Process & Benefits of Planning

It’s important to make sure you are comfortable that your financial planner has taken the time to understand your needs, goals and preferences before they make any recommendations.

Planning Stages in Life

A financial plan is the comprehensive evaluation of an investor’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans.

Repatriation of offshore funds

Repatriation of offshore funds needs to be considered from both a tax and exchange control perspective. In practice, however, it is also a psychological predicament for South African residents, given the cartwheeling nature of the Rand, coupled with economic and political uncertainty.

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