Mark McAllister - The Expat IFA in Africa

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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?

Google can answer a financial question. It doesn’t know your financial life. Ask online what to do with a UK pension and...
02/11/2026

Google can answer a financial question. It doesn’t know your financial life. Ask online what to do with a UK pension and you’ll get plenty of answers.

The problem is that the right answer may change when you add: “I live in South Africa.” Then add your age. Your tax position. Your other investments. Your income needs. Your family. Your retirement plans.

Financial information is easy to find. Specialist advice is about knowing which information applies to you.

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

Don’t make a 30-year decision based on today’s exchange rate.The rand is strong. The rand is weak. Sterling is up. Sterl...
01/11/2026

Don’t make a 30-year decision based on today’s exchange rate.

The rand is strong. The rand is weak. Sterling is up. Sterling is down. Currency headlines can make expats feel they need to act.

But retirement can last 30 years or more. A financial plan built around today’s exchange rate can quickly become tomorrow’s problem. Plan for the long term. Don’t react to the headline.

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

Your retirement income probably isn’t coming from one place. UK State Pension. Company pension. Private pension or SIPP....
29/10/2026

Your retirement income probably isn’t coming from one place. UK State Pension. Company pension. Private pension or SIPP. Investment income. Rental property. Perhaps consulting or part-time work.

For many expats, retirement income is a collection of different sources, often across more than one country.

The job isn’t simply to have enough.

It’s to make those sources work together in a way that supports your lifestyle. For an obligation-free appointment with me, click here: https://bit.ly/HolbornFinancialReview

Don’t let two financial systems become two financial plans. One of the challenges of being an expat is that your financi...
28/10/2026

Don’t let two financial systems become two financial plans. One of the challenges of being an expat is that your financial life can become fragmented. A pension adviser in Britain. Investments somewhere else. A bank and accountant in South Africa. And nobody looking at the whole picture.

That’s where specialist expat advice adds value. Different countries. Different currencies. One financial life.

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

What are you saving for?Retirement? A property? Your children’s education? Or simply more financial freedom in the futur...
27/10/2026

What are you saving for?

Retirement? A property? Your children’s education? Or simply more financial freedom in the future? Whatever the goal, it helps to put a number behind it.

Our savings calculator gives you a simple way to see what your money could look like over time. Enter what you already have, how much you plan to save each month, your expected rate of return and your timeframe.

You’ll then see:
• How much you could save
• How much growth your money could generate
• The potential value of your savings at the end

Try changing the monthly contribution or adding another five years. The difference can be surprising.

Because a savings goal becomes much easier to plan for once you know what it could take to reach it. Start with the goal. Then do the maths.

Click here to access our handy calculator https://holbornassets.co.za/financial-tools/savings-calculator/

What happens to your plan when markets fall? Financial planning isn’t only about what happens in good markets. It’s abou...
26/10/2026

What happens to your plan when markets fall? Financial planning isn’t only about what happens in good markets. It’s about what happens when markets fall and you need an income. Selling investments at the wrong time can affect how well a portfolio recovers.

For expats drawing income from offshore assets, currency movements can add another factor. You can’t control markets. But you can plan how you’ll respond to them.

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

22/10/2026

How long does your money need to last? Retiring at 60 doesn’t mean planning for ten or fifteen years. Your retirement income may need to support you for 25, 30 or even 35 years.

For expats, there’s another layer. Your cost of living, investment currency and retirement income may not all be in the same country. The question isn’t simply, “How much have I saved?” It’s “How do I make what I’ve saved work for the life I’m now living?” That’s an expat planning question.

For an obligation-free appointment with me to chat about the answers to these questions, click here: https://bit.ly/HolbornFinancialReview

The biggest expat mistake? Assuming nothing has changed. You moved country. Your spending changed. Your tax position may...
21/10/2026

The biggest expat mistake? Assuming nothing has changed. You moved country. Your spending changed. Your tax position may have changed. Your exposure to currencies changed. Your retirement plans may have changed.

Yet your investments and pensions may still be arranged exactly as they were before you left. Moving countries is a good reason to review your financial plan.

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

20/10/2026

Just another day at Holborn Africa. Behind every financial plan, every client meeting and every piece of advice is a team working together to make it happen.

From our Somerset West office, Team McAllister helps clients in South Africa and around the world make sense of their finances and plan for what comes next.

The doors are open. The team is here. Let’s get to work.

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

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