by Julie Codrington | Protection
Importance of Insurance – real life example! Insurance is a crucial component of financial planning, providing a safety net for individuals and businesses against unforeseen events that can lead to significant financial losses. 🌬️ REAL LIFE EXAMPLE OF WHY THAT...
by Julie Codrington | Personal Finance, Taxes
Importance of a will A will is a legal document that outlines a person’s wishes regarding the distribution of their assets and the care of dependents after their passing. Secondly, a will allows individuals to designate guardians for their minor children. This...
by Julie Codrington | Investing, Personal Finance
What is an ETF Per Investopedia: An exchange-traded fund (ETF) is a type of pooled investment security that operates much like a mutual fund (unit trust in SA). Typically, ETFs will track a particular index, sector, commodity, or other assets, but unlike mutual funds,...
by Julie Codrington | Business Finance, Employee Taxes, Personal Finance, Taxes
Tax Calculator Got a new job or a side hussle or a salary increase and don’t know how to work out your tax – well here is a starting point. Taxes are calculated on an annual basis over the period 01 March – 28 Feb. This is the tax year for humans in...
by Julie Codrington | Business Finance, Company Secretarial
PIS Score Unpacked PIS Score – Public Interest Score. The score the company has which decides what kind of financials are required. If you are a company in South Africa you need to comply with the Company’s Act of 2008. Which means you need to have...
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