Featured Articles
How to Claim your portion of unclaimed benefits from your pension fund
Updated November 2020 Link to FAIS database has been updated. Many of South Africa's pension fund Administrators hold large sums of money (In excess of R20 Billion) in preservation funds from members who have not claimed their benefits and according to the act these...
Where is the money for State expenditure going to come from
We hear from the State that they are going to be spending huge amounts of money bailing out State owned enterprises, are going to spend on roads, housing and social upliftment programs. We hear demands from unions on unsustainable wage increases and threats to shut...
Latest from Financial Planners
How to improve your debt position during Covid-19
Banks and credit companies are offering all kinds of assistance and payment holidays to assist their customers during the pandemic. UIF is offering companies a percentage of their wage bill as part of a stimulus to help companies keep their employees during these...
Where is the money for State expenditure going to come from
We hear from the State that they are going to be spending huge amounts of money bailing out State owned enterprises, are going to spend on roads, housing and social upliftment programs. We hear demands from unions on unsustainable wage increases and threats to shut...
Retirement Annuities and Financial Emigration
Retirement annuities are designed to supplement retirement benefits from company pension funds or for self employed people wanting to plan for their retirement. For people in their own businesses where earnings may be irregular, retirement annuities are an excellent...
Pension fund adjudicator – Antoinette Muvhango Lukhaimane
Updated: 26/10/2020 As a follow up to the article that indicates the increased level of complaints against pension fund administrators and the current pension fund adjudicators record of dealing with these cases, we thought you would like to know a little about the...
Is Bitcoin a Good Retirement Investment?
Bitcoin has been on most peoples radar for a few years now but wether or not it is a good long term investment as part of your retirement investments is a question not properly answered. We look to institutional investors like the big insurance companies who have been...
List of Ombudsman in South Africa that can help with any complaints you may have
Here is a complete list of Ombudsman in South Africa which will help with anything from Banking and pension payment issues to banking, sectional title, credit and even vehicle related issues. When to contact the Ombudsman. (below are a few examples) What is an...
How to prepare a budget – Financial freedom
The purpose of this budget exercise If you are anything like me, you have great expectations and plans for your future financial freedom and from time to time do a few sums in your head, thinking that you know what your monthly expenditure is. There is only one way to...