While sticking to a budget can be difficult and challenging, by setting realistic goals, following the right steps, adopting the right mindset and approaching your budget with discipline and consistency, you will be on the way to building the financial life you have always envisioned.
7 Tips for Sticking to a Budget Read More »
Budgeting is the first step in helping you manage your expenses and reaching your career, life and financial goals, while building wealth for you and your family. Take that first step, create a budget. You’ll never look back.
You Need a Budget! Read More »
Finance Minister, Tito Mboweni, announced the #specialbudget2020 this week. Here is a quick summary…
#SpecialBudget2020 Read More »
Last year ended up being one of the most disappointing years for investments for the entire world, not just South Africa. This quarterly market review summarises 2018 and the impact on retirement funds.
Tough Year for Retirement Funds Read More »
The Fund’s investment strategy is to invest according to a Life Stage model, whereby members are invested in a “Growth Portfolio” and then, as they approach retirement, they are switched
The Life Stage Model and its Rationale Read More »
2017 was a great year for investments and our clients’ investment portfolios delivered returns between 11.93% and 15.3%, thanks to strong growth in the second half of the year.
Volatile markets are no cause for concern Read More »
Dis-Chem have appointed Optimate Financial Solutions as their official advisors on employee benefits.
Dis-Chem entrusts Optimate with their employee benefits Read More »
