Balance, Wellbeing and Legacy – Your most valuable Investments
News & Highlights

An on-off Relationship of Trust
TrustsSouth Africans have had a love-hate relationship with Trusts for the longest time. We love the protection it provides against the wrath of a spouse, the greed of SARS and the persecution of creditors. But we hate the costs and admin associated with it, the loss of control and erosion of the tax benefits we enjoyed in the recent past.

Financial Advisors – are we playing well with others?
Financial AdvisorsFinancial advisors mostly take the lead on the client engagement in the financial services industry and are therefore at the very forefront of the client experience. They determine whether a client is experiencing a single-minded sale or an emotionally intelligent service.

Buying the Island Dream
Property InvestmentBungy jumping is fun and scary at the same time. Some people would simply ignore any notion of risk and just go for it. Then you have those who will ponder the idea and watch the others do it...

The Elusive Financial Plan – A Reality Check
Financial PlanningOh my word, I need to write an article on the theory of the financial planning process and describe a step by step process to achieve financial nirvana.
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Office : +27 12 534 5035
Email: info@wealthsuccession.co.za
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474 Lynnwood Road,
Lynnwood, Pretoria, 0081
Monday – Friday: 9am to 4pm
NEWS & HIGHLIGHTS
- Closing the Year with Purpose: Wealth Beyond Money 9th December 2025
- The Hidden Engine of Wealth Preservation 18th November 2025
- Planning for the Unexpected 15th October 2025
- Well-planned risk coverage is a well-protected legacy 11th September 2025
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