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While many people may not give taxes much thought until it's time to file their returns, taking a proactive approach to tax planning can help you save money and make the most of your investments.
Although there are countless benefits of working with a financial planner, we are going to look at four that stand out, especially when it comes to retirement planning.
In our previous article, we talk about what financial independence means to different people. In this article, we discuss the benefits of financial independence that can be enjoyed right now instead of waiting until the age of 65.
Investing in an approved Section 12J VCC is indirectly investing in and building the South African economy. It also acts as a tax-efficient incentive for investors as it allows for a full tax deduction of the amount invested for the specific tax year.
There is a common misconception that a personal financial plan is formulated and implemented once and doesn’t need much attention afterwards. However, on the contrary, the only way your financial plan is going to work for you the way you want it to is for you to review it regularly.
Our financial advisors believe that it is never too late to start. In fact, there really is no time like right now to change the way you manage your money, so that you can secure a stable future for yourself.
To be successful doesn’t mean that you need to be a multi-millionaire, or that you should have a beach front mansion and 5 expensive cars. Success is subjective and there is no one size fits all approach to measuring it.
There are many ways to improve your tax savings strategy and with the end of the financial year fast approaching, you may want to take advantage where you can.
Furthermore, these tax-saving methods can help you in the upcoming fiscal year and beyond.
Olemera has been offering financial planning in Johannesburg for many years and we would like to take this opportunity to thank our clients for supporting us along our journey.
We know that there are hundreds of financial advisors to choose from in Johannesburg so we want to say thank you for choosing us.
With the holiday season fast approaching, you may be patiently waiting for your long-awaited vacation to finally start, but have you thought about short-term insurance yet?
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