Category - Latest News


To Buy Or Not to Buy?

By Donovan Meyer  (Property Executive – FinServe Property) Property? That is the question that is currently on everyone’s mind, considering that we are in a property cycle referred to as a buyers’ market in industry terms. The answer is ………. Yes, buy now or regret later. Property prices have stabilised and even normalised to a more realistic level. …


The Value Of Advice

By Lylanie Berg (Key Individual & Compliance Officer – FinServe Wealth Management) The Importance Behind Having A Financial Adviser. Most people think the reasons for having a financial adviser is to secure your wealth or meet your investment goals. This is actually inaccurate. Financial advisors provide so much wider services to individuals companies and trusts than …


A Stepp in The Right Direction

By Lylanie Berg (Key Individual & Compliance Officer – FinServe Wealth Management) A Stepp In The Right Direction It is with great excitement that we would like to announce an additional service offering to our esteemed clients. After a thorough consultative process, we have decided to form an alliance with Stepp, an established Short-Term …



By Enrico Cupido (Managing Director – FinServe BEE Verification) To BBBEE or not to BBBEE, that is the question! This has been the question since the Broad-Based Black Economic Empowerment Act (Act 53 of 2003) was promulgated. The Act has received mixed responses and has led to many debates about its place in the …


Mandela Day 2019

By Chezelle Johannes (HR – FinServe Group) MANDELA DAY 2019 – Share the Love FinServe will be taking part in another initiate, by supporting a #HappyNappyDrivehosted by St Joseph’s Home for Chronically Ill Children, for this Mandela Day. We will be going to St Joseph’s Home, on the 22nd July 2019, to Deliver all Nappies collected from the FinServe …


FinServe Is Looking To The Future

By Clinton Forlee (Managing Director – FinServe Property) We are nearly halfway through 2019. It is so incredible how time has flown. The elections are done, our president has delivered the State of the Nation Address, and soon many will be making plans for the end of the year holidays. What is clear about …


Do We Get Your Vote?

  By Clinton Forlee  (Managing Director – FinServe Property) Do We Get Your Vote? The South African Property Market has been in a slump. No doubt about it. Within the property industry, the general experience has been that of properties, either For Sale or To Let, staying on the market for much longer periods than before. …


Money Market Fund

By Almo Lubowski (Director – FinServe Investments) When to use a Money Market Fund? With more recent equity market fluctuations and uncertainty, money market unit trust funds have become synonymous with safe, secure and reliable investments, but there are other risks to consider and therefore it must be carefully considered under what circumstances should you …


COIDA – Health & Safety

By Selina Thompson (Personal Tax & Payroll Manager – FinServe Accounting) SAFETY FIRST – ARE YOU COMPLIANT? The Compensation for Occupation Injuries and Diseases Act (COIDA) deadline for Return of Earnings Submission is 31 May 2019. COIDA – Health and Safety is a crucial part of any business.  No matter what type of business you …


April Special – Estate Planning

By Ilhaam Foster (FinServe Legal & Trust │ Senior Trust & Will Administrator) What is a Will without a Plan? –  April Special At FinServe, we strongly believe in education (all be it in an unorthodox manner). Knowledge is the equivalent to wealth itself, and to lay a firm foundation based on sound information and advice, is …

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