The recent cold and wet weather in Cape Town transported me back to a day in August 2004, when Veritas Wealth was just beginning. I vividly recall that freezing morning, navigating muddy roads and rusted gates at what is now Beau Constantia Wine Farm. With little more than a small cottage as our office, I embarked on this journey with a mix of nerves and excitement. Twenty years later, I reflect on how far we’ve come—from those humble beginnings to a thriving business built on the principles of Lifestyle Financial Planning, surrounded by a dedicated team that feels like family.
You would have heard in the media recently that the Two pot retirement system has been signed into legislation effective 1 September of this year.
We explain in simple terms what this means for you and what your choices are going forward. Our advice to clients around retirement funds has always been to discourage any form of pre-retirement withdrawal as this very negatively impacts the outcome in retirement. In this article we discuss the reasons why this legislation has come about, how it impacts you and that ultimately our advice (to NOT make pre retirement withdrawals unless all other avenues have been exhausted) remains the same.
The recent election results and formation of government have brought a sense of hope and renewal to our country. As the dust settles, many are optimistic about the potential economic outcomes. With hopefully, a newfound sense of stability and direction, businesses and investors are poised to thrive. In this article, we explore the possible economic implications of the new political landscape and what it could mean for your financial future.
The world of short-term insurance can be complex and overwhelming and recently one of our own staff members fell victim to the “under-insured’ clause. Read more below for suggestions on taking necessary steps and actions to avoid this situation..
In today’s digital age, the convenience and connectivity we enjoy come with a significant downside: the ever-present threat of cyber fraud. As technology evolves, so do the tactics of cybercriminals, making it more crucial than ever to stay vigilant and informed. Cyber fraud can take many forms, from phishing emails that trick you into revealing personal information to sophisticated malware that infiltrates your devices.
Healthy people die unexpectedly all the time and often they leave complicated and incomplete administration for their heartbroken families to untangle. There are a few simple checks and steps to ensure that you make life as easy as possible for your loved ones should tragedy strike. If you have any assets at all in your name, if you are married and, most especially, if you have children, take a few minutes to read how to avoid adding hassle to their heartbreak.
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.I agreePrivacy policy
