Ingram discussed financial planning issues small investors need to consider after Budget 2017.
Some investments have become more attractive while others have become less so.
Listen to the interview in the audio below (and/or scroll down for quotes from it).
If you’re close to the limit [R1.5 million/year]; ask your company to give you extra leave days in exchange for a bit less money.— Warren Ingram, Galileo Capital Financial Advisor
Take advantage of the increase in allowable contributions to a Tax Free Savings Account.— Warren Ingram, Galileo Capital Financial Advisor
Investing in a trust is very unattractive.— Warren Ingram, Galileo Capital Financial Advisor
[Supersaver] Julia took full advantage of her provident fund.— Warren Ingram, Galileo Capital Financial Advisor
Do your full contribution to a retirement fund. After that contribute to a Tax Free Savings Account.— Warren Ingram, Galileo Capital Financial Advisor
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