Retirement Planning

Unpopular opinion, Invest all Offshore

Unpopular opinion – Invest everything offshore When you’re bombarded with negative news about SA Inc and its prosects from every quarter, it takes courage to make up your own mind and not get sucked in by the naysayers. In 2020/2021 these doomsday pushers had a field day, and we are still coming across clients who …

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Are Retirement Annuities Dead?

Add Your Heading Text Here There have been a number of events and government proposals that have forced us to reconsider whether formal retirement savings, especially Retirement Annuities are still worth it. The Green Paper that was introduced and withdrawn a couple of weeks later is a case in point. This has been withdrawn and …

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Social Security and Pension reform Green Paper

Withdrawn but not dead The recent the publication of the Green paper on Social Security and Retirement reform, introduced on 18 August 2021 and withdrawn on 31 August 2021 has caused despair with many taxpayers, already overtaxed and fed up with non-delivery of basic services from government – so let’s unpack it and dissect it, …

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