Julian Adshade
Wealth Adviser
Julian grew up in South Africa and the UK and previously worked in wealth management for some of South Africa’s largest banks.
He holds several financial planning qualifications including a postgraduate diploma in financial planning from Stellenbosch University. He is a Certified Financial Planner® and a member of the Financial Planning Institute of South Africa. He is also a member of the Chartered Insurance Institute in the UK.
Julian specialises in advising South Africans on internationalising their wealth, South African’s relocating to the UK and on the odd occasion South Africans returning from abroad.
Outside of work, he enjoys spending time with his wife and two children or up a mountain on his mountain bike or attempting to play golf.
Moving back to SA? 8 things to know
Every expat has their own reasons for heading home, but one thing they all have in common is wanting to know the financial implications of the...
View article
Returning to South Africa? Financial tips for expats movi...
If you are a Saffa thinking of coming home, it is important to make sure you have your financial affairs in order. Here’s how.
View article
Retirement funds – what to do when emigrating?
Retirement funds offer obvious tax benefits while you’re tax resident in South Africa. However, once you decide to leave, the situation become...
View article
South Africa’s two-pot retirement system explained
South African pension fund members will be able to access a portion of their retirement funds from 1 September 2024 when the new two-pot retir...
View article
10 attributes of great financial advisers
Financial advisers play a crucial role in helping individuals and businesses navigate the complex world of finance. While there are many finan...
View article
Retirement planning: How to prepare financially for a str...
After years of hard work, you want to be able to enjoy your retirement without worrying about money. Here are a few tips from private wealth m...
View article