The Coronation Preservation Fund enables those who want to preserve the value of a retirement fund with a platform to grow their money further. The Coronation Preservation Fund can provide more value for clients, and clients can grow their money instead of having it saved. Inflation will be something that an investor will not worry[…]
Coronation endowment plan review 2022
The Coronation endowment plan benefits investors by giving them a plan that provides tax savings and an investment opportunity. Investors can grow their money in the Coronation endowment plan as soon as they deposit it. Money invested can be invested into one or more of the Coronation unit trusts. Unit trusts include those that have[…]
Coronation tax-free savings account review 2022
The Coronation tax-free savings account provides a savings account that comes with tax benefits. The Coronation tax-free savings account gives account holders the opportunity to earn interest without having to pay any form of taxation. Taxes such as income tax, dividend tax, and capital gains tax won’t be levied on the savings account. The account[…]
Coronation living annuity review 2022
A living annuity from Coronation ensures income at retirement which members can outlive if investment in the plan is closely managed. The Coronation living annuity pays income at retirement according to the investor’s specifications. Withdrawals on the plan can be done either monthly, quarterly, biannually, or yearly. Withdrawals come with some restrictions that are there[…]
Allan Gray endowment review 2022
For those who pay more than 30% of their income in taxes, an endowment is an excellent investment option. The Allan Gray endowment assists investors in increasing their wealth while lowering their taxable income. This is due to the fact that a contribution to an endowment reduces taxable income by excluding contributions. Anyone with a[…]
Sanlam reality program review 2022
The Sanlam Reality program rewards and empowers its members by providing them with information and perks that help them enhance their financial well-being and, in certain cases, their overall quality of life. Members can save money on wellness, travel, and entertainment through the program. Members also save money on premiums on some Sanlam products. Individuals[…]
PSG wealth retirement annuity review 2022
Retirement planning is essential, and one way to do it while still working is to invest in a retirement annuity. A platform that can be utilized to make such savings is the PSG wealth retirement annuity. The platform allows you to save money on a monthly, quarterly, biannually, yearly, or a one-time basis. A PSG[…]
Sanlam Credit Life cover review 2022
Credit life insurance has become one of the most essential types of insurance in the world. With Sanlam’s addition of credit life insurance to its personal product line, it has become evident that credit life insurance is a product to be reckoned with. The Sanlam credit life cover protects the policyholder and his or her[…]
Sanlam Disability Cover Review 2022
Sanlam provides disability insurance, which pays out if the life insured is rendered permanently disabled and unable to work. Sanlam Disability Cover will pay the life insured a lump sum payout equal to the amount covered by the insurance policy. Sanlam Disability Cover also covers temporary disability, and a payout is provided if a policyholder[…]
Allan Gray retirement annuity review 2022
Those under the age of retirement can invest and earn interest on their savings with the Allan Gray retirement annuity. The investor maintains the savings platform, and he or she has the option of investing in unit trusts operated by Allan Gray. When it comes to unit trusts, there are four to pick from. Tax[…]
