Ivan Rogers

Ivan Rogers Independent financial planning practise with Efficient wealth. Specialising in Investments and Business Financial Planning for SMEs and Individuals.

📝 Why a Will & Estate Plan Isn’t OptionalDying without a valid Will in South Africa means the law decides who gets what ...
01/09/2026

📝 Why a Will & Estate Plan Isn’t Optional

Dying without a valid Will in South Africa means the law decides who gets what — not you.
This can:
• Delay the transfer of assets for months (or years)
• Create family disputes that permanently damage relationships
• Result in unnecessary estate costs that eat away at your legacy
One of the biggest hidden costs? Executor’s fees — up to 3.5% + VAT of your estate value. Without planning, your loved ones might have to sell assets just to cover these fees.

✅ The solution: A professionally drafted Will and estate plan that protects your family, reduces costs, and ensures your wishes are carried out.

📩 Message me to make sure your legacy is protected.

Ivan Rogers:
079 761 1645
[email protected]

Don't let it happen to you.
27/08/2026

Don't let it happen to you.

A secure retirement isn't a gimme for the middle-class. The reason? They can't afford to save.

‼Attention: Yaht Crew‼Make sure you know how to use your money well and save with a purpose. You work so hard for your m...
26/08/2026

‼Attention: Yaht Crew‼

Make sure you know how to use your money well and save with a purpose. You work so hard for your money... it's only fair that the money work harder for you afterwards. It can really kickstart your life.

I can assist with wise investments, saving, easy money transfers and tax plans.

Book a free online session with me today.
Ivan Rogers:
079 761 1645
[email protected]

25/08/2026

Dawie Roodt would overhaul South Africa’s tax regime to make it simpler, strip all loopholes and deductions from personal income tax, elminate zero-rated VAT items, and liberalise exchange controls.

20/08/2026

The 2026 calendar says August. The April 2027 tax-filing deadline isn't exactly looming large. But the tax-planning calendar says start now.

19/08/2026

Economist Dawie Roodt argued that, for the South African economy to grow, the state must end destructive policies such as BEE and expropriation without compensation.

💸 Why Keeping Too Much Cash in Your Bank Account Might Be Riskier Than You ThinkMany people feel safer keeping their mon...
16/08/2026

💸 Why Keeping Too Much Cash in Your Bank Account Might Be Riskier Than You Think

Many people feel safer keeping their money sitting in a personal bank account. But if you’re keeping large amounts of cash in your savings or cheque account, you might be unknowingly putting your wealth at risk — and missing out on better opportunities.

Here’s why:

🔒 Security risk: In South Africa, hijackings, scams, and even hostage situations can result in criminals accessing your accounts via your banking app or card. It’s easier than most people think.

📉 Low growth: Most bank accounts offer little to no interest. This means your money isn’t even keeping up with inflation — it’s losing value every year.

💰 Better options exist: Investing your money into an accessible, structured investment account can keep it safer, help it grow, and still allow you to access it when needed. These platforms are harder to compromise, and better suited for long-term wealth.

✅ Want to know what your options are? Let’s chat about how to protect your capital and start growing it securely.

📩 DM me or reach out via [email protected]
🌐 www.ivanrogers.co.za

13/08/2026

Economist Dawie Roodt urged taxpayers to "throw the book" at SARS and minimise their tax burdens within the confines of the law.

11/08/2026

Efficient Group chief economist Dawie Roodt said a tax revolt in South Africa is already happening through aggressive tax planning, capital flight, and skilled emigration.

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