Tag: FinancialStrategy

This year has been marked by significant geopolitical instability. As the conflict in the Middle East continues, South African importers face pressure from three sides. Fuel costs are rising. Supply chains are disrupted. In addition, the Rand, already one of the world’s most volatile emerging market currencies, now carries a war premium on every international transaction.

Most financial conversations start the same way: what is your income, how much can you save and what income will you need in retirement? These questions create a solid foundation for clients building wealth. However, for the truly wealthy, the conversation must evolve beyond income to the architecture of their balance sheet. That is where wealth architecture planning begins and where advisers can create lasting value.