Month: August 2017

Share this! Grandparent’s funds: A tax- and cost-efficient strategy By Martin de Kock (CFP®)   Question: I have an ailing grandparent (80 years old) with R20 million in total cash in a money market fund. They require a small monthly income (R5 000) and would like their beneficiaries to inherit directly at their death, which…

Your easy guide to offshore investing By Wouter Fourie is a certified financial planner (CFP®) and a director of Ascor® Independent Wealth Managers.   Why invest offshore?  South Africa represents less than 1% of the world economy and restricting yourself to local investments means you will lose the opportunity available to invest in some of…

  Hoe om ‘n betroubare finansiële raadgewer te kies Ingé Lamprecht gesles met Wouter Fourie (CFP®) op Rsg Moneyweb   Ingé Lamprecht gesels met Wouter Fourie (CFP®) oor goeie eienskappe van ‘n finansiële beplanner. ‘n Finansiële beplanner se kwalifikasie, ondervinding, raadseksamen en etiese gedrag is baie belangrik. Hulle gesles ook oor die Fpi (Financial planning…

Expert Warn Against Common Pitfalls When Drawing Up a Last Will and Testament Martin De Kock (CFP®), Director and Financial Planner at Ascor® Independent Wealth Managers  One of the places where you do not want to make a mistake in your life is in your last will and testament. That is because you will not…

Are you getting proper advice about living annuities? Wouter Fourie (CFP®), Director of Ascor® Independent Wealth Managers and FPI Financial Planner of the year 2015/16 (Published in Personal Finance, 1 August 2017)   There’s nothing like an economic slump to make you question your retirement investments and, often, the competence of your financial adviser or…