Manage My Money – Emergency Funds
Managing your money through the use of an emergency savings fund. We look at different options and some of the key things to think about.
What happens to my tax after retirement?
When you reach retirement, you need to know how your money will be taxed. Where it is allowed to go in order to make the most informative decision.
Tax and Retirement – Tax Free vs RA
Everyone would like to retire one day and live comfortably. Long term investments are an efficient way to help you get there.
Manage My Money – How to save
We often hear the sayings, “Saving for a rainy day”, or "Invest for the future”, but where do you start?
Manage My Money – Unit Trusts
Understanding what unit trusts are and what they are made up of, gives you some perspective of what to look out for.
Manage My Money – Fund Fact Sheets
An investment fund fact sheet provides insight into the performance, objective and fees. Furthermore, it highlights the asset allocation and breakdowns of its investment holdings.
To Cede or Not to Cede
When buying your home, did the bank push you to get bond cover with them? You could look at more affordable options.
Protecting your Income
How long can you sustain your current lifestyle if you could no longer earn an income?
Monthly vs Lump Sum
What is better? A huge lump sum or regular monthly income? There is no right or wrong answer as it depends on your needs.
Comparing your Cover
Are all insurance companies equal? The simple answer is no. Look at these few providers as an example. Perhaps the better question to ask is why or how are they different?
Tracker is Coming Home
When hearing Tracker the first thing that comes to mind is finding your car in the event of theft. Now, Tracker has become so much more.