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?

Marriage is one of life’s biggest commitments.But alongside the emotional side of marriage sits an equally important con...
17/06/2026

Marriage is one of life’s biggest commitments.

But alongside the emotional side of marriage sits an equally important conversation that many couples avoid:
How should wealth be structured and protected for the future?

An anti-nuptial contract is important, but it is only one part of a much bigger financial picture.

For families with businesses, investments, offshore assets or generational wealth, proper structuring can help protect assets, improve tax efficiency and create long-term continuity across generations.

Because wealth planning before marriage is not about expecting the worst.
It is about building a stronger financial foundation together.

A thoughtful financial structure should support both protection and growth.

Read the full article here: https://holbornassets.co.za/blog/beyond-contracts-why-wealth-structuring-matters-before-marriage/

Visit our Calendly link to schedule a suitable time to meet up 👉🏼 https://bit.ly/HolbornFinancialReview



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Youth Day is a reminder that the decisions we make today shape future generations.Financial education is one of the grea...
16/06/2026

Youth Day is a reminder that the decisions we make today shape future generations.
Financial education is one of the greatest gifts parents can pass on.

Not just money. Understanding.
How to save.
How to invest.
How debt works.
How wealth is built slowly over time.

The conversations we have around money today will often shape the confidence and habits our children carry into adulthood.

15/06/2026

What advice would you give your younger self? Most people think the answer would be about money.

The lessons that shape our lives are often about mindset as much as money.

In this video, Tamsyn shares some honest reflections and advice gained through experience.

Retirement should not be built around guesswork.Yet many people still do not know:• Whether they are saving enough• If t...
11/06/2026

Retirement should not be built around guesswork.

Yet many people still do not know:
• Whether they are saving enough
• If their pension structure is tax efficient
• What retirement income they can realistically expect
• How inflation may affect their lifestyle over time

The earlier these questions are answered, the more options you usually have.

At Holborn Africa, we help clients build retirement strategies that align with real life, not assumptions.

Book a confidential review here: https://bit.ly/HolbornFinancialReview

10/06/2026

Offshore investing is often misunderstood. For many South Africans, it is not about turning your back on the country. It is about building a financial strategy that reflects the way modern life works.

Good financial planning should reflect your lifestyle, future goals and the world your family operates in.

The question is not “South Africa or offshore?” For many investors, the answer is both. Visit our Calendly link to schedule a suitable time to meet up 👉🏼 https://bit.ly/HolbornFinancialReview

There is a reason wealthy families think in generations, not just pay cycles.They focus on:• Protecting assets• Building...
09/06/2026

There is a reason wealthy families think in generations, not just pay cycles.

They focus on:
• Protecting assets
• Building structures
• Passing wealth efficiently
• Educating the next generation financially
• Reducing unnecessary tax leakage

Wealth that lasts usually comes from planning, not luck. The question is not only how much wealth you build. It is whether it survives beyond you.

08/06/2026

Meet the Team: Matthew Theron

Behind every great financial plan is a team of specialists working to help clients protect, structure and grow their wealth.

Meet Matthew Theron, Offshore Wealth & Investment Tax Structuring Specialist at Holborn Africa.

Matthew works with high-net-worth individuals, families and business owners to help them navigate the complexities of international wealth planning. From offshore investments and tax-efficient structures to succession planning and cross-border wealth solutions, his focus is on creating strategies that are tailored to each client’s unique circumstances.

In this video, Matthew shares more about his role, what he enjoys most about working at Holborn, and why having access to a truly global range of solutions allows him to deliver advice that puts the client’s needs first.

🎥 Watch the video to get to know Matthew and learn more about the expertise behind Holborn Africa.

08/06/2026

What does Tamsyn Nixon, an Associate here at Holborn Africa, enjoy most about her job?

In financial planning, the numbers are important. But for many advisers, the most rewarding part is far more personal than that. It is helping people feel more confident about their future. Watching clients reach milestones they once thought were out of reach. Building relationships that last for years, sometimes generations.

Because good financial planning is not only about money. It is about helping people create freedom, security and peace of mind.

In this video, hear more about what makes this work meaningful to Tamsyn.

04/06/2026

One size does not fit all when it comes to wealth planning. Two people can earn the same income and still require completely different financial strategies. Because wealth is shaped by far more than numbers.

Your portfolio should reflect your life, not someone else’s. A business owner has different needs to a salaried executiv...
03/06/2026

Your portfolio should reflect your life, not someone else’s. A business owner has different needs to a salaried executive. A young family has different priorities to someone nearing retirement. An expat’s strategy should not look the same as someone retiring locally.

Yet many investment plans are still built like templates. Real financial planning starts with understanding the person first. Goals. Responsibilities. Risks. Timeframes. Lifestyle.

Because good advice is personal.

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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