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A ‘two-pot’ retirement system refresher

A ‘two-pot’ retirement system refresher

Dave Edgar, Trust Officer, provides an update on the new system that comes into effect on 1 September. A year has passed since I wrote an article in Personal Opinions about the ‘two pot’ retirement system. At the time, the proposed implementation date was 01 March...

South Africa has been greylisted. What does this mean?

South Africa has been greylisted. What does this mean?

The Financial Action Task Force (“FATF”) is a global inter-governmental body that promotes policies and sets international standards relating to the combating of money laundering, terrorist financing, and the financing of weapons of mass destruction. There are 37...

Retirement Village Living

Retirement Village Living

There are a number of factors to consider when making a decision regarding your future home. Careful thought needs to be given as to what is important to you in your retirement years. These are some of the key considerations when assessing the different options and...

From Russia with Love

From Russia with Love

"You can do a lot more with weapons and politeness than just politeness." Vladimir Putin Who would have imagined I would be writing an article about the impacts of a WAR in Europe! The Russian invasion of Ukraine constitutes the most significant war in Continental...

CHANGES IN PERSONAL CIRCUMSTANCES

CHANGES IN PERSONAL CIRCUMSTANCES

Nick de Villiers, Trust Officer in Noordhoek, explains why it is imperative to seek professional financial planning advice regularly. “Everyone has a plan until they get punched in the mouth.” Mike Tyson. How does this relate to financial planning? Anecdotal...