Financial Growth | Investments

Tax-free savings

What is tax-free savings?

A tax-free savings account is an investment vehicle that allows individuals to save and invest without paying tax on the returns generated, such as interest, dividends, or capital gains. The contributions are not tax-deductible, with the key benefit being that any income earned within the account is completely exempt from tax, both during the accumulation phase and when funds are withdrawn.

Book AN appointment

Our financial advisors are here to help you select the right investments tailored to your unique goals and risk tolerance. We partner with reputable fund managers and leading financial institutions to ensure your investments are safe, secure, and aligned with your financial goals. Whether you need guidance on withdrawing funds or adjusting your contributions, we’re always available to provide the support you need to stay on track and are legally required to meet with you at least once a year to review your portfolio, ensuring it stays aligned with your objectives.

Sheldon M. Botes

Financial Advisor at Fable Wealth (Pty) Ltd.

Qualifications

Bcomm (Economics)
University of KwaZulu-Natal

Bcomm Hons (Management)
Independent Institute of Education

PGD Financial Planning
University of the Free State

RE1 & RE5
Regulatory Exam

Contact details

Phone:
+27 33 940 2253

Email:
sheldon@smbfinance.co.za