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ADVISORS FROM

Efficient Wealth

Ernst van Biljon CFP^®

Efficient Wealth

Garden Route Johannesburg National Pretoria

SHOW SPECIALITIES

Investment Life and Disability Assurance Offshore investment Personal and Business Risk Planning Retirement planning Wealth Management

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LATEST VIEWS FROM

Efficient Wealth

Tax-smart with retirement annuities: Excess contributions calculation

16 September 2024 / By Ernst van Biljon

Exploring how disallowed contributions can be an important tool in retirement planning.

Interest rates and tax on fixed-return products – 6.8% may outperform 12%

9 August 2024 / By Ernst van Biljon

It is important to understand a few basic principles and the tax implications when investing in interest-bearing investments.

Efficient retirement: Four things to know and understand

12 July 2024 / By Ernst van Biljon

Investors who are approaching retirement may not be sure what to look out for to guarantee the best possible, personalised retirement plan.

Is there a way to protect investment income from market volatility?

18 August 2022

A look at which approach investors can use to weather the market-volatility storm.

Why the fees for expert financial advice?

29 July 2022

The adage 'you get what you pay for' comes to mind.

2022 budget: The pressure is on!

25 February 2022

How Dawie Roodt's insights can help you turn budget challenges into opportunities.

The year 2022: What employers should know

25 January 2022

Safeguarding employees’ retirement savings and considering the best risk benefits.

How new legislation affects your retirement

17 November 2021

Although the default regulations placed extra obligations on trustees, they have also led to many innovative and low-cost products that trustees could make available to their members.