“Financial planning is an ongoing process that you need to go through with a certified financial planner,” Ruark Pepler. A financial review should be done at the very least, once a year. In this video, Ruark Pepler shares some of our review processes to help you understand the scope of this valuable practice. Have your financial...
“As far as possible, try to use a qualified, certified financial planner (CFP) who is independent who will work for you as a client,” Ruark Pepler. The financial planning industry is filled with confusing jargon, products, processes and role-players! Choosing the right people to help you look after your financial planning is essential to your...
“The process of getting money from South Africa to an outside location offshore,” Ruark Pepler. There are two main ways to invest money offshore: the first is via discretionary allowance and the second is through a tax clearance. Machrie has a long and established history with helping our clients move money offshore in ways that...
“The purpose of diversification is to reduce your overall risk,” Ruark Pepler. It’s well known that it’s unwise to put all our eggs into one basket, and when it comes to investing, diversification is how we do that! To put all our savings into one investment vehicle or a money market account means that our...