There’s more than one benefit in this for you

Endowments are often overlooked when it comes to portfolio planning, but they offer many benefits to investors. Endowments are investment ‘wrappers’ around underlying investments in equities, property, bonds and cash that offer tax and estate planning benefits, especially to people in a 30%-plus tax bracket. Originally considered expensive, inflexible and opaque, decreases in cost, increased [...]

By | September 16th, 2019|Uncategorized|0 Comments

Are financial planners missing a trick?

Tax Fee Savings was introduced through legislation in March 2015 and is a new type of savings vehicle where savings could accumulate tax free and to encourage a culture of savings in South Africa. There are many advisers out there who are not making use of this fantastic product in their client's portfolio. Out of [...]

By | August 8th, 2019|Uncategorized|0 Comments

Weather the storm of low returns

You can’t fix a slump – stay with it – because feeling a tad disillusioned by your investment portfolio is a sign of the times, says Eugene Visagie of Morningstar Investment Management SA (MIMSA). For the best part of five years, investors could be excused for thinking they’ve been hitting the replay button on a [...]

By | June 11th, 2019|Uncategorized|0 Comments

Laylatul Qadr-The Night of Decree!

Allah Ta’ala in His infinite Mercy has favoured us in so many ways. Such blessings that we cannot possibly enumerate nor show sufficient gratitude to the Almighty. Amongst the many blessings include a very special GIFT..Laylatul Qadr- The Night of Decree. It is an opportunity to gain closeness to our Creator, forgiveness of our sins and an elevated position in Jannah (Paradise). The Night of Power is better [...]

By | June 1st, 2019|Uncategorized|0 Comments