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How post-retirement annuities are taxed

How post-retirement annuities are taxed

19 May 2023 · Fiona Zerbst

Pensioners are often dismayed to find they are taxed on income from their post-retirement annuities. We provide tips for managing this liability.

Defaulting - what does it mean, and what are the consequences?

Defaulting - what does it mean, and what are the consequences?

16 May 2023 · Fiona Zerbst

Defaulting on repayments can have dire consequences. We examine what defaulting is, why it’s potentially serious, and how you can limit the damage.

Demystifying the life insurance claims process

Demystifying the life insurance claims process

12 May 2023 · Fiona Zerbst

The life insurance claims process can be confusing. We demystify the process by outlining the steps, and what you can expect when submitting a claim.

Will your insurance cover flooding?

Will your insurance cover flooding?

10 May 2023 · Fiona Zerbst

Flooding and other extreme weather events can cause significant financial loss. We consider insurance types that cover this, and the conditions attached to them.

5 Smart investment tips

5 Smart investment tips

7 May 2023 · Fiona Zerbst

Investing can be complex, and it’s easy to feel overwhelmed. We provide tips for making good investment decisions and avoiding common pitfalls.

Savvy questions to ask when choosing a personal loan provider

Savvy questions to ask when choosing a personal loan provider

1 May 2023 · Fiona Zerbst

Understanding the terms and conditions of your personal loan is vital. We consider the questions you should ask before taking a loan from a credit provider.

Don’t get caught up in life insurance fraud

Don’t get caught up in life insurance fraud

27 April 2023 · Fiona Zerbst

Life insurance fraud is on the rise. We discuss how you can protect yourself, and avoid committing fraud inadvertently.

11 Tips for starting a small business

11 Tips for starting a small business

25 April 2023 · Fiona Zerbst

Starting a business can bring financial independence, but it's not without its challenges. We offer tips to help entrepreneurs succeed.

Tips to bring down the cost of a divorce

Tips to bring down the cost of a divorce

23 April 2023 · Fiona Zerbst

In addition to creating emotional havoc, divorce can compromise your financial security. We explore how to minimise the financial repercussions.

The solar tax rebate - helpful or not?

The solar tax rebate - helpful or not?

20 April 2023 · Fiona Zerbst

The solar rebate can enable householders to offset the cost of getting off the grid. We explore what this tax incentive entails, and who stands to benefit.

What does financial freedom mean to up-and-coming South Africans?

What does financial freedom mean to up-and-coming South Africans?

18 April 2023 · Fiona Zerbst

People who’ve grown up in democratic South Africa share their views on financial freedom, tips for achieving it, and areas where they need advice.

Shopping addiction? Here’s what you can do

Shopping addiction? Here’s what you can do

16 April 2023 · Fiona Zerbst

Shopping addiction is a behavioural issue that can harm your financial wellbeing. This article explores what “shopaholism” is, and how to overcome it.

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