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08/29/2017

Grandparent’s funds: A tax- and cost-efficient strategy

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

08/22/2017

Your easy guide to offshore investing

Share this!  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

08/14/2017

Hoe om ‘n betroubare finansiële raadgewer te kies

Share this!  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

08/03/2017

Common Pitfalls When Drawing Up a Last Will and Testament

Share this! 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

08/01/2017

Are you getting proper advice about living annuities

Share this! 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