I help clients navigate the complexities of tax emigration, foreign exchange, and retirement annuity surrenders. Backed by over a decade of experience and a Certified Financial Planner (CFP) designation, I also hold an Honours BCom from the University of Stellenbosch. In 2024, I co-hosted a financial planning webinar on the international transfer of money from South Africa.
I believe financial guidance should be clear and accessible – no jargon, just practical solutions.
By actively listening to each client’s unique circumstances, I tailor strategies that empower them to make informed decisions.
Let’s work together to turn financial uncertainty into confidence and peace of mind.
Quick answer: South African expats may access their retirement annuity before age 55 if they have ceased South African tax residency and maintained non-resident status for three consecutive years. For…
For many South Africans living abroad, tax often becomes an “out of sight, out of mind” issue. But when it comes to expat tax in South Africa, ignoring your obligations…
For many South Africans living abroad, dealing with the South African Revenue Service (SARS) is something they assume belongs firmly in the past. After all, once you have emigrated, surely…