A message from Morningstar: “Stay the course”
10 August 2018It has been a challenging battle for returns over the last three years for South African investors.
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Maximus News: Astute
8 August 2018Astute is designed to provide a single point of entry for intermediaries to obtain updated data on our clients’ portfolios as preparation for periodic portfolio reviews.
Medical Aid Year End Revisions – Coming Soon
6 August 2018Please start thinking about your medical aid needs, particularly if you are considering changing your plan option for 2019.
How much money South Africans put towards retirement vs how much is enough
2 August 2018South Africans are not prepared for retirement, with several studies and surveys showing that we need to save more if we want to maintain a decent standard of living in...
Meet the Team: Angie Baxter
2 August 2018Angie Baxter is a recent and most welcome addition to our administration team.
Why you forget names immediately and how to remember them
1 August 2018Of all the social gaffes, none is perhaps more common than meeting a new person, exchanging names and promptly forgetting theirs.
Maximus News
7 June 2018Sadly we recently had to say goodbye to Kamiela Arend. Despite this we are confident that the all-important administrative function of our practice is more than well catered for with...
SARS Tax Season 2018
4 June 2018The 2018 tax season is almost upon us. Here is some important information that you need to know.
Tax & Financial Planning
12 March 2018With the dust settling on the Budget, despite the on-going VAT increase protests, the effects of increased taxes are very much a topic of not only conversation but of actual...