Berglund, Van Aarde & Mojela Associates

Berglund, Van Aarde & Mojela Associates Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Berglund, Van Aarde & Mojela Associates, Financial planner, 163 Pine Street Arcadia, Pretoria.

We are a focused and service-dedicated small practice of two financial advisers (tied representatives of Liberty Life) and a few staff who are committed to giving our clients the best
service and advice.

Secure your future by boosting your retirement fund contributions! By investing more now, you're not just saving for ret...
25/04/2024

Secure your future by boosting your retirement fund contributions! By investing more now, you're not just saving for retirement; you're investing in peace of mind. Take charge of your financial future and enjoy the benefits of a comfortable retirement. The more you contribute, the quicker you will start seeing the magic of compound interest.

https://bit.ly/4afNqoj

For the average individual, investments are really complicated and can be terrifying. So many graphs and tables and char...
23/04/2024

For the average individual, investments are really complicated and can be terrifying. So many graphs and tables and charts, and so many big words!

Hedging and tracking, indices, and benchmarks, active versus passive… the list is endless. That’s one of the main reasons that a retirement fund is so fantastic.

All the investment jargon becomes the problem of the experts that are hired by the fund to handle things. All you need to do is make your contribution each month and leave your savings to grow. But wait – there are more reasons to rate your fund as the best way to save!

Learn more here: https://bit.ly/4afNqoj

Planning for the long term allows for the accumulation of wealth over time, ensuring financial security during retiremen...
18/04/2024

Planning for the long term allows for the accumulation of wealth over time, ensuring financial security during retirement or unexpected circumstances. Moreover, it enables individuals to weather economic uncertainties and market fluctuations with a sense of preparedness. Prioritise your long-term financial planning by contacting us https://bit.ly/3xi3RBU

As life and your personal circumstances change, so should your financial plans. Always stay in control by adapting to ch...
16/04/2024

As life and your personal circumstances change, so should your financial plans. Always stay in control by adapting to changes and getting sound advice for important moments.
If no-one is taking the time to do this for you, it’s time for one of our expert financial advisers to assist. It will be time well spent.

Long-term financial planning offers a roadmap to securing financial stability and achieving future goals. By setting cle...
11/04/2024

Long-term financial planning offers a roadmap to securing financial stability and achieving future goals. By setting clear objectives, creating a budget, and establishing savings and investment strategies, individuals can build a solid foundation for their financial well-being.
Have you started building your roadmap to secure your financial stability yet?

Start your week on a financially savvy note! Here's a quick tip: Automate your savings to watch your money grow effortle...
09/04/2024

Start your week on a financially savvy note! Here's a quick tip: Automate your savings to watch your money grow effortlessly. Explore financial savings options with us today.

https://bit.ly/3xi3RBU

Diversification is key to a resilient investment portfolio. Why, may you ask? It is the cornerstone of a resilient inves...
05/04/2024

Diversification is key to a resilient investment portfolio.

Why, may you ask?

It is the cornerstone of a resilient investment portfolio as it helps spread risk across various assets, reducing the impact of volatility in any single investment. By allocating funds across different asset classes such as stocks, bonds, real estate, and commodities, investors can potentially minimise losses during market downturns. Diversification not only safeguards against the periodic underperformance of individual investments but also offers the opportunity to benefit from the growth of multiple sectors.

Let's talk about spreading risks and maximising returns. Contact us for more information: https://bit.ly/3xi3RBU

The implementation of the two-pot system is contingent upon the finalisation of the Pension Funds Amendment Bill, which ...
28/03/2024

The implementation of the two-pot system is contingent upon the finalisation of the Pension Funds Amendment Bill, which was published on 30 January 2024. This bill provides for amendments to the Pension Funds Act that are essential for retirement funds to appropriately implement the required changes for the new system, particularly concerning taxation.

If this sounds foreign to you, we’re here to help.

Whether you're planning for retirement, trying to understand the proposed two-pot system, saving for a down payment, or navigating complex financial matters, we have the expertise to guide you every step of the way. https://bit.ly/46qnQvp

What are the necessary steps and timelines for the implementation of the two-pot system and related amendments to the Pe...
26/03/2024

What are the necessary steps and timelines for the implementation of the two-pot system and related amendments to the Pension Funds Act?

The necessary steps and timelines for the implementation of the two-pot system and related amendments to the Pension Funds Act are accessible by clicking the link below.
https://bit.ly/49TJTv5

The two-pot system ensures that we strike a balance between preserving contributions to safeguard a better retirement fo...
21/03/2024

The two-pot system ensures that we strike a balance between preserving contributions to safeguard a better retirement for members, while addressing the plight of the people to access some of their retirement funds to help ease their financial burdens in times of distress.

Ready to take control of your financial future and learn more about the two-pot system? Contact us today to schedule a consultation. We look forward to working with you and helping you achieve your financial goals.
https://bit.ly/3uQcmTM

A budget is telling your money where to go instead ofwondering where it went. Need help with your budgeting? Our compreh...
19/03/2024

A budget is telling your money where to go instead of
wondering where it went.
Need help with your budgeting? Our comprehensive financial planning services encompass all aspects of your financial life. From setting financial goals to creating a personalised plan, we'll help you make informed decisions and achieve your aspirations.

What is the impact of the National Budget on taxes for alcohol and ni****ne products?The National Budget introduces an i...
14/03/2024

What is the impact of the National Budget on taxes for alcohol and ni****ne products?

The National Budget introduces an increase in duties for alcohol and ni****ne products. Specifically, there will be an increase in taxes for various products, such as beer, fortified wine, spirits (whiskey, brandy), ci******es, ci**rs, and electronic ci******es/vaping solutions. For example, the increase in duty for a can of beer (340ml) is 14c, a bottle of fortified wine (750ml) is 47c, and a pack of 20 ci******es will have an additional tax of 97c. These changes in taxes for alcohol and ni****ne products are part of the government's revenue-raising measures outlined in the National Budget.
https://bit.ly/49TJTv5

Address

163 Pine Street Arcadia
Pretoria
0083

Opening Hours

Monday 08:00 - 16:00
Tuesday 08:00 - 16:00
Wednesday 08:00 - 16:00
Thursday 08:00 - 16:00
Friday 08:00 - 13:30

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