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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...

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Tax Season – 2023

SARS' have already opened the 2023 tax filing season. Here are some important dates and changes.

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July Is Savings Month

A timely reminder of how essential it is to save – yes even in these tough times.

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Morningstar

It is now nearly eight years since Maximus entered into an association with the internationally renowned research and asset management organisation, Morningstar (SA) Inc. At the time we felt there...

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Morningstar Market Overview, June 2023

Global equity markets pushed higher during the month of June, largely driven by stronger than expected economic data, which reflected a resilient economy, despite the higher interest rate environment.

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Property market tips

If you’re in the market to sell your property, you may believe that it’s a buyers' market and that you are currently at a disadvantage. That may well...

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Five Smart investment tips

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

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Building up an emergency fund

An emergency fund is one of those high-priority investments that everyone must have in life, since it provides you with a financial buffer to cover short-term expenses when unexpected events...

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Changes to regulations governing foreign investment allowance for individuals?

There has been much publicity surrounding the recent changes by SARS to the requirements  and procedure surrounding applications for tax clearance in respect of the foreign investment allowance. 

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