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Tag : investment

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...

FUNDAMENTALS – The News Magazine of the Old Mutual Group

We thought this could be a good read… simply click on the link below to download the file. FUNDAMENTALS: Jan-2017    

Lower your marginal tax rate by contributing to a RA

A very insightful explanation of the tax benefits of contributing to a RA.

“Blood on the streets”

Baron Rothschild said the famous words: “The time to buy is when there is blood on the streets” and Deon Gouws, CIO of Credo Wealth took that sentence and...

Life Insurance claims not paid out

Beneficiaries of Life Insurance Policies received more than R10,3 Billion in 2014.   According to the Association of Savings and Investments of South Africa (ASISA), more than 98,9% of...