Mark McAllister - The Expat IFA in Africa

Mark McAllister - The Expat IFA in Africa Are your investments the best for South Africans after being abroad? Are you paying too much in Tax or paying for cover that won't work?

Thinking about moving back to South Africa? Get financially fit before you make the move. 🇿🇦Returning home can be exciti...
17/09/2026

Thinking about moving back to South Africa? Get financially fit before you make the move. 🇿🇦

Returning home can be exciting, but there’s a lot more to plan than flights, furniture and where you’re going to live.

What happens to your UK pension?
How will your tax position change?
How much will you really need to live comfortably in South Africa?
What’s the best way to move your money?
And what should you know before buying a home?

In this webinar, we unpack the financial side of relocating or returning to South Africa and some of the key decisions worth making before you move.

If South Africa is part of your next chapter, this is a useful place to start.

Watch the webinar here: https://youtu.be/uCts4nIgT7k

And if you’d like to talk through your own plans, message our team.

Your UK adviser may know your pension. Do they know your life in South Africa?There is nothing wrong with having financi...
16/09/2026

Your UK adviser may know your pension. Do they know your life in South Africa?
There is nothing wrong with having financial advice in the UK.
But when you live in South Africa, your financial life has changed.

You spend differently. You deal with another currency. Your tax position may have changed. Your retirement goals may have changed too.

That’s why expat financial planning needs to start with where you live now, not simply where your pension happens to be.

Your money crosses borders. Your advice should too. For an obligation-free appointment with me, click here: https://bit.ly/HolbornFinancialReview

Offshore investing isn’t just for expats. Living in South Africa doesn’t mean all your investments need to be in South A...
15/09/2026

Offshore investing isn’t just for expats. Living in South Africa doesn’t mean all your investments need to be in South Africa. Offshore investing can give South African investors access to different markets, industries, companies and currencies.

But simply moving money offshore isn’t an investment strategy. The important question is why you’re investing offshore and how those assets fit into your wider portfolio. Global diversification should be part of a plan, not a reaction to the news.

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



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Your pension is in pounds. Your life is in rands. For many British expats in South Africa, this is one of the biggest di...
14/09/2026

Your pension is in pounds. Your life is in rands. For many British expats in South Africa, this is one of the biggest differences between a standard retirement plan and an expat retirement plan.

Your pension and investments may perform perfectly well in the UK, but your actual lifestyle is being paid for in another currency. That means exchange rates matter. Inflation matters. And how and when you draw your money matters.

Good expat planning connects the country where your wealth sits with the country where you actually live.

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

How much is enough to retire? It’s one of the most important financial questions you’ll ever ask.And there’s no single n...
10/09/2026

How much is enough to retire? It’s one of the most important financial questions you’ll ever ask.

And there’s no single number that works for everyone. It depends on when you want to retire, the lifestyle you want, your expected expenses, how your money is invested and how long it may need to last. Retirement planning shouldn’t begin with a product.

It should begin with the life you want your money to fund. Know your number. Then build the plan around it.

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

Big enough to be international. Personal enough to know your name. For me, boutique financial advice isn’t about having ...
09/09/2026

Big enough to be international. Personal enough to know your name. For me, boutique financial advice isn’t about having a smaller office. It’s about the relationship. Understanding why you moved. Knowing what you want retirement to look like. Understanding where your wealth sits and what you want it to achieve.

Then bringing the international expertise needed to make those pieces work together. That’s the type of expat advice I believe in.

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

Living as an expat comes with a hidden challenge: tax laws that vary wildly from country to country. Get it wrong, and i...
08/09/2026

Living as an expat comes with a hidden challenge: tax laws that vary wildly from country to country. Get it wrong, and it can complicate the wealth you're working hard to build abroad.

The fix? Professional advice tailored to your situation, your country, and your goals. Tax breaks exist, but they're rarely one-size-fits-all: https://bit.ly/HolbornFinancialReview

07/09/2026

You moved. Did your financial plan? Moving to South Africa changes more than your address.

Your pension may still be in the UK. Your investments may be offshore. Your income could be in pounds while much of your spending is in rands. Yet many expats are still following a financial plan built for the life they left behind. That’s where specialist expat advice matters.

I help expats look at their wealth as a whole, across countries, currencies, investments and retirement plans.

Your money crosses borders. Your advice should too. For an obligation-free appointment with me, click here: https://bit.ly/HolbornFinancialReview

Some goals take years, not days. Your financial future is one of them.Let's get you on track, wherever in the world you'...
03/09/2026

Some goals take years, not days. Your financial future is one of them.
Let's get you on track, wherever in the world you're based. 🌍

“I look forward to the next quarterly review of my portfolio.” That line stood out to me. Financial advice shouldn’t be...
02/09/2026

“I look forward to the next quarterly review of my portfolio.” That line stood out to me. Financial advice shouldn’t be a once-off meeting followed by years of silence. Markets change. Your circumstances change. Your goals change. And your financial plan needs to keep up.

That’s why regular reviews and open conversations are such an important part of the relationship we build with our clients. Regular reviews are about more than checking numbers on a page. They’re a chance to talk, reassess, ask questions and make sure your financial plan continues to work for you.

And when clients actually look forward to those conversations, we know we’re doing something right.

Address

Boundary Terraces, 1 Mariendahl Lane, Claremont
Cape Town
7700

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

+27213006796

Website

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