We are pleased with the first quarter return. However, we remain far from being satisfied and are working harder than ever to maintain our momentum, while also protecting ourselves from the irrational exuberance currently seen …
Recent Articles April 13, 2021 We are pleased with the first quarter return. However, we… Global Quarterly Portfolio Update April 13, 2021 Helfin Daily Indicators April 13, 2021 Recent Articles April 13, 2021 We are …
What is Financial Planning? Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a home, saving for your child’s education or planning …
March 2, 2021 March 2, 2021 March 2, 2021 March 2, 2021 March… South Africa’s Retirement Crisis March 2, 2021 March 2, 2021 7 habits of financially healthy retirees March… 7 habits of financially healthy …
RA’s Frequently Asked Questions You can stop contributing to a unit trust RA at any time, without any fees or penalties. It’s officially retirement annuity (RA) season, when investors are encouraged to make use of …
Helfin’s view on prescribed assets ANC economic policy head Enoch Godongwana made headlines in August last year when he said the party is investigating the use of prescribed assets for pension funds to avoid getting …
Stokvels vs Trusts June 2020 Helfin Private Wealth (Pty) Ltd Stokvels Summary Savings group of twelve or more individuals who come together to pool their finances for the benefit of the group The members contribute …
What is the difference between Approved & Unapproved Cover Group risk benefits include life insurance, disability or severe illness cover and funeral benefits and these policies only pay-out in the event you pass away, or …
February 2020 Company and Trust registration in Mauritius: Different Business entities in Mauritius: The Mauritius Global Business Company (GBC): GBC can be setup with: A minimum capital of $1 One shareholder Two directors, who both …
Repatriation of offshore funds Repatriation of offshore funds needs to be considered from both a tax and exchange control perspective. In practice, however, it is also a psychological predicament for South African residents, given the …
