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The Wealth Perspective - First Quarter 2020

09 April 2020

The Wealth Perspective - First Quarter 2020

Welcome to the latest edition of the Wealth Perspective

In this edition of The Wealth Perspective, Chief Investment Officer Adriaan Pask explains how gaining financial freedom is a marathon, not a sprint, and illustrates how small changes can significantly impact your investment journey. Head of Sales Nirdev Desai highlights the importance of partnering with a financial planner to achieve your goals. Legal Specialist Madelein Marais focuses on the importance of estate planning in safeguarding the financial future of your dependants, while Jan van der Merwe, Head of Actuarial and Product unpacks the various products that can help you reach your investment objectives. Lastly, Legal Specialist Marguerite Marais shares some important considerations to secure financial freedom in your retirement.

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Welcome to the latest edition of the Wealth Perspective

Etienne de Waal

Current market conditions have many investors concerned about their investments. However, like the dot-com bubble or the 2008 Global Financial Crisis, the market does recover. And it will serve investors well not to make investment decisions based on emotions but rather to remember that financial freedom can be realised with a long-term investment strategy.

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A word from our CIO

Adriaan Pask

Four tips to fuel your marathon to financial freedom

Even the smallest enhancements can lead to significant improvements. If it looks and feels as if you’ve reached a “financial fitness” plateau, we have four easy-to-follow tips on how to “shave seconds off your running time” and reach your ultimate financial freedom goals.

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Industry views

Nirdev Desai

Asking the right questions is key

Why is it important for clients to get the right information and have the right expectations on their journey to financial freedom?

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Estate matters

Madelein Marais

Planning a legacy of financial freedom for your beneficiaries

Will your legacy include providing financial freedom for your loved ones? With a well-informed estate plan, you can help secure your family’s long-term financial future. The wealth you are creating throughout your lifetime can then be transferred to your beneficiaries without any unintended consequences or complications.

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Quarterly insight

Jan Van Der Merwe

The financial freedom toolkit: financial products and a financial plan

Achieving and maintaining financial freedom is a process and an ongoing journey of discipline. There are unfortunately no shortcuts, but fortunately you are not alone in understanding and getting the right products to support you on this journey. In this article we provide you with a toolkit for your journey to financial freedom, which essentially consists of getting financial advice and choosing the right products.

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Employee Benefits Insight

Marguerite Marais

Will you be financially free after retirement?

The sooner you start unpacking what financial freedom after retirement means to you, the sooner you can determine what your financial goals should be in saving towards retirement.

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Recommended Articles

Industry views

Quarterly insight

A word from our CIO

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