Category: General Financial Planning News

Portia Vlotman, Associate Director and Money Market Manager, tells us about the differences between Money Market Savings Accounts and Money Market Funds. The most popular

Nick de Villiers, Trust Officer at our Noordhoek branch, tells how we have assisted heirs who do not live in South Africa. As you may

Rene Pienaar, Trust Officer, provides tips on what to consider when buying a car and also on changes to the agent-only servicing and repairs. We

Have you considered making an additional contribution to your Retirement Annuity before the end of the tax year? With the 2020/2021 tax year drawing to

Responses to questions posed during the cybercrime webinar held on 24th November 2020. Please visit the website https://haveibeenpwned.com and enter your email address to see if your  email

Dave Edgar, Associate Director at Personal Trust, explains the various ways in which one can gain offshore investment exposure. South Africa makes up a very

By Nick de Villiers, Trust Officer, Personal Trust Noordhoek There has been much discussion in the Press about potential changes to legislation governing pension funds

By Nick de Villiers, Trust Officer, Personal Trust Noordhoek There has been much discussion in the Press about potential changes to legislation governing pension funds

“We make a living by what we get.  We make a life by what we give.” Winston Churchill We all know there exists a genuine need