Video Category: The Chartered Show

I had a lovely conversation with Retiremeant™ Specialist James Carvalho about where property fits into your financial plan. James explains how people often get it wrong by mixing asset classes into the wrong part of their portfolio. When you build a financial plan, you need to break up all your assets and investments into lifestyle, retirement and surplus. Once you have that in place, it’s easier to understand what to expect from your property as an investment. While property can be a valuable asset, James talks us through the many considerations, pitfalls, risks, and the types of property investments available.

The winding-up of a loved one’s estate can often be frustrating and time-consuming. Certain things, such as the backlog at the Master’s Office and delays at SARS, are simply out of our control. Kerryn Frank, Director of Chartered Legacy and Trust, discusses the practical steps that individuals can take to ensure the smooth winding up of their estates, including having their tax affairs up to date, making sure SARS has their correct ID number, original vehicle registration papers and the importance of having your shares materialised for them to be sold or transferred.