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Quarterly Newsletter No. 1 of 2021

By 02/02/2021Apr 19th, 2021No Comments

2021 – A Year of Resilience

By the time the year 2020 drew to a close, life as we knew it before had ceased to exist. The year was dominated by the spectre of Covid-19 which turned lives, industries and entire communities upside down.

And so we enter a brave new world in 2021 – a year of resilience and fortitude which will ask of each one of us to dig deep into our character and get used to the “new normal” as nations struggle to get Covid-19 under control and regain their footing.

As your dedicated partner in financial wellness, Rockfin is here to ensure that you are covered in more ways than one.

Let’s Talk Saving Money

Rockfin is here for our clients through the good and the bad times. Our purpose is to ensure that you are adequately cared for at all times with proper financial planning. This includes helping you to make knowledgeable decisions around saving money through the restructuring of your financial portfolio, whether it be saving on life cover and/or short term insurance premiums where we are able to save on 9 out of every 10 quotes we do. Speak to us here.

We can help you save! Read the helpful articles below and talk to us.

7 Tips on Gaining Funding During Tough Times

As the world continues to mold itself to what is known as the “new normal”, the road ahead remains uncertain for many – be it businesses or individuals. Read the 7 tips from Standard Bank below on “how to improve your chances of gaining financial funding from the bank during those tough times”.

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10 Things to Consider When Choosing Gap Cover

MEDICAL schemes have a medical scheme rate, which is the maximum amount they will pay for a treatment. This rate differs depending on the medical cover you have, but it is typically a maximum of 200 percent of the scheme rate.

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Top Ten Reasons to Have a Will

Photo of people discussing a will

Having a will is arguably one of the most important things you can do for yourself and your family. Not only can a will legally protect your spouse, children, and assets, it can also spell out exactly how you would like things handled after you have passed on.

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Top 10 Investing Trends of 2021

It’s hard to imagine a more dramatic roller-coaster ride for investors than the year 2020. The Covid-19 whipsaw felt like the Great Recession and the Dot Com Bubble wrapped together and compressed into 12 months. That experience should provide a lesson for investors in 2021…

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What the Experts Predict for 2021

Making predictions is a tricky business at the best of times, but especially so after a year of upheaval. Even so, that didn’t stop people from trying their hand at reading the crystal ball. If anything, the uncertainty creates a stronger temptation for us to try to forecast the year ahead.

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The New Tax Law and Financial Emigration in Perspective

The 2020 Draft Taxation Laws Amendment Bill, published for comment at the start of August, will phase out what’s come to be known as ‘financial emigration’.

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POPIA – The Protection of Personal Information Act

As the deadline for full compliance to POPIA draws near, many businesses that gather and store personally identifiable information on individuals will start distributing information and subscription requirements.

Since we are a wealth management practice and financial services provider, Rockfin naturally also falls into that category of businesses and we passionately care about the safety and privacy of your personal information. We will be in touch with more information and definitive steps to ensure our own unreserved compliance with POPIA in the coming weeks.

Below are some articles you could read to bring you up to speed on the ins and outs of POPIA: