OUR CLIENTS

Our clients are South African individuals, families and companies who are trying to provide for their financial wellbeing. They are searching for clarity and peace of mind, trying to make sound financial decisions whilst navigating the many challenges in a country which is steeped in uncertainty.

The current climate of uncertainty fosters distrust and emotional decision making. This is where we come in to assist our clientele, helping them to find answers and solutions to the following questions.

Question
Will I have enough money saved for retirement in a country with no social benefit structure?
Question
How do we know how much capital is required to provide for our retirement? Where are we at now? Can we fix it in time?
Question
What effect will tax have on the income we require at retirement?
Question
How do I calculate how many years my pension will last me?
Question
Are we aware of potential threats to our retirement savings? For example stock market corrections, stock market crashes, currency depreciation, low economic growth and political interference ie. prescription of assets.
Question
Are my spouse and I disciplined and knowledgeable enough to make correct financial decisions without the help of qualified professionals?
Question
Would I be better off transferring my savings offshore?
Question
What process do I follow to begin investing offshore?
Question
Do I know what the effective annual cost of my investments are?
Question
Do I even know what that means?
Question
Am I aware that retirement investments under insurance companies that promise paybacks and boosters that can cost up to as much as 16% in year one and on average 6,64 over the first five years?
Question
Do I fully understand the difference between active and passively managed investments like index funds and ETFs and each respective approach’s inherent risks?

If you need help answering any of these questions,

please contact Rob Taylor for assistance.

More money has been lost trying to anticipate and protect from corrections than actually in them.

- Peter Lynch