we all need to adapt and create new ways of doing things.  Very challenging sometimes, […]

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