About You
We look after the financial affairs of a small number of individuals, families and businesses. We have been trusted for more than 25 years to help our clients achieve peace of mind by advising them on the creation, implementation, execution and review of their customised financial plans. Please click here to read more.
About us
Wealth Preservation Strategies is an independent firm which looks after the financial affairs of a small number of individuals, families and businesses. We have been trusted for more than 25-years to help our clients achieve peace of mind by advising them on the creation, implementation, execution and review their customized financial plans.
Services
We help individuals and families to create, implement, execute and review financial plans which are appropriate for their unique circumstances. Whist we offer comprehensive financial planning advice, we also offer pre- and post-retirement planning, investment planning and management, estate planning and administration, fiduciary planning as well as risk planning for appropriate insurances.
Insights
Here are some links to articles and other items which include correspondences to our clients. Feel free to browse these articles and, if you find something which resonates with you, please feel free to get in touch with us. To see our Newsletter and more articles, please click here.
What if Results Turn Out Better Than Expected in Retirement?
Retirement planning is usually about making sure you have enough money to last. You build a nest egg, work out how much you can safely withdraw, and try to protect your income against the uncertainties of markets, inflation and longevity. But what happens when things go better than planned, and your portfolio grows rather than shrinks? Then it’s time to push the fears aside and seize the day…
Estate Planning is Much More Than Just a Will
According to a new study, South African families are largely underprepared for the administrative implications of the death of a loved one. The results are deeply concerning. In this article, we look at what goes into estate planning, why it matters, and how to make sure you are prepared.
Back to Budgeting Basics: Spend Less on What Matters Less
Mention the word “budget” and enthusiasm tends to go up in a puff of smoke. The B word suggests fewer dinners out, cheaper holidays and the uncomfortable business of working out where last month’s money went. Budgeting is usually presented as an exercise in cutting back. But used properly, a budget can reveal how much is going towards things we barely value anymore … Often at the expense of things we would much rather be doing.
Let us contact you
Thank you for taking the time to learn a bit about us. Please tell us how we can help you by either calling us on the number at the top right of this page or send us a message below and we will get in touch with you.