ALLAN GRAY FEATURE– Are you making the most out of your tax-free investments?

Loading player...
GUEST – Mthobisi Mthimkhulu, Direct Clients manager at Allan Gray

As long-term investors, we often say that there is no such thing as a free lunch: Performance is seldom delivered in a straight line, get-rich-quick schemes usually end in disappointment, and building long-term wealth takes time.

This means that long-term investors must exercise patience, have conviction in their investment strategies, and apply a consistent approach in order to meet their investment objectives. This is also true of tax-free investment (TFI) products: The real benefits are derived over longer periods of time. Mthobisi Mthimkhulu, Direct Clients manager at Allan Gray, joins Kaya Biz to discuss tax-free investment accounts and how to maximise the benefits they offer.
27 Jun 2023 English South Africa Investing · Investing

Other recent episodes

Building wealth through life's unexpected twists and turns

Life rarely goes according to plan, and your finances are no exception. From unexpected setbacks to shifting priorities and volatile markets, staying on course requires more than good intentions. Allan Gray's Gladness Rupare joins Gugulethu Mfuphi to discuss why a durable investment strategy, starting early, investing consistently and staying disciplined…
21 Jul 8 min

Master Your Tax Season: Avoid Mistakes, Fix Errors, File Right

Allan Gray's Meagan Fraser guides listeners through the first week of tax season — from auto‑assessments and pre‑populated errors to missing documents and two‑pot withdrawals. A practical, proactive roadmap to filing accurately and avoiding costly delays.
7 Jul 15 min

Small Decisions, Big Retirement Outcomes

Allan Gray’s Siyasanga Mlozana explains why long‑term retirement success hinges not only on contributions but also on behavioural choices — starting early, staying invested, resisting early withdrawals, and preserving savings when changing jobs. A practical guide to building a stronger financial future.
23 Jun 13 min

Why “This Time Is Different” Is Every Investor’s Trap

Periods of global tension and rapid technological change often trigger emotional investing. Allan Gray’s Nomi Bodlani explores why discomfort leads to poor decisions, how to stay disciplined, and what history teaches about long‑term investing during volatile cycles.
9 Jun 13 min

These habits could change the way you invest

This week on Kaya Biz, Allan Gray’s head of Direct and Private Clients, Nomi Bodlani, discusses the habits that set successful investors apart. She’ll cover a range of topics, from having a clear plan and maintaining patience to managing emotions and blocking out short-term noise.
31 Mar 12 min