Skip to content
Mark Williams

Mark Williams

Financial Advisor

Menu

  • Home
  • Meet the team
  • About Us
  • Investment Philosophy
  • Money Matters Blog

retirement

The estate planning benefit of retirement funds

The estate planning benefit of retirement funds

Retirement Funds are well understood for the income tax benefit in that contributions to retirement funds are tax deductible based on 27.5% of a person’s taxable income, capped on R 350 000 per annum.  Often overlooked is the estate planning benefit

mw@dmin January 23, 2020January 23, 2020 Retirement, Tax Read more

Retirement is a ticking bomb

Retirement is a ticking bomb

I fear the average South African is facing a ticking time bomb iro underfunded retirement as we continue to kick the proverbial can down the road until we are forced to deal with the reality of the situation and then

mw@dmin July 18, 2019July 18, 2019 Estate Planning, Retirement Read more

What does money really mean to you?

What does money really mean to you?

Establishing if you have enough for retirement is a fairly simple exercise of determining how much income you need to fund your lifestyle and then calculating how much capital is required to provide for this income using an assumed rate

mw@dmin August 16, 2018August 16, 2018 Retirement Read more

A more sustainable provision for retirement

A more sustainable provision for retirement

Living Annuities are currently under the spotlight and likely to be blamed for poor retirement outcomes.  However, this is like blaming traffic fatalities on the invention of the motor vehicle. Taking a step back living annuities have all but replaced

mw@dmin June 8, 2018June 8, 2018 Investment Strategies, Retirement Read more

Rational investors sit it out

Rational investors sit it out

For this week’s article I am going to ask you to pretend you are living in a make-believe world, which shouldn’t be too hard, just follow our supreme leaders example by living in denial until you believe your own lies;

mw@dmin November 23, 2017November 23, 2017 Investment Risk, Investment Strategies, Investor Behaviour, Retirement Read more

Plan for, but don’t live for tomorrow

Plan for, but don’t live for tomorrow

Many of my clients have recently approached me to determine if they have enough capital to retire with.  I think the reason for this is the fantastic growth we have witnessed from investments and properties over the past decade, which

mw@dmin October 8, 2015October 27, 2016 Retirement Read more

You’ve got enough

You’ve got enough

The American financial planning industry is currently running a campaign to promote retirement savings.  In typical US fashion it’s all about ‘hitting the number”, having enough capital in order to retire.   I was reminded by a new client the other

mw@dmin July 10, 2014October 27, 2016 Retirement Read more

MAP:

Offices:

Unit 3B – Tre Mondi Park
2 Niblick Way
Somerset West

Tel: 021 205 1133

 

 

 

 

We are a Registered Financial Services Provider:

Reg. No. 10049

Please send us an email

We'd value the opportunity to chat about your specific needs

Email us
Copyright © 2021 Mark Williams. Powered by WordPress. Theme: Spacious by ThemeGrill.