Trust is a crucial component of any successful financial relationship. Trust plays a huge role in making things work, whether it’s with your spouse, financial advisor, or business partner. And one way to build that trust is through the art of listening, which is a central idea in Nancy Kline’s Time to Think methodology. As […]
Time to think about money – Part 3 Read More »
It’s fascinating to see how the world of financial planning is evolving. Today, more than ever, there’s a growing acknowledgement of the role psychology plays in our financial lives. A prominent voice in this field is Dr. Brad Klontz, a clinical psychologist who’s been shining a light on what he calls our “money scripts”. Imagine
The significance of money scripts Read More »
In a few recent blogs, we’ve considered our money stories and how we can not only route out false narratives but work towards creating new financial stories. After exploring the emotional aspects of your financial health and understanding your money story, it’s time to create a new financial narrative that fosters a healthy money mindset.
Creating a new financial narrative Read More »
SARS has announced the dates for the 2024 filing season. The dates are as follows: Individual taxpayers (non-provisional taxpayers): from 15 July 2024 to 21 October 2024 for the submission of tax returns. Auto assessment notices: from SARS are set to be delivered from 1 – 14 July 2024. Individual taxpayers (provisional taxpayers): from 15
Tax deadlines for the 2024 filing season Read More »
As we embraced another leap year, the realisation that the 2024 tax year end come and gone – it’s the perfect opportunity for a timely review of tax strategies. With the annual tax cycle seemingly accelerating, a proactive approach to tax planning is more crucial than ever. Here are our expert insights into making sure
Optimise Your Tax Strategy: Expert Tips for the Next Tax Season Read More »
In the dynamic business environment of South Africa, distinguishing between the roles of business consultants and advisors is crucial for leveraging external expertise effectively. What is the difference and how does it affect you? Business Consultants: Specialising in targeted solutions, business consultants bring specialised knowledge to address specific challenges. Their problem-solving acumen, project-based engagement, and
Business Consultants vs. Advisors: Strategic Partners for Success Read More »
Personal finance is a journey of strategic decisions, particularly when planning for a comfortable retirement. Balancing contributions between Retirement Annuities (RAs) and Tax-Free Savings Accounts (TFSAs) offers a pathway to achieving this common goal among South Africans. Here’s what you need to know: Tax Efficiency: Both RAs and TFSAs boast significant tax advantages, though their
Navigating Retirement Planning: RA’s vs. TFSAs Read More »
During 2023 there have been significant amendments made to the Companies Act. As part of these changes, the new requirements relate to “Beneficial Ownership information” and compulsory submission of this information to the Intellectual Property Commission (“CIPC”). A large emphasis is placed on the accuracy, completeness and truthfulness of the information submitted. Impact of the
New deadline: CIPC beneficial owner’s submission Read More »
I want to share exciting news about the evolution of our journey and how it will affect you.In 2010, I founded MP Insurance Brokers after more than a decade of experience in an independent firm. Our success over the years attracted the interest of the Stepp group, leading to them acquiring a minority stake in
Unveiling a powerful Partnership: The successful merger with Real Time Wealth Read More »
Plan, Manage and Prosper Are you ready to set brand-new, ambitious financial goals? Whether it’s personal wealth management or business finance, RTA stands ready to help you craft and achieve your financial resolutions. Begin your journey with clear objectives and the support of RTA’s experienced professionals to guide your path to financial success: Financial resolutions
Setting Your Financial Resolutions with RTA Read More »