Now the process of investing is as satisfying as the benefits of doing so.

  • Use our experience and advice to choose a fund
  • Complete the forms online
  • Sign the forms online
  • Watch and manage your money online
  • No upfront fees and a very low advisor fee of 0.5% + VAT* per annum
try beanstalk
Posted on Wed, 17 Feb 2021

Annuitisation of Provident funds with effect from 1 March 2021

The Taxation Law Amendment Act of 2020 was signed into law by the President on 20 January 2021. This has enacted the long-awaited legislation which provides for the same annuitisation rules that apply...
Read more
Posted on Tue, 09 Feb 2021

Checklist: Things to do before the end of the tax year

Use your capital gains tax exemption As an investor, you are granted a R40 000 capital gains tax (CGT) exemption per year in respect of events that trigger a disposal of assets, which includes the sal...
Read more

We are an independent financial advisory and offer unit trusts and investment options from all of these companies