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Ok. Got itManaging Executive: Wealth Management
As many of you start to look forward to a well-earned break after what has been an exceptionally difficult and challenging year, I would like to thank you for your loyal support. Despite the tough times, we have pulled together as a team to ensure that you have been able to access our services and globally integrated advice. Our digital investment has paid off, and if you aren’t already using our app, I encourage you to do so. In addition to this, we are looking ahead to reaping the benefits of our investment in our single investment platform. Implementing this has not been without its challenges; but as with all change, the hardest part is often the beginning. So, we look ahead to see the fruits of our labour alongside you. Thank you for sticking with us and remaining patient as we worked hard to fix some inevitable small glitches. I am pleased to say that the benefits of this new platform are already outweighing the initial challenges, which I hope you are finding true.
This year many of us have been faced with financial decisions that we possibly haven’t had to consider before. This is where the role of a trusted adviser comes in – someone who understands what is important to you and can help you make the money decisions that will enable your goals and help you avoid disaster. All our client-facing teams are supported by technical expertise, which is one of the benefits of being part of the Nedbank Group. While we will keep you informed about matters that may affect you, we encourage you to connect with your wealth manager for personal advice specific to your situation.
In this edition, we share investment insights, regulatory and tax updates, explain how you can benefit from a strong rand. We also provide some practical tips on protecting the things that are important to you with Nedbank Insurance.
While each of us is acutely aware of the impact Covid-19 has had on our lives, our finances and our future plans and goals, there are those for whom the immediate impact has been life-changing. Charitable trusts and foundations face a difficult dilemma in the current environment: they need to help people who need immediate relief while remaining sustainable in the long term. Effective asset allocation is key to these charitable entities achieving their long-term
objectives, and we share how this can be achieved.
Our webinars cover a range of interesting topics. You are welcome to either join us online on the day or access any recordings that you couldn’t attend from our
website, under ‘Events’.
Lastly, please look out for important communication from us about the importance of cultivating disciplined savings habits over time. Despite this year’s financial challenges, it is crucial to get on track and stay on track when saving for your retirement. Regardless of where you are in your journey, we are here to help you.
Enjoy the read, and whether you have the luxury and privilege of work, or are planning some quiet time this festive season, I wish you well.