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Wealth Matters December 2024

A year of delivery for
our clients

Power of long-term
thinking for investments

Updates on global and
local financial markets

Latest fixed income
developments

Useful investment
planning tips

Will and estates
section

© 2025 Warwick | Terms | Disclaimer | PAIA | Client Care Charter | Privacy Policy
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.