6 Years and counting!
Origin Financial is 6 years old this year! To celebrate, we held our very own bake-off in our offices. Our staff members were divided into teams and each team had to decorate one cake. At the end of the bake-off, we had 10 delicious and equally as decorative cakes to judge. We weren’t too […]
Tax Year-end 2017 and your Retirement Annuities
Tax Year-end 2017 and your Retirement Annuities Financial year ending 28 February 2017 is at our doorstep. Should you consider to start a Retirement Annuity (RA), increase your contributions or to make use of the tax concession for the current tax year, we urge you to act before the end of the tax year (28 […]
Allan Gray – How to save for a comfortable retirement
Wanita Isaacs – 31 March 2016 How much is enough to save for a comfortable retirement? Wanita Isaacs unpacks the concepts of ‘enough’ and ‘comfortable’ in the context of this distant, unpredictable goal. Rules of thumb for a comfortable versus sustainable retirement income Behavioural scientists explain that we base most of our actions on mental […]
Planning at Retirement
The Origin team ensures that the income needs of clients are thoroughly addressed; taking into consideration the capital accumulated over the years. Advice is structured using living annuities, life annuities or interest income profiles.
Managed Portfolios
We believe in leveraging the expertise of fund managers and the power of model portfolios to actively manage your investment according to your risk profile, the term of investment and your specific goals. This ensures the ultimate return on investment within the most appropriate cost structures.
Stock Portfolios
A variety of shares and other stocks in both local and international markets are made available to you through Origin. Advice from experts on managed share portfolios is delivered according to the specific needs of our clients.
Tax-Free Savings Products
A variety of tax-free saving-products are offered with the unique benefit of no tax levies (hidden or otherwise) within the product. Tax-free savings are often used in the instance where maximum premium deductions on retirement funds had already been reached.
Die Gevare Van Mede-Eienaarskap (refer Sanlam Trust)
DIE GEVARE VAN MEDE-EIENAARSKAP Artikel geskryf deur Clive Hill, Regsadviseur, Sanlam Trust Baie sakepersone staan in besigheidsvennootskappe en is op hoogte van hulle regte en verpligtinge teenoor hulle vennote. Almal is egter nie vertroud met die regte en verpligtinge wat uit die mede-eienaarskap van ʼn bate voortspruit nie, soos deur ʼn onlangse hofsaak gedemonstreer word.¹ […]
Distracted driver behaviour
Distracted driver behaviour impacts accidents worldwide Article taken from InsuranceGateway Road crashes are the single greatest annual cause of death nationwide. According to the Association for Safe International Road Travel, road traffic injuries predicted to become the fifth leading cause of death by 2030. According to Lizette Erasmus, Head of Insurance Services at IntegriSure, most […]
‘New’ breed of robbers target SA
‘New’ breed of robbers target SA – security expert JeVanne Gibbs for The Citizen They are dressed smartly, drive luxury vehicles and are driven by greed. This is the “new” type of sophisticated and organised armed robbers currently targeting Gauteng, the Western Cape and KwaZulu-Natal. These robbers were said to be part of a broader […]