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Financial plannning does matter

Investing money in a tax-efficient manner is an essential boost to your overall investment performance. This entails the correct use of tax wrappers, tax reliefs and the avoidance of tax "errors".

The financial planning process ensures that the trade-off between flexibility and tax efficiency is managed within your personal framework of financial goals and limits. The process also ensures that the risk/return trade-off is appropriate for you and is managed on an ongoing basis, as your personal situation changes over time. 

This element of the investment process is often overlooked and can have a detrimental effect on your overall portfolio performance. Determining current and future cash flows are crucial if you are to maximise your investment return, reinforcing the crucial importance of a well drafted financial plan.

Contact our wealth team

South Africa

Regent Square
Doncaster Road
Kenilworth 7708
Cape Town
t: +27 (0) 21 657 2120

United Kingdom

Castlewood House
77/91 New Oxford Street
t: +44 (0) 20 7759 7514


Suite 8.06
9 Yarra Street
South Yarra
Melbourne VIC 3141
t: +613 (0) 86 514 500

Hong Kong

Level 1102
The Lee Gardens
33 Hysan Avenue
Causeway Bay, Hong Kong
t: +852 3959 8681

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