MCKL Financial Specialists

18/03/2026

Keep ahead of global Insurance & Investment market trends with our quaterly newsletter.

18/03/2026

Like many of us, you may not have had much luck with keeping your New Year's resolutions in the past, but the start of each year affords us the opportunity to turn over a new leaf. So, 2026 is again an ideal time to take stock of what's truly important in your life and put plans in place to achieve and track them! Let close the first quarter of 2026 on a high note!

04/11/2024

- Keep ahead of global Insurance & Investment market trends with our monthly newsletter.

02/04/2024

April 2024 - Newsletter Morgan Roodt

14/03/2024

Our March Newsletter

08/01/2024

Recognized annually in January, “Financial Wellness Month” reminds us to think about and pay attention to our financial well-being. The timing is perfect to acknowledge financial wellness because the holiday season tends to increase spending, New Year’s resolutions are staring back at us, and in regards to planning a budget, now is the time to do it in order to help plan for the future. Your financial well-being might be easier that you thought. Make contact today! Morgan Roodt

16/03/2023

We can draft your new will, or update your existing will to make sure it’s structured correctly.

23/02/2023

A retirement annuity (RA) is a one-person pension plan. RAs are the main savings vehicle for self-employed people to accumulate funds for retirement in a tax-efficient way. They are also popular as a top-up plan for salaried employees who belong to pension or provident funds, to close the income gap at retirement.

Many people know that contributions to an RA are tax-deductible up to a certain maximum, but few realise that an RA may actually provide them with an opportunity to save tax in various different ways:
Contributions are tax-deductible up to a specified maximum (eg if you fall within the 45% maximum marginal tax rate, SARS is sponsoring almost half of your contribution towards retirement).

If you are employed, your employer can pay your contributions on your behalf, tax-deductible up to a certain limit: currently up to 27.5% of the higher of taxable income or remuneration, up to a limit of R350 000 per year.

Let us assist you today!

06/02/2023

Like many of us, you may not have had much luck with keeping your New Year's resolutions in the past, but the start of each year affords us the opportunity to turn over a new leaf. So, 2023 is again an ideal time to take stock of what's truly important in your life and put plans in place to achieve and track them!

05/01/2023

We can help! Start your 2023 savings early.

Check your recent emojis and tell us what your goals are for 2023 👇

09/12/2020

Note that our office will be closed from 14 December till 11 January 2021.
Morgan Roodt