Ascor Independent Wealth Managers.

For high net worth individuals, retirement is rarely about whether you can afford to stop working. More often, it is about how to transition from wealth accumulation to sustainable income while preserving flexibility, lifestyle, and peace of mind. Retirement is not a single event, but a strategic shift that can last 30 years or more. The following five considerations are essential to address before making that transition.

Read more here https://ascor.co.za/why-wealth-alone-is-not-a-retirement-plan-part-1/

The Ultimate Guide to Retirement in South Africa

Changing jobs or career changes can be an exciting step forward, but they are also one of the most important moments to pause and review your financial plan. When leaving an employer, you are usually exiting a group retirement fund and group risk benefits such as life cover, disability cover or income protection. Understanding your retirement fund options, planning before resignation, and paying your future self first can make a meaningful difference to your long-term financial wellbeing.

Read more here https://ascor.co.za/changing-jobs-how-to-prepare-financially-for-your-next-career-move/

The Ultimate Guide to Retirement in South Africa

For South African investors, understanding the forces at play is essential, because the ripple effects of global inflation have a direct and often immediate impact on local portfolios as well as consumer spending.

The Ultimate Guide to Retirement in South Africa

Read more here https://ascor.co.za/global-inflation-trends-and-what-they-mean-for-south-african-investors/

Tonight on Ryk van Niekerk - RSG Geldsake
Friday, 8 May | Just after 18:20

Interview with Wouter Fourie, CFP®
CEO of Ascor Independent Wealth Managers
Co-author of The Ultimate Guide to Retirement in South Africa

Ascor Independent Wealth Managers is the FPI Professional Practice of the Year 2025/2026.

Moneyweb

Rising living costs have many homeowners rethinking their bond rates. Explore whether fixing your home loan or staying variable makes sense in today’s economy.

The Ultimate Guide to Retirement in South Africa
https://ascor.co.za/how-the-cost-of-living-is-forcing-homeowners-to-rethink-their-bond-rates/

Let’s be honest: grocery shopping in 2026 can feel a bit like a trust exercise with the universe. You walk in for “just a few things” and walk out wondering if you accidentally bought a small appliance.

Read more here https://ascor.co.za/smart-grocery-shopping-hacks-during-high-inflation-increasing-fuel-prices/

The Ultimate Guide to Retirement in South Africa

In many successful South African families, wealth is strong, but resilience is weaker than it looks.
The family may have multiple properties, investments, trusts, offshore accounts, a thriving business, and carefully selected insurance. On paper, everything appears in order. Yet behind the scenes, there is often a single point of failure: one person holds the map.

Read more here https://ascor.co.za/the-spouse-questions-every-wealthy-family-should-ask/

The Ultimate Guide to Retirement in South Africa

Dané - Wishing you continued success and growth on your special day.

Relief for medical expenses is no longer straightforward. The formulas applied by SARS often deliver less relief than taxpayers expect, especially for those under 65 without disability related needs. Nonetheless, when correctly calculated and properly documented, medical tax credits can still provide meaningful relief. A disciplined approach to record keeping and a sound understanding of the SARS formulas helps taxpayers avoid leaving legitimate tax savings unclaimed.

The Ultimate Guide to Retirement in South Africa
Read more here https://ascor.co.za/diagnosing-your-deductions/

A Celebration!

Happy 21st birthday Ascor®

May this milestone mark the beginning of an incredible era of success, growth, and expansion.

Reaching 21 years in business is a testament to the power of teamwork, dedication, and innovation.
To each of you who are part of the Ascor team, congratulations and thank you for your hard work and commitment!

Wouter and Martin, a huge congratulations on this milestone and your success, determination, resilience, and leadership!

You guys are true leaders and inspirations. Keep shining and inspiring others to reach new heights!