Is my money safe with you?

Is my money safe with you?

00000 Questions to ask your financial service providers By: PAUL LEONARD WEALTH MANAGERS throughout the financial industry are often asked: “Is my money safe with you?” The answer has to be “yes”, and not just because the advisor says so.  This assurance of safety...
COVID-19 and managing your money

COVID-19 and managing your money

00010The economic impact of the COVID-19 outbreak is already being felt – and it’s only going to get worse as the economy drastically loses momentum in the lockdown. So, what does this mean for South African households?  The reality is that household financial...
TAXING ISSUES

TAXING ISSUES

00002Managing Your Tax Returns – 5 ways things can go wrong, and how the deal with it… SARS makes an honest mistake. Doubling-up on income, leaving out one or more deductions, or failing to take your PAYE into account are some examples of “finger trouble” that can...
Things to do before the end of the tax year

Things to do before the end of the tax year

00000With only one month left before the 2019/20 tax year ends, here are some tax breaks to take advantage of TAX HAS become the single biggest drain on our wealth, and as we head towards the end of the 2019/20 tax year, it makes sense to ensure that you have taken...