The value of advice and your goals

Aug 17, 2017 | Uncategorized | 0 comments

The value of advice and your goals

 

The value of good advice when it comes to managing your finances cannot be emphasised enough, even more so when you consider the looming deadline that is the end of the financial year.

This not only means a possible shift in financial policies, but it also means a possible end to the tax concessions currently in place. Tax concessions that, if managed correctly, can make a huge difference in the way you save your money and how much you get out of it in terms of how much interest you earn and how much tax you pay.

This makes it the opportune time to speak to the professionally trained financial advisers. We can offer you the best, relevant and holistic advice you need to make important decisions to put you and your family in the best financial position possible.

“Many people underestimate the value of getting financial advice from a qualified, professional financial advisers”.

“Financial advisers are experts in their field and have dedicated their careers to helping others reach their financial goals.”

One of the routes to making your money go further is opening or topping up your tax-free savings account to the maximum amount allowed of R30 000 a year. The account allows you to save money and pay no tax on the interest you earn which, in turn, means that you have more money to use on the things that really matter.

These tax concessions also offer you a range of other opportunities to help you build your wealth both locally and abroad.

With help from our experts, investing your money offshore is a breeze. Offshore investments will help you save your money in a different currency, freeing you from the unpredictability of the ever-changing exchange rate. Offshore investments also give you access to many different economies, markets and companies that are either unavailable or difficult to access locally, as well as letting you diversify your portfolio and spread your risk.

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