Holistic Financial Planning

20/02/2021

Well don Veronica Strydom on an exceptional month. Keep up the hard work

13/12/2020

07/01/2020

Start saving towards your child's future and their education👩‍🏫

What saving options are available?

Tax Free Savings Account
A Tax Free Savings Account (TFSA) is an effective way to save for longer-term goals, like your child’s
education, as you pay no tax on investment return. As a result, your money will grow faster in a TFSA
than in a regular savings account.
You are allowed to invest up to R30 000 per tax year, and up to R500 000 over your lifetime without
paying any tax on the growth of your investment. There are no dividends, capital gains or income tax
payable on a TFSA, as long as your contributions remain within the above-mentioned limits.
With a TFSA you can also access your money at any time without penalties. The minimum recurring savings amount for this plan is R400.00 per month. 🍏

Unit Trusts
A unit trust allows you to make lump sum payments or monthly contributions towards saving for your
child’s education. You can invest in a range of asset classes, such as equities, bonds, property and money
market instruments.
There are no minimum investment periods, so you have access to your money within hours, should
you need it. But remember that you’ve invested in a unit trust for the long term, so it will be equally
important not to touch your savings in a unit trust unless it’s really necessary. The minimum recurring savings amount for this plan is R500.00 per month. 💡

Contact us and we will be happy to assist. 👨‍🎓👩‍🎓

09/10/2019

Contact us 0788391093

09/10/2019

Contact us on 0788391093 for sound advice to make informed decisions to secure your child's future ,

09/10/2019

The Child Illness and Injury Benefit. Contact us today for more information 🌻

06/11/2018

What conversations would you have with yourself on life & death ?
Contact us for more information.

06/11/2018

🧔 MOVEMBER is here 🧔
Please read below ⬇️

16/10/2018

That how we treat our clients.. At Sanlam and Landover experience day.

27/09/2018

With holidays around the corner please make sure your financial matters are seen to.... ie. Life cover, disability, severe illness, car and household etc. Please contact our team for quotes.