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  • Warwick Wealth Matters – March

Warwick Wealth Matters – March

Published by Spirit News on March 22, 2024

Dear Warwick valued clients and partners, as we head into the 2024 election season, we extend a warm welcome to our latest edition of Warwick Wealth Matters. It is always a pleasure to engage with you on our journey through the financial landscape. This month, we delve into a myriad of topics designed to empower your financial knowledge. From market analyses to wealth management strategies, our aim remains to provide you with the tools and insights necessary to navigate the ever-changing terrain of wealth management. As investors build up assets, the question often
arises: “Where exactly should I invest?” In the South African investment landscape, you have numerous options. The two most prominent being direct share investments into a Personal Share Portfolio (PSP) and a Unit Trust investment
(UT).

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An owner of Authorised Financial Services Providers in South Africa, Mauritius and Guernsey
FSP number 44731 | Conflicts of Interest
Part of The Spirit Organisation
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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.