16/07/2024
🌟 Tax Season is Here! 🌟
Do you hire a tax consultant, beg a friend, or do you email dad all your IRP forms with "Love you" as the subject line?
The dates for the 2024 Filing Season are:
Individual taxpayers (non-provisional): 15 July 2024 to 21 October 2024
Auto-assessment notices: 1 July – 14 July 2024
Provisional taxpayers: 15 July 2024 to 20 January 2025
Speak to your Liberty Accredited Financial Adviser to get your tax certificate.
12/06/2024
Getting Retrenched, Resigning, Retiring
Book your Financial Planning session with me
10/06/2024
👇👇👇
Two-pot retirement system: First read this before you withdraw your funds
Here's how the new changes could affect your pocket and savings.
05/06/2024
The things you love don’t have to take a backseat when you retire. Chat to an accredited Financial Adviser and keep your passions fueled well after retirement.
Let us know in the comments below what you want to keep doing when you retire.
21/05/2024
What documents do you need to submit when claiming a late estate?
• Certified copy of the death certificate
• Notice of Death in the form of a copy of the BI1663/DHA-1663
• Certified copy of a letter of executorship/letter of authority, as applicable
Contact our team at 086 012 3003 or email [email protected] for assistance.
02/09/2022
Education may not be the answer to the world's challenges but it surely is a start.
24/01/2022
We are officially in 2022 and there is no turning back. Today I want to talk about having a vision , planning and putting your goals out to the universe so you can start attracting what will make your dreams a reality. For starters, What is your plan for the year? I can safely reflect on a time post 2020 where the effects of the pandemic had made me so anxious that I developed a fear to dream. And from that experience I learnt that in the absence of a vision or goal setting, life does not stop. We continue to attract results even with no goals in place. People continue to experience breakthroughs during the same time that others are afraid to even dream. I've then figured, best to dream, believe and speak to existence positivity so as to attract results that will lead to growth and the expansion of one's vision. Today I urge to have at least one goal, then put a plan of ex*****on and lastly let your daily activities be in alignment with the goal set. Come year end we all REFLECT
05/01/2022
Starting the new year worried and over-indebted can be overwhelming. Shout out to Sheila Robey on this great insight.
https://youtu.be/YvjHAUKa6Io
03/01/2022
Shall we adopt a culture of saving this year! New year🥳New Habits
02/09/2022
05/01/2022
03/01/2022