Category: Blog

Your forecast for the current economic environment? Sunny with a chance of uncertainty. It’s almost election time. Macroeconomic analysts are prophesying scary outcomes, political parties are snapping at each other in the headlines and the rand is doing a nervous jig that’s unlikely to abate until well into May. What do you need to get you through these unpleasant temporary side effects for your finances? Our answer may surprise you. What you need is not a […]

WellsFaber has been around long enough to advise many of our clients through several family seasons already. Although we currently live in a culture of instant gratification, seasons remind us that there is a time for everything and our experience fortifies this understanding. Thinking about your family’s long-term, seasonal financial health is vital to ensuring your children’s and future generations’ success, as well as the healthy retirement of your parents and yourself. Each and every family […]

At WellsFaber, we want you to thrive. Our team are passionate about providing personalised financial advice and helping you thrive, regardless of your aspirations or circumstances. Your aspirations are not only important, but they’re also crucial to what will bring you joy, fulfilment and building a legacy that will survive you. Managing your financial wellness is not likely to be one of your aspirations, but it’s important if you want to thrive – that’s why you […]

Personal Income Tax (PIT) season is often a nightmare rush of catch-up, trying to capture and find invoices, mileage and other expenses! Now that we’re approaching March, start good habits that will make your next tax return that much easier and more rewarding in terms of returns. You’ll be grateful you did… Why everyone hates tax so much Imagine yourself digging through a haystack to find a specific needle ten times in a row… that’s most […]

All offshore who are going offshore… Beginning to invest offshore is increasingly looking good for worried South Africans amidst geopolitical turmoil. Depending on your risk appetite investment expectations, it can work for you and need not be an overwhelming or intimidating experience. Here’s what you need to know: Professional help is essential Everyone can invest offshore, it’s not only for the Oppenheimers… That being said, you cannot go it alone. Every country has its own nuanced […]

For decades retirement savings have formed the foundation of a financial plan, and for good reason – but did you know that retirement savings can not only help finance your older years, they can save you money on tax right now? It’s a common mistake, but many people forget to declare contributions to their retirement annuity (RA) in their tax return. The SA Revenue Service (SARS) allows tax deductions for contributions to your RA, a pension […]

It’s Valentine’s Day this month, a holiday that doesn’t get much love for the way it costs plenty of sensible people a lot of foolish spending. This Valentine’s, why not take a more financially prudent stance? First things first: have the important talks as a coupleThe number of couples who get engaged or take their relationship to the next level around Valentine’s Day is significant… and it’s worth noting that those who talk about money beforehand […]