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At Wealth Associates we take great care in providing our clients with regular, interesting and valuable insights, thereby empowering them with the knowledge they require to fully understand their journey to wealth. Our advisors, wealth managers and investment specialists regularly share articles, provide commentary and contribute to the media – read, listen and watch their insights here.
SA taxpayers gain new flexibility amid SARS revenue shortfall
South African taxpayers now have a unique opportunity to better manage their tax obligations as SARS faces a R22,3 billion revenue shortfall. Learn how this
Investing takeaways from 2024
It’s been a challenging, surprising, unpredictable year. Are there things investors could have done differently? MoneyMarketing asked three industry experts about their experiences in 2024.
South Africa’s shocking savings rate
South Africa is facing a retirement crisis, with 94% of the population not able to retire comfortably, and many people finding out too late that
Bad news for people earning more than R15,000 per month in South Africa
South Africans are beginning to see glimmers of improvement in their financial circumstances, but for middle-class and wealthy individuals, the strain remains. This is the
8 signs you should skip buying a property in South Africa
Real estate has long been considered a cornerstone of financial stability, with many viewing it as one of the safest investment options. The South African
How rich South Africans are protecting their money
In 2024, wealthy South Africans are employing a range of strategies to safeguard and grow their wealth, especially after the past couple of years’ unstable
This is how much money you will lose by withdrawing from your retirement savings
Making early withdrawals from your retirement savings can have significant long-term consequences, potentially reducing the future value of your retirement by up to six times
More growth opportunities for IFAs from Carmel Wealth
Carmel Wealth, an investment holding company specialising in wealth and risk management, has announced the completion of three new agreements with independent financial advisers (IFAs)