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  • A Warm February Welcome From The Warwick Managing Director, Marc Wiese

A Warm February Welcome From The Warwick Managing Director, Marc Wiese

Published by Spirit News on February 27, 2024

Dear Warwick Wealth Clients, As we get fully into the swing of this momentous year, it is with great pleasure that I extend a warm welcome to the latest edition of your Warwick Wealth Matters. With each passing month, our journey at Warwick unfolds with remarkable drive, fuelled by our collective dedication to excellence, innovation and exceptional client care. In this edition, we celebrate the achievements of January 2024 and highlight the path ahead as we navigate the intricate landscape of wealth management and financial prosperity.

January was a month of significant milestones and noteworthy accomplishments for Warwick
Wealth. From strategic expansions to pioneering initiatives, our endeavours have not only fortified our position in the industry, but also exemplified our unwavering commitment to delivering value and fostering long-term success for our clients and stakeholders.

Looking ahead, we are poised to build upon the successes of January and embark on a journey
of continued growth, innovation, and value creation. Our plans for the coming months are rooted in a steadfast commitment to excellence and driven by a relentless pursuit of excellence in all facets of our operations.

In the realm of wealth management, we are committed to further diversifying our investment offerings and optimising portfolio performance to deliver superior returns and safeguard our clients’ financial futures. Through rigorous research, prudent risk management, and a forward-thinking approach, we aim to navigate the complexities of the global markets with precision and agility.

Moreover, as stewards of our clients’ wealth, we recognise the profound responsibility entrusted
to us. That is why we remain unwavering in our commitment to transparency, integrity and fiduciary duty, ensuring that our clients’ best interests always remain at the forefront of our decisions and actions.

In conclusion, I extend my sincere gratitude to each member of the Warwick Wealth family – our clients, partners, and employees – for their unwavering support, dedication, and trust. Together, we stand poised to seize the opportunities that lie ahead and continue our journey of growth, prosperity, and success.

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An owner of Authorised Financial Services Providers in South Africa, Mauritius and Guernsey
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Copyright © 2025 Warwick | Disclaimer
An owner of Authorised Financial Services Providers in South Africa, Mauritius and Guernsey
Conflicts of Interest | PAIA Manual | Privacy Policy
Part of The Spirit Organisation

How did we work this out?

  1. Projected values are shown in today’s money, adjusted for 6% inflation p.a., to clarify true future value.
  2. Tax return: It as assumed that you do not reinvest your tax return back into your retirement annuity.

 

Disclaimer

The projections shown are based on information provided by you regarding your financial situation. Warwick Wealth does not in any way guarantee the projected benefits shown; we offer these projections to assist you in your financial planning.

Although our projections take account of the historical returns earned in the South African and International markets, future market returns are uncertain. Past performance does not guarantee nor indicate future results.

The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy.