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One can hardly believe that we are midway through 2023 and with that comes July which is National Savings Month!

Many people are revising their financial situation and budgets to see where they can make savings for the remainder of the year. Continued loadshedding, inflation, increasing interest rates and the value of the rand are affecting our daily lives in some way, therefore it is important to take the time to review, assess and evaluate what exactly may be needed in your financial situation, going forward.

One way of surviving rising prices is cutting out or cutting down unnecessary costs and fees.

Here are 2 ways of cutting costs or fees:

1. Cut the Brew
According to the Daily Maverick, your daily cappuccino from your favourite coffee shop costs around R35. That’s R1,050 per month on frothy milk.
A extra R1050 contribution towards your tax free savings account, retirement annuity or emergency fund can go along way. Makes one think, doesn't it!

2. Review your financial adviser and portfolio management fees
No matter which financial adviser or portfolio manager you use, you'll be charged fees.
If you have more than one account and portfolio with more than one adviser, all these monthly charges can add up quickly. It makes sense to stick with one adviser for all your accounts instead, and even more sense to pick a financial services provider that consolidates your accounts into 1 platform, operated with 1 login and shows all your wealth, based on your needs and requirements.

Claim your FREE fee review now.

What we need and what we will do:

1- Send us your latest portfolio statement
2- We will analyse and review
3- Save you fees where we can