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Ok. Got itManaging Executive at Nedbank Private Wealth
In this edition, we offer a wide range of insights, including an independent political analysis of Eskom by JP Landman, an investment review, advisory insights, opportunities in international investment markets in the context of the current global economy, and an overview of proposed tax changes that may affect you. In the world of philanthropy, we look at how foundations can sustain their efforts despite economic challenges. Lastly, we share some business news about our wealth management app and how we have adapted our communication digitally to include a range of webinars.
This is such a personal question, but it is essential to think about it so that your financial decisions enable and are aligned with your life goals and priorities, and indeed facilitate them. So, how do you work towards financial success despite the host of variables and uncertainties we all face during different stages of our lives? You simply have to plan, and it most certainly pays to get expert advice.
Our goals and needs, our dreams and fears, our family, our attitudes and the role we play in our community – all of these are reflected in how we earn money, save it, and spend it. And our money perceptions and decisions connect us to our environment and the people around us. This is what we call ‘connected wealth’ – the fact that every financial decision you make is integrated with the other aspects of your life. Covid-19 has emphasised the importance of connectedness more than ever – within your family, local community, the greater economy, and even the global community. That is why our advice process is holistic and aims to connect you to the solutions, services and expertise that you need to make the most of your money and achieve your definition of success.
While trying to make an impact as an individual can be challenging, we can make a big difference when we stand together, which is the purpose of the Nedbank For Good Project. It enables South Africans to provide much-needed support to Covid-19-related causes in a secure and convenient way. The initial focus of the For Good Project is on providing food, sanitation and clothing packages to vulnerable families through World Vision, as well as providing protective equipment to frontline healthcare workers who are exposed to Covid-19, through Doctors Without Borders. Every contribution makes a difference, no matter how small, so we encourage you to make a donation if you can. To find out more or to donate, click here.
If you are still using the old site, please familiarise yourself with the new Online Banking. We have communicated this for some time, but we know that change is sometimes hard. If you have any questions about the new site, please speak to your relationship manager.
We have set up a structured forum to give us a much clearer understanding of your experience in all your interactions with us. This will help us to identify and resolve the root causes of any issues you are experiencing and also help us understand what we should be doing more of to delight you. Please talk to your relationship manager if you would be interested in participating in the forum. Thank you in advance for considering this and for your input.
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