James de Jager

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James de Jager Citizenship and Residency through investment specialist. Offering USA, Spain, Saint Kitts and Nevis, Saint Lucia, Portugal and many more.

You have investments. But do you have a plan? A retirement annuity. A share portfolio. A property. Some offshore investm...
15/10/2026

You have investments. But do you have a plan? A retirement annuity. A share portfolio. A property. Some offshore investments. Cash in the bank. Perhaps a business. Individually, they may all be good assets.

But the bigger question is whether they’re working together. A collection of investments isn’t automatically a financial plan. Good planning connects what you own today with what you want your money to do tomorrow.

For an obligation-free appointment with me, click here: https://bit.ly/HolbornFinancialReview

14/10/2026

The expat financial MOT. When did you last review your finances specifically because you live abroad?

Not an investment review. An expat review. Your pensions. Offshore investments. Currency exposure. Retirement income. Tax position. Future plans. A lot may have changed since you first moved to South Africa. Your financial plan should reflect that.

For an obligation-free appointment with me, click here: https://bit.ly/HolbornFinancialReview

Politics. The rand. Interest rates. Elections. Markets. Load shedding. Global uncertainty.There will always be a reason ...
13/10/2026

Politics. The rand. Interest rates. Elections. Markets. Load shedding. Global uncertainty.
There will always be a reason to worry about your investments.

But long-term investment decisions shouldn’t change every time the news does. A properly diversified financial plan should already allow for uncertainty. Your investment strategy should be based on your goals, not tonight’s headline.

For an obligation-free appointment with me, click here: https://bit.ly/HolbornFinancialReview

Offshore doesn’t automatically mean well structured. Having money offshore is one thing. Having offshore wealth structur...
12/10/2026

Offshore doesn’t automatically mean well structured. Having money offshore is one thing.
Having offshore wealth structured around your life in South Africa is another.

Where your assets sit, the currencies you hold, how you invest and how you plan to draw an income all need to work together. Offshore investing is not the plan. It’s part of the plan.

For an obligation-free appointment with me, click here: https://bit.ly/HolbornFinancialReview

Why Somerset West? Because world-class financial advice doesn’t have to come from London. From Somerset West, I work wit...
08/10/2026

Why Somerset West? Because world-class financial advice doesn’t have to come from London. From Somerset West, I work with people whose financial lives stretch far beyond South Africa. UK pensions. International investments. Offshore wealth. Retirement planning.

International financial needs with the benefit of a personal, local relationship. Boutique advice. International outlook. Right here in Somerset West.

For an obligation-free appointment with me, click here: https://bit.ly/HolbornFinancialReview

07/10/2026

Needs first. Wants second. One useful way to think about retirement income is to separate your spending into two groups. Needs: housing, healthcare, food and everyday living. Wants: travel, leisure, entertainment and the extras that make retirement enjoyable.

Then look at which income sources fund each.

For expats, this becomes even more useful when those income sources come from different countries and currencies. For an obligation-free appointment with me, click here: https://bit.ly/HolbornFinancialReview

Retiring doesn’t mean you stop investing. When retirement approaches, many people feel they should move everything into ...
06/10/2026

Retiring doesn’t mean you stop investing. When retirement approaches, many people feel they should move everything into “safe” investments.
But if you retire at 60, your money could still need to support you for another 25 or 30 years. That means inflation matters.

Growth matters. And how much you withdraw each year matters. The goal isn’t to remove all investment risk. It’s to find the right balance between income today and growth for tomorrow.

For an obligation-free appointment with me, click here: https://bit.ly/HolbornFinancialReview

05/10/2026

Being an expat changes the questions. “Which investment should I choose?” is rarely the first question I want to answer.

For an expat, I’d rather start with:
Where do you live?
Where are your assets?
What currencies are they held in?
Where will you retire?
Where will you spend your money?
What income will you need?
The investment comes later.

First, we need to understand the life the investment has to fund. For an obligation-free appointment with me, click here:https://bit.ly/HolbornFinancialReview

Hello, October. Three months left in the year.That’s enough time to make a difference.Review the investments you’ve been...
01/10/2026

Hello, October. Three months left in the year.

That’s enough time to make a difference.

Review the investments you’ve been meaning to check. Look at your retirement plan.
Sort out the will you keep putting off. Check whether your financial goals are still on track.

You don’t need to wait until January to make better financial decisions. October is as good a time as any to start. If you’d like to use the final few months of the year to get your finances in better shape, message me or the team.

A strong rand shouldn’t ruin your retirement. A weaker rand can make offshore income feel very attractive.But currencies...
30/09/2026

A strong rand shouldn’t ruin your retirement. A weaker rand can make offshore income feel very attractive.
But currencies move both ways.

If you live in South Africa and rely on income from assets held overseas, your retirement plan shouldn’t depend on the exchange rate always being in your favour. The goal isn’t to predict the rand or the pound.

It’s to build a plan that can cope when they move. That’s part of planning for life as an expat.

For an obligation-free appointment with me, click here: https://bit.ly/HolbornFinancialReview

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Cape Town
7700

Opening Hours

Monday 08:00 - 18:00
Tuesday 08:00 - 18:00
Wednesday 08:00 - 18:00
Thursday 08:00 - 18:00
Friday 08:00 - 18:00

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