My Financial Planning Solutions
At MyPlan, we provide a variety of financial planning services. Our area of expertise consists of the following financial planning solutions:
- Employee Benefit Solutions
- Estate and Trust Solutions
- Investment Solutions
- Medical Aid Solutions
- Retirement Planning Solutions
- Risk Planning Solutions
- Short Term Insurance Solutions
- Tax Planning Solutions
After the Downgrades – Old Mutual Investment Note
Since the official announcement of South-Africa's ratings downgrade to junk status, many theories; concerns and questions have been raised with regards to what this means for the average citizen and our local economy as a [...]
16 Medical Scheme Terms And What They Mean
S If you’re joining a medical scheme for the first time and you’re trying to understand the terminology, you will be forgiven for thinking that you’ve landed on another planet. Some of the [...]
Estate Planning Checklist
When you read through the following points think about them in the scenario where you have just had a major stroke or from your loved-one’s perspective one week after you have died. If you feel [...]
Trusts – friend or foe?
The 2017/8 budget speech and the concomitant amendments to the Income Tax Act contained a series of unpleasant changes for the law abiding South African taxpayer. It ranged from fiscal drag to the introduction of [...]
Commentary on Brexit
Institutional investors to remain focused on the long term The decision of the British public to support an exit from the European Union has come as a surprise to the markets. Right up until the [...]
Cash shortfalls when you die?
Cash shortfalls in deceased estates Cash shortfalls are to blame for most of the delays in the administration of deceased estates. Understanding how cash shortfalls arise will help you understand the issues at play [...]