South African retirement fund guidelines are changing – how will this affect you?
by Cláudia Mendes | Mar 26, 2021
Draft amendments to Regulation 28 from Treasury show a focus on infrastructure investment. In this article we cleave through the misinformatio...
Read moreMoving to Portugal? Don’t stop your planning process
by Cláudia Mendes | Mar 9, 2021
South Africans looking to emigrate to Portugal don’t have to put their plans on hold during the pandemic. In fact, there are important parts o...
Read moreYour financial planner should be your wealth coach
by Cláudia Mendes | Mar 8, 2021
We live in an age where anyone with an internet connection can become an investor and financial advice can be delivered by an algorithm-driven...
Read moreThe tax benefits of retiring in Portugal in 2021
by Cláudia Mendes | Jan 7, 2021
Portugal is safe, sunny and sociable, but there are also great financial benefits for foreigners looking to retire in the European hub.
Read moreOlder South Africans are taking their wealth and pensions offshore
by Staff Writer | Jul 12, 2020
In the current precarious economic climate, South African residents over age 55, who invested in retirement annuities (RAs), preservation fund...
Read moreMoving to Portugal: Advice from other South Africans
by Cláudia Mendes | Jun 9, 2020
Portugal has become a popular destination for South Africans looking to emigrate thanks to its excellent climate, stable economy and safe soci...
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