Geoff Dore - Financial Planner

04/03/2025

Many new faces here, so here's is a quick intro😀

Hi, my name is Geoff👋

👉 Living in the Winelands of the Cape, with my wife

👉 Raising 3 crazy fluffy family members, but love them 🐶

👉 Lover of Padel

👉 Passionate about helping people reach their financial goals

👉 Pet Peeves🤬are being inefficient and a lack of accountability

I love what I do💗 working with people, hearing their stories, transcending borders, being apart of potentially helping them change their lives... It is incredibly fulfilling and fuels the passion day in, day out.

25/10/2023

The Portugal Golden Visa continues to be the most sought-after residency program around the world, now with options to invest in a Professionally Managed Fund, you to can continue your journey towards securing EU Citizenship for yourself and your family.🌐

Exclusive Investment starting as low as €400 000 to a fund managed by Investment partners with a successful track record in Portugal.☑️

Your Golden opportunity presents:
- Start as low as €400 000
- Secured Investment managed by an Investment firm
- Attractive return of 20% upfront
- Live permanently in Portugal, even in the first 5 years
- All Schengen countries open their borders to your family
- Travel freely north of 180 countries VISA free
- Hold the world’s 5th best passport
- Capital Guarantee in year 6

📞Reach out to me 081 446 4677, we will schedule an online meeting to discuss the program and its benefits for you.

22/08/2023

Portugal have proposed that Real Estate investments will not qualify for Golden Visa, this law will come to pass by the end of September 2023.

Property Investments with global hospitality brands are still available at the low investment amount of €280 000. After the law has passed, applicants can only rely on investments into a fund starting at €500 000. Quite the monetary leap!

The Portugal Golden Visa provides an opportunity to secure EU Citizenship for you and your family after just 5 years.

Benefits include:
- Property investment in Euros with strong returns and attractive yields between 4.5%-5%
- Live, work and retire in Portugal even in the first 5 years
- Let all Schengen countries be your families’ playground
- Travel freely to 185 countries without a VISA
- Hold the worlds 4th best passport

To learn more, fill out our contact form below and we will schedule an online meeting to discuss the program. Don't miss out, while you still have time to act!

22/05/2023

Ask yourself...
- What happens to your assets when you die?
- What costs are you destined to pay?
- Is my Will set up correctly, do I even have a Will?
- How long will it take for your legacy to pass to your loved ones?
- Is there a risk that your loved ones don't inherit

To gain valuable insights on this and more... join Holborn Assets LLC on the 6th June to better plan for your demise, ensure your loved ones are looked after and your legacy is successfully passed on.

👉Register here!

Minimize taxes and maximize your legacy with Holborn’s Managing Partner of Africa - Lourens Reichert as we help you unlock the tools for successful estate planning for yourself and your loved ones. This webinar will delve into: - Expert strategies for Estate Duty planning. - Understanding the nuan...

18/04/2023

🪙URGENT ANNOUNCEMENT FOR PORTUGAL GV INVESTORS🪙

The draft wording for the legal representation of the new Golden Visa scheme has been presented to government and will come into law, no earlier than the end of May.

We will continue to apply pressure to get an extension to this, however we now have confirmation that applications will be accepted right up until the law has passed the special committee, been drafted into law and then received Presidential sign off (approximately 6 weeks of work).

Please see attached the new draft bill wording.

You now have at least 6 weeks to put in an application and we have several fully completed projects and a few remaining apartments for sale, all of which are GV eligible and ready to submit.

If you wish to continue with an application, please let me know asap so we can select an appropriate unit and submit an application for you.

05/03/2023

The Golden Visa is closing, this marks the final year to secure EU citizenship by investing in Portuguese Property.

Investments from as little as €280,000!! This could be gone very shortly.

Portugal's Golden Visa program offers the opportunity to gain Portuguese residency and live, work, and study across Europe without limitations. Additionally, with the ability to obtain European citizenship in just 5 years.

This really is a golden opportunity not to be missed:
• Low physical stay requirements over the initial 5 year period
• Low qualifying investment minimums at €280,000
• Live and work in Portugal or anywhere in the EU
• In the top 10 best passports in the world for nomads and global citizens
• Freely travel and stay in all 26 Schengen countries
• Qualify for citizenship or permanent residency after 5 years
• Establish a business in all Schengen countries
• Live or retire anywhere in the Schengen zone.

To learn more, reach out on messenger and we will schedule an online meeting to discuss the program. Don't miss out, while you still have time to act!

24/02/2023

The announcement was made at 2pm this afternoon that the Financial Action Task Force (FATF) has grey listed South Africa.

Unfortunately this has and will continue to have an impact on our standing in the international market, it will bring additional compliance to our shores, it may restrict us in some respects of where we as South Africans can invest and it will have an impact on our struggling currency, expect further depreciation. It is important that we continue to diversify your wealth, continue to build wealth outside the borders of South Africa, continue to protect your assets and preserve every cent for your loved ones.

Holborn had anticipated this outcome and thankfully our systems and processes are well prepared for any additional requirements, covering this topic in great detail last year with a number of experts

https://lnkd.in/d6-dtABm

Given these extraordinary circumstances we find ourselves in, I would like to give you the opportunity to book some time with me to better understand the grey listing, what it means for you and how we can position your current and future investment strategies to best combat this unfortunate yet unavoidable outcome.

Please click on the link and select a day and time - https://lnkd.in/dihK2puD

Imagine for a second, in a world of freedom and choice, that your choice of where and how you build wealth is restricted?With the recent news of South Africa...

14/02/2023

Stop scrolling and read below!

This may mark the final year for you and your family to obtain European citizenship through the Portugal Golden Visa program.

Golden Visa offers residency to you and your family with the lowest stay requirements of an effective 7 days per year, additionally obtain European citizenship in as little as 5 years opening up visa free travel to over 180 countries, the ability to live, work and retire in any Schengen country.

The Yellow Tulip, an exclusive hotel property in the Algarve is available and qualifies for the Golden Visa at the low investment amount of €280 000.
• Hotel resort set in Alvor, thriving with beaches, estuaries and beauty
• Full title deed to the property
• Upfront costs covered by the developer
• Guaranteed buy back when citizenship is obtained
• Attractive upfront yields and return on your property investment
• 2 weeks free use per year

Once the program closes, no individual will be in a position to obtain European Citizenship with such low minimum stay requirements, take action and secure your families future as EU Citizens today.

13/02/2023

All good things must come to an end⛔
⬇️⬇️⬇️⬇️⬇️⬇️
https://lnkd.in/ehiuacYx

Thursday will see the Council of Ministers approve significant changes OR the termination of the Portugal Golden Visa Program (dont worry, not immediately...), citing PM Costa's earlier comments that the program had served its purpose...

Our purpose is to protect our families and plan effectively for their futures, the Golden Visa provides a gateway for families to evantually live, work and retire in any Schengen country, travel freely amongst over 180 countries, benefit from world-class healthcare.

In my view, if the program is terminated, it will be the last time one can obtain EU citizenship with such low physical stay requirements and the proverbial Plan B will need some serious rethinking.

Book yourself in for a no obligation consultation to find out if you qualify and start the journey to EU citizenship today before the opportunity passes by - https://lnkd.in/eNKNAZF8

30/01/2023

The power of a book...📖 I am not referring to the bible, or a gripping Stephen King novel or the latest teenage drama story with some inclusion of vampires🧛

I am referring to a Passport🗺️

How a little book can determine so much for a person - where they live, how freely they travel, access to education, access to healthcare, creation of business opportunities, where they are taxed, the list goes on...

Every year, wealthy individuals apply for and are granted residency and citizenship to second countries. Countries offering better retirement prospects, safer lifestyle, better education and healthcare, opens doors to other parts of the word for travel, business and making a permanent home.. you can see the appeal!

I provide access to a range of programs, Portugal being the most sought after by some margin...

If you, like me, have a Passport book that does not open these doors and you have been considering your options, reach out and let us look at why this may be the best investment you ever make for you and your family.

📞081 446 4677