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.
Two Pots: What Should You Do with Your Retirement Fund if You Change Jobs?
According to the US Bureau of Labor Statistics, the average person stays in a job less than four years. Most people will switch employers multiple times. This might mean you have more opportunities to boost your salary and career prospects, but it also means you’re triggering many decisions about what to do with your retirement savings. Let’s look at how the “two-pot” retirement system has changed resignation rules for fund members, and break down your options when moving to a new job.
Market Update: What the US Bond Sell-Off Means for South African Investors
US Treasury yields hit their highest levels since 2007 in August, highlighting that investors are losing their patience with the US’s mounting government debt exposure and failure to bring inflation down to its target.
Usually, the US’s woes become South Africa’s. But remarkably, domestic assets haven’t been caught up in the sell-off so far. The attractive carry trade is holding up the bond market and strengthening the rand. The question is how long the good times can last.
Private Credit Is Having a Moment
Private credit is booming. But what does it mean for you and me? Once associated with high-risk lending, private credit has evolved into a sophisticated, institutionalised market filling gaps left by traditional banks. Understanding why it’s growing, and who’s driving the demand, offers a useful window into how global markets are changing, even if you never invest in private credit yourself…
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.