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Inheritance Tax & Estate Duty Guide

 640 417 Maysure Financial Services

Many people have a mental block when it comes to the topic of tax. Who can blame them? Trying to make sense of tax laws in South Africa can be an incredibly difficult undertaking. However, this is not an excuse to leave your assets to fate. When creating your estate plan, you need to have…

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Gap Cover Benefits: The Shocking Truth About Medical Aid Fees

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South Africans are spending more each year on private health cover. Medical insurance has never been more prioritised than now. Yet, it might surprise you to learn that many people still do not have enough money to cover their medical expenses. Even with the most comprehensive medical cover, you could still pay up to 400%…

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Debunking Myths About Life Cover

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Life happens when you least expect it. In the current world climate, the topic on everyone’s lips is planning for the future. While checking that all your affairs are in order, you might want to consider adding life cover to your financial planning. Life cover can act as a tool to help you meet your…

Shariah Investments & Ethical Investing

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At first glance, Shariah investments can appear to be quite complex. These assets contain various rules and limitations based on the Islamic faith that governs over all aspects of Muslim life. These principles state that for any financial service or institution to be considered halaal, their products must adhere to these specific values of social…

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Tax Season: How to Maximise Tax Benefits

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The end of the 2021 tax year, 28 February, is nearly upon us. This means it’s your last chance to take advantage of the tax benefits available to you. They range from deferring tax payments to benefit you in the short term to optimising tax-free investments for the long term. Let’s take a deeper look…

Retirement Annuities: Everything You Need to Know

 624 407 Maysure Financial Services

Nothing is guaranteed except death and taxes. Never was this statement more true than in the year 2020. Unpredictability was the theme with financial stability taking the hardest hit. Almost everyone was forced to learn the importance of saving for a rainy day and the value of solid financial planning. Of course, no decent plan…

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Financial New Year’s Resolutions: Shape Your 2021

 624 407 Maysure Financial Services

We’re sure you’re all aware of the classic New Year’s Resolution tradition: you start out full steam ahead with planning your goals for the year and two months later, you’ve lost all motivation. What happens? Naturally, you slip back into your old spending habits and procrastination becomes enemy number one. It’s easy to fall back…

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Reviewing Your Financial Health

 624 407 Maysure Financial Services

It has never been more important to set goals to secure your financial health than for the upcoming year. If we can take supplements and exercise to safeguard our physical health, and work with others to improve our mental health, how can we look out for our financial health? The best way to do that…

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5 Ways to Spend Your Bonus Wisely

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It’s been a long hard year, but the end is in sight. You’ve almost survived the year 2020 and what’s more, you have also been rewarded for your valuable contributions throughout the year – your bonus is in the post. I’m sure the temptation to splurge a little is strong, especially as the silly season…

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Estate Planning, South Africa: Write a Will

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The global pandemic has made plenty of people aware of their own mortality. Many of us have caught ourselves thinking of what would happen to our loved ones if we passed away. Would they be alright? Would they be financially secure?  These thoughts can be the start of the process of estate planning. By looking…