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Ok. Got itWhether it is lifestyle rewards, banking, protecting, structuring or growing wealth, we are here to provide advice.
We’re here to help and guide you and connect you to all the ways to make your wealth count.
Whether it is lifestyle rewards, banking, protecting, structuring or growing wealth, we are here to provide advice.
Thank you for entrusting us to play a part in helping you bank and borrow better, protect, structure and grow your wealth.
At the end of a busy, fruitful year, we would like to thank you for being our valued client. While market changes, political, economic and environmental challenges will continue to influence our money decisions, our plans and our future, our wealth management professionals are here to help guide you on your financial journey. A host of product, fiduciary, tax, and technical experts support them to provide additional expertise.
The first article in this edition of our newsletter is all about the latest tax changes that may affect you.
While these proposed changes have not been signed into law yet, they are unlikely to change. Most of the proposed tax changes contained in these bills link to the tax proposals announced in the 2022 Budget. Click here to read more about these tax proposals. Our advisors and fiduciary experts pay close attention to developments in industry regulations and changes in legislation. We work closely as a team to keep you updated and ensure that your wealth is structured and protected appropriately for your unique needs.
It is the season of giving, which is why we are delighted to share our latest Giving Report V.
With our philanthropy advice, we strive to give individuals, foundations, families, companies and NPOs ideal ways to structure their giving and finances to have the most sustainable and effective impact. We are proud of our philanthropy successes and will continue to contribute to the hope and future of South Africa.
Many of you may have travel plans over the festive season, but if you want to take a trip in January, you’re in luck!
Don’t miss out on the preferential travel deals we offer Nedbank Private Wealth cardholders. As a Nedbank Private Wealth client, we offer you accommodation specials and discount packages. It will also you save you a whole lot of admin, because our concierge service will take care of the bookings and details for you.
While enjoying the festive season, think about the importance of planning for the future.
Other than enabling lifestyle rewards and benefits for pleasures like travelling, shopping and all the things that make you feel good, remember that a stress-free retirement starts with proper retirement planning. Watch our webinar when you have a moment to be in the know. We’re here to help you plan.
Stay safe and enjoy the time with your loved ones.
We wish you a happy festive season and look forward to continue connecting you with all the ways to manage your wealth in 2023.