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South African expat? Transfer your wealth and you could win

By January 25, 2017October 3rd, 2023Newsletter

South African expat? Transfer your wealth and you could win

January 25, 2017

The first month of 2017 is already on its head, and if you’re like most of us, you’re probably still scrambling to get all your ducks in a row.

One of the biggest comedowns after the festive season is undoubtedly looking at all those bills and expenses piled up from the over-indulgence of the month before. It’s simply a fact that us South Africans tend to spend more over the festive season – irrespective of where we live in the world.

Transfer your wealth and you could win!

Luckily those saffas living outside country borders have a nice silver lining for these woes. As an expat you are entitled to transferring your retirement savings or policies abroad and you may be eligible for a cash injection due to:

  • Reinvestment of your funds abroad which means earning interest in a stronger currency
  • Tax relief or refunds under a Double Taxation Agreement
  • Financial incentive under a pension incentive scheme if you reinvest your South African funds in a local pension (UK).

And if you use services to transfer the proceeds of your funds abroad you will automatically be entered into our promotional draw!

Win two return flights anywhere in the world! is offering two return flights to one of our clients to, or from, any destination in the world to the value of R50 000!

And these tickets are not only up for grabs for those who transfer funds. In fact, customers who make use of any of our services before 30 June 2017 will automatically be entered into the draw.

These services include:

  • Financial emigration
  • Pension, provident and preservation fund transfers
  • Retirement annuity transfers
  • Foreign exchange
  • Opening bank accounts
  • South African tax services
  • International financial planning
  • PPS advisory services
  • Inheritance and trust services
  • Policy searches, enquiries and amendments
  • Financial migration plans

How to enter

Simply leave your contact details in the form below and will contact you for a free consultation. On completion of this consultation, we’ll do a free assessment to determine which annuities qualify for encashment or what alternative services are available to you under your individual portfolio.

Following this assessment you’ll receive a quote and once this quote has been accepted you’ll automatically be entered into the promotional draw. Please note: the promotion is only valid for services accepted by 30 June 2017 so you’d better hurry up!



Contact us for a FREE consultation

We’ll answer all your questions. Your personal consultation is completely free and without obligation.


Licensed South African Financial Services Provider FSP # 42872