Office closed for the Festive Season

Office closed for the Festive Season

Dear Client We would like to thank you for your continued support through 2018, and look forward to the year ahead! Please note that our office will be closed for the festive season from 14 Dec 2018 to 7 Jan 2019. May you have a blessed time with family and friends....
Lower your marginal tax rate by contributing to a RA

Lower your marginal tax rate by contributing to a RA

Momentum financial planning does a comparative example of two individuals, one contributing to a retirement annuity, and the other who does not….worth the read, and worth contacting us so we can assist you in selecting the RA that is right for you. DOWNLOAD FILE...
Reap the benefits of a retirement annuity (RA)

Reap the benefits of a retirement annuity (RA)

Reap the benefits of a retirement annuity (RA) RAs have proven to be beneficial savings vehicles for many clients, because it encourages disciplined savings with accompanying tax incentives as well as a number of other benefits: Contributions reduce the client’s...
What is SA’s most sugary drink?

What is SA’s most sugary drink?

Probably not something you’d expect to find in our news feed…but interesting non the less. Especially when it comes to your health, and this is where Fortunate Brokers comes in…Health – Medical Aid – Life Insurance…give as a...
So how much does a first year at university cost in 2016?

So how much does a first year at university cost in 2016?

The #Feesmustfall campaign gained a lot of publicity in 2015/2016 and although inroads have been made, unfortunately students still have to pay for tertiary education. And as parents we eed to be able to sufficiently make provision for this. Each university should...