Ivan Rogers

15/10/2026

🚨 One of the biggest retirement mistakes South Africans make? 🚨

They assume they’ll have enough.

Most people spend years building a career, paying off a home, and supporting their family. Yet very few know exactly how much income their retirement savings will provide one day.

Here’s a scary statistic:

Many retirees discover too late that their savings will only replace 30%–50% of their working income.

The result?
❌ Delaying retirement
❌ Becoming financially dependent on family
❌ Drastically reducing their lifestyle

The good news is that small changes today can make a massive difference over the next 10, 20 or 30 years.

Ask yourself:
✔️ Do I know what income my retirement savings will provide?
✔️ Am I contributing enough?
✔️ Am I using the most tax-efficient investment strategy?

If you’re unsure, it might be time for a retirement health check.

Send me a message with the word “RETIRE” and I’ll show you where you stand.
079 761 1645
[email protected]

14/10/2026

South Africa is heading in the right direction for its first credit-rating upgrade by Moody’s Ratings since 2009, provided the country’s fiscal performance continues to improve.

11/10/2026

With midterm elections approaching and interest rates rising, markets are more jittery. It's a great time to find income.

08/10/2026

💼 Is your estate heading for a massive tax bill?

Many successful individuals spend years building their wealth — only to have up to 20% or more lost to Estate Duty Tax when they pass away.

The good news? There are strategic structures and investment options that can drastically reduce this tax burden and ensure your legacy goes where it’s meant to — your family.

We’ve helped many clients protect their estates and pass on more of their hard-earned wealth.
If you’d like to explore smart estate-duty solutions, let’s have a chat.

📩 Book a confidential discussion today.
079 761 1645
www.ivanrogers.co.za

06/10/2026

Here are five important finance and investing stories in South Africa and globally on Tuesday, 6 October 2026.

04/10/2026

💸 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

01/10/2026

One of the greatest gifts you can leave future generations is financial security.

Building wealth responsibly today creates opportunities for your family tomorrow.

Start building a legacy that lasts with an Efficient Wealth advisor: www.efw.co.za

29/09/2026

Let me help you to make the right decisions or your financial future.

Ivan Rogers:
079 761 1645
[email protected]

27/09/2026

Hopefully a bit of good news...

SARS has announced an overhaul of its diesel refund system, which is expected to bring relief to South African farmers in the face of rising fuel prices.

24/09/2026

The Prime Rate increased. Here is how it will affect you.