by adminfwc | Jul 3, 2026 | Financial Planning, Investment, Offshore, Retirement
No. 261 – Pay your future self first when you’re earning well Question My daughter will be working out of France on a boat and will be earning a lot of money. Her intention is to come back to South Africa in about five years. What should she do with this...
by adminfwc | Feb 2, 2026 | Estate Planning, Financial Planning, Investment, Offshore
No. 238 – Considering offshore investment amid rand and JSE performance Question The rand has improved against the US dollar over the past year. Is this a good time to move money offshore? Answer This is a really relevant question. The Rand / Dollar exchange...
by adminfwc | Aug 13, 2025 | Financial Planning, Investment, Offshore, Tax
No. 217 – Expats, beware these property ownership pitfalls Question We are South Africans working abroad with all our savings in our offshore bank. As we sold our property when we left SA and no longer own a house, we are thinking of buying a property in Europe...
by adminfwc | Mar 3, 2025 | Financial Planning, Investment, Offshore, Tax, Uncategorized
196 – Don’t have all your eggs in one overseas basket Question The new land expropriation law has been giving me sleepless nights. A friend of mine suggested that I should do as he has done and move all my investments into an overseas bank. Should I do so?...
by adminfwc | Mar 3, 2025 | Financial Planning, Investment, Offshore, Tax
195 – Essential questions to ask when you see your financial adviser Question I left university ten years ago and have been managing my own investments. After reading your column, I am concerned that this may not have been the wisest move and that my finances...
by adminfwc | Jan 31, 2025 | Financial Planning, Investment, Offshore, Retirement
191 – To beat inflation, retirees need a mix of safe and volatile portfolios Question I recently turned 65 and besides my pension, I have R3m invested in various funds, some of which are overseas. When does one start moving money into totally safe funds like...
