Robert Clarence - Specialist Financial Planner

What a great way to celebrate a career milestone and Top 10 Financial Planning Award hosted by Old Mutual South Africa ... 15 years of service dedicated to our clients ,through the good and bad , we have always stayed committed 🏆

Celebrating the provincial Top 10 Advisor award hosted by Old Mutual AFD. A brilliant evening to reflect on hard work and dedication to our clients. Thank you all for another year of commitment at doing great things!

Some VAT relief. No increase for now.

https://www.moneyweb.co.za/in-depth/budget/godongwana-caves-vat-hike-canned/?fbclid=IwY2xjawJ2oBdleHRuA2FlbQIxMQABHlBlPkoDqV5sgOlmlJ6111KjFmUHmCSU4oXjx_aW4awxC3meJQ0dQgcJ4RKv_aem_Ka9kNRshQY21m_DC42z4BQ

With another year drawing to a close, it is important to ensure your planning is on track and ready for 2025 ! Book your appointment for December on our app or below:

Another year drawing to an end....make sure you are on track for 2024 and book your appointment early!

https://www.facebook.com/100031454186933/posts/1062147744843688/?mibextid=Nif5oz

Why a year-end portfolio review with your financial advisor is essential Before the real festivities of the season begin, there’s one more appointment you need to squeeze in, says Wendy Myers of PSG Wealth.

Haven't downloaded our app yet ? Simply scan the QR code below and stay in touch online 🏆👇🏽

We are here to guide you through the process!

https://www.wantedonline.co.za/art-design/2023-07-17-native-estate-planning-is-key-for-smooth-transfer-of-wealth-to-your-heirs/?fbclid=IwAR0n6oTyD90h8Ql8ndfvsjkGDC7sBBJv7s1rYukJCzW2OZpYDR7EBuudng0_aem_AX926jSHpf4eLxBzffgPLcGZxIviQ0AzKt_8i9IVi8mVkK0h-sM4mjRiTccYzpP0_4qw7RVtnyzkl30gNHhP0Uzh

Estate planning is key for smooth transfer of wealth to your heirs SPONSORED | Consider these five factors when drawing up your estate plan, says Sanlam Private Wealth

Have you downloaded our App ? Another easy way to get in touch...

Rob Clarence Specialist Financial Planner

To our clients and all South Africans... Happy Freedom Day 🇿🇦

We were proud sponsors recently for a CHAMPION polo cross team 🇿🇦🏆 Well done to all involved, what a successful event.