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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.
Morningstar Market Update – June 2024
Listen to a podcast by Debra Slabber, Director and Portfolio Specialist at Morningstar Investment Management South Africa, as she unpacks the latest in local and
Tax return warning for anyone earning more than R500,000
Not submitting a tax return to the South African Revenue Services (SARS) is a criminal offence, and the taxman will be quick to remind anyone
Keep your savings pot invested
Retirement fund members will have access to a part of their retirement fund benefits in case of emergencies or financial hardship when the two-pot system
Two-pot system: Five things you need to know
The savings pot will be accessible at any time to a fund member with only one withdrawal permitted in a tax year. While experts continue
Kick in the teeth for interest rate cuts in South Africa
South Africans may have to wait longer for interest rate cuts, with the South African Reserve Bank (SARB) likely to follow moves in the USA.
Kathryn van Dongen – Business Leader Profile (Money Marketing, May 2024)
How did you get involved in the financial world – was it something you always wanted to do? I’ve always aspired to leading an exceptional
Industry leader Kathryn van Dongen joins Carmel Wealth (April 2024)
18 April 2024: Carmel Wealth has recently hired ex-PortfolioMetrix SA MD, Kathryn van Dongen, a qualified Chartered Accountant and well-known figure in the financial services
Blending security and flexibility for retirement
Retirement marks a major milestone filled with both emotional and financial considerations. One crucial decision people face at retirement is choosing an annuity. When you