IzaWealth

22/07/2019

As the Brexit deadline looms, the US-China trade war continues and South African President Cyril Ramaphosa announces yet more bailout money for Eskom that the country simply doesn’t have, the only certainty at the moment – whether big global events or localised challenges - is that the outcome is uncertain. Read more in FAnews

Offshore exposure provides South Africans with counterbalance to local volatility As the Brexit dea

11/07/2019

Read more about why offshore investing provides a safety net against market volatility in BusinessBrief

Offshore investing gives those wanting to preserve and grow wealth exposure to hard currency and blue-chip companies they would otherwise not have access to

10/07/2019

Two months into President Cyril Ramaphosa’s new government for the next five years, South Africans have been made aware of the stark reality of a higher-than-anticipated contraction in the economy in the first quarter of 2019. While the JSE all share index rebounded in June, it comes off a miserable month of May.

While investors may feel they have nowhere to hide from volatility, as the depressing local news plays out against a tough international environment, Kevin Caden, a director at independently owned financial advisory firm Iza Wealth, says carefully balanced and well-researched portfolios focussing on exposure to hard currency global companies spread across a global geography are best placed to ensure long-term protection and growth of investors’ retirement savings.

Read more here:

Two months into President Cyril Ramaphosa’s new government for the next five years, South Africans have been made aware of the stark reality of a higher-than-anticipated contraction in the economy in the first quarter of 2019. While the JSE all share index rebounded in June, it comes off a miserab...

10/06/2019

your portfolio - Utilise your annual R1million and R10million

05/06/2019

The matter of taking assets offshore, and investing in carefully structured portfolios and products is not a reaction to, or the result of, lack of faith in South Africa’s economic stability, nor the ability of its local bourse to generate returns in the long-term.

Emerging markets are often subject to excessive volatility and instability, driven by localised issues or as a result of more macroeconomic events outside of our control such as a move to increase interest rates by the US Fed, the China-US trade tensions, oil prices and uncertainty around big events such as Brexit. It is prudent to diversify and hedge against currency volatility and macro-economic and regional risks.

Read more on the subject in Moneymarketing:

Asset emigration is where you live in SA, but your assets live abroad.

04/06/2019

Challenges South African clients face with include: legislation & jurisdiction, political agenda, Investment diversity, , and

John rose from Iza Wealth presentation on the effect of Brexit for South Africa.

03/06/2019

Read more about in BusinessBrief

Wrapping up all your affairs upon emigration, diversifying and taking investments offshore is not the same thing as financial emigration.

31/05/2019

Would you consider asset emigration and still get the benefits of living in sunny South Africa? Read more about how to go about it.

This is not the same as transferring your retirement annuity or pension fund offshore under a formal emigration process so its treated differently.

30/05/2019

Investing offshore has nothing to do with patriotism. In the recent past, articles speaking about financial emigration and “rushing offshore” have painted a picture of Afro-pessimists and skittish investors. Nothing could be further from the truth, says Iza Wealth Director, John Rose.

While there is a legitimate need to wrap up all your affairs upon emigration, diversifying and taking investments offshore is not the same thing as so-called financial emigration. Read more about Asset Emigration in the latest FAnews article

Investing offshore has nothing to do with patriotism. In the recent past, articles speaking about financial emigration and “rushing offshore” have painted a picture of Afro-pessimists and skittish investors. Nothing could be further from the truth, says Iza Wealth Director, John Rose.

28/05/2019

effect on SA: UK is the 4th largest export partner for SA for platinum, motor vehicles, fruit, wine, beef, sugar and rooibos tea. (SA’s number 1 country for to ) http://bit.ly/2QuSmO3

John rose from Iza Wealth presentation on the effect of Brexit for South Africa.

24/05/2019

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Iza Wealth is an independently owned financial advisory company that offers specialist offshore financial advice and services to both individuals and families.

20/05/2019

Iza Wealth Director, John Rose recently gave a presentation on the effects of Brexit to South Africans. Read more here:

John rose from Iza Wealth presentation on the effect of Brexit for South Africa.