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Articles by Isabelle Coetzee

Work from home, have meetings at restaurants – the new normal?

Work from home, have meetings at restaurants – the new normal?

22 September 2020

With companies moving from static office spaces to working remotely, meetings have predominantly been held online. However, some companies have turned their attention to meeting at variable locations, such as restaurants or hotel conference rooms.

Everything you should know about tax auto assessment

Everything you should know about tax auto assessment

17 September 2020

In 2019, the South African Revenue Service (SARS) launched a system, which was dubbed an “auto assessment”, to assist taxpayers with their annual tax returns. But what does this system entail, and how will it impact you?

Should the retirement age change?

Should the retirement age change?

14 September 2020

Across the world, people are retiring later than they used to. However, retirement products are centred around set retirement ages at which point you’d be able to access your retirement savings. But how applicable is the current retiremen...

Young professional? Set up your personal finances for long-term success

Young professional? Set up your personal finances for long-term success

10 September 2020

As a young professional, you may have just started your first job and become financially independent from your family. This is a unique financial position to be in. So how should you arrange your personal finances for long-term success?

How to negotiate lower insurance premiums

How to negotiate lower insurance premiums

9 September 2020

Paying monthly insurance premiums can feel like a grudge purchase because you don’t see the benefits unless you find yourself in a sticky situation. But would it seem less so if you could pay lower premiums?

Is your credit score valid internationally?

Is your credit score valid internationally?

8 September 2020

Without a credit score abroad, you won’t be able to get decent rates for home loans or be approved for vehicle finance. We found out what happens to your credit score when you leave the country.

Living with a sibling or romantic partner? Get your finances in order

Living with a sibling or romantic partner? Get your finances in order

7 September 2020

Financial products are geared to assist married couples who live together, and financial advice usually considers this relationship when the couple are living together. But what if you’re cohabitating with a sibling, cousin, or long-term ...

Are you at risk of inheriting your sibling’s debt?

Are you at risk of inheriting your sibling’s debt?

3 September 2020

If your sibling struggles with debt and suddenly passes away, you may be worried about what will happen to their outstanding debt. Will their creditors reach out to you and expect you to settle it?

What if you don't have enough saved for retirement?

What if you don't have enough saved for retirement?

2 September 2020

Planning for your retirement is imperative to ensuring you enjoy your golden years. The last thing you want is to struggle to make ends meet. So what should you do if you realise you won’t have enough saved to retire comfortably?

9 Common financial terms you should understand

9 Common financial terms you should understand

1 September 2020

Talking about financial matters can quickly become complicated, especially when terms like “financial gains” and “stock market options” are thrown around. Financial jargon can be an unnecessary barrier to managing you...

Are you legally required to work overtime?

Are you legally required to work overtime?

31 August 2020

Working overtime is a common practice in many fields. In some cases, companies have a culture where overtime work is expected of employees. But where’s the line between voluntary additional work and subtle coercion?

5 Questions to ask about your investments

5 Questions to ask about your investments

29 August 2020

It takes diligence and patience to build an investment. Any financial adviser would encourage you to leave your growing lumpsum, in spite of small fluctuations in the market. However, at what point should you consider moving your investment elsewhere?

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