The end of the 2020 tax year is fast approaching with many of our clients looking to maximise the benefits afforded to them by the tax man. This can be done by “topping-up” your retirement annuity and tax-free savings account. Retirement Annuities Currently all...
From points to miles…a hot topic at the moment for Discovery members. Charlene Steenkamp discusses the changes and breaks down the differences between the two. Members of Discovery’s Vitality rewards programme no longer earn Vitality reward points but are now...
SUSTAINABILITY OF INVESTMENTS You may have heard people talking about sustainable or socially responsible investing. This is investing which considers both the financial aspects – will the investment achieve an acceptable investment return in relation to inflation? As...
We attended a global investment conference in Cape Town last week and experienced varied views on global risk assets by the asset managers presenting. One can easily be influenced by some of the negative global challenges: unprecedented Central Bank balance sheet...
