Personal

Use the remaining weeks to the end of February 2021 to REVIEW contributions to Retirement fund investments and Tax-free savings accounts.

Living under lockdown is a new experience for South Africa and other countries across the world struggling to contain COVID-19. As we adapt to this new reality, it is important to actively manage some of the financial stresses that the lockdown presents.

Does your Life insurance Plan cover for the COVID-19 Pandemic? Are you prepared and covered if you test positive (or negative) for the Coronavirus?

Use the remaining weeks to the end of February 2020 to REVIEW contributions to Retirement investments and Tax-free savings accounts.

This year consider an investment in your future as a gift to your future self. One day you will look back on your decision to put away some money, and thank your younger self for the foresight to save.

With the festive season behind us, we turn our attention to planning for the next 12 months and beyond. This is a great time to reassess where you are in your journey to financial well-being. One of the key components to this is when we take our steps into eventual retirement and what will that look like for us.

As the end of the tax year approaches, there’s no time like the present to use the remaining weeks to February 29 to review contributions to retirement investments and also tax-free savings accounts (TFSAs) to make the most of the tax benefits these investments offer.