Valued Clients
Serving individuals of established wealth and those seeking necessary solutions in today’s dynamic world.
Through detailed planning and a systematic approach, clients are empowered to successfully address aspects of their financial and investment journey, as exemplified below
The following 6 crucial questions hold the key to safeguarding your investments, ensuring their sustainability, and propelling you toward your long-term objectives; overlooking these inquiries could potentially expose your investments to avoidable risks, jeopardizing the very outcomes you aspire to achieve.
The possible market, tax and management costs associated with neglecting these important factors, and the substantial influence they can have on your financial well-being, are highlighted below for your consideration.
LOST TO FEES
RETURN*
FEE
LOST TO FEES
RETURN*
FEE
LOST TO FEES
RETURN*
FEE
LOST TO FEES
RETURN*
FEE
LOST TO FEES
RETURN*
FEE
LOST TO FEES
RETURN*
FEE
Assumption:
Accumulation in real terms of investment contributions of R1000 per month increasing by 6%pa totalling R 1587 144 after 40 years at a yield of CPI plus 5%.
Source – National Treasury, Charges in Southern African Retirement Funds July 2013