Category: Articles

Filter by category...

Organise your finances

Besides it being the time to take advantage of tax relief plans, the beginning of the year is an opportune moment to take a close look at your finances so...

Read more

Last chance to save tax

The current tax saving season is rapidly drawing to a close and saving on tax is easy. By topping up contributions to your retirement annuity policy before the end of...

Read more

Outlook for 2024

There will of course be headwinds in 2024 and some of these are clearly evident – the wars in Ukraine and the Middle East, geo-political tensions between east and west, China’s...

Read more

2023 in retrospect

Certainly 2023 has been a momentous year globally with firstly the continuing war in Ukraine and its economic consequences plus the sudden conflagration in the Middle East. The economic slowdown in...

Read more

“State-proof Your Assets”

In a recent speech at the Rand Club, Free Market Foundation CEO, David Ansara, suggested that South Africans should actively set about “state-proofing” their assets.  In particular, according to Ansara...

Read more

Medical Aid Review Time!

December is fast approaching, and with it comes the commencement of the medical aid review period. Medical aid providers have recently disclosed their contribution increases for the year 2024.

Read more

The “two pot” retirement system

From 1 March 2024, a new retirement fund system will be introduced.  This will affect employer pension and provident funds; preserver funds as well as retirement annuities.

Read more

A Reminder about Wills

Those who do not have a Will should really think about having one and those who have a Will this should serve as a reminder that perhaps this is an...

Read more

Meet The Team: Chanté Holmes

Chanté joined Maximus in August 2023 as a Senior Paraplanner on the Wealth Management side. She has a BA in Psychology as well as her RE1 and RE5 which are the...

Read more