Welcome to the New Year! We trust that you and your families have had a blessed festive season and wish you all the very best for the year ahead. May 2020 bring you peace, happiness and all the wonderful things that you wish yourselves! 2020 holds exciting opportunities! We have been closed for the festive season and our offices are now back in full swing. We look forward to seeing

Where did 2019 go? It seems as though the year simply raced by! Christmas is upon us and a New Year is dawning. Traditionally investors top up their retirement annuities in February. But as we approach 2020 give some thought to topping up your retirement annuities before the end of the tax year on 29th February 2020. Retirement annuity contributions are tax-deductible (within certain limits) so beat the taxman this

Investment performance in 2019 Over the past few years, investment returns on the Johannesburg Stock Exchange have generally been very poor. It has been a very difficult time for even the best fund managers. So how has 2019 faired?  The good news is that so far 2019 has shown signs of improvement in investment returns. Here are some examples of performance from 1st January 2019 to 31st October 2019 [Figures