Our partners in Australia

Providing you, our client, with bespoke services and guidance on your journey.

Our partners in Australia

Providing you, our client, with bespoke services and guidance on your journey.
Commonwealth Bank
BANKING
Meet the bank more new arrivals choose
Fairbridge
LIFE INSURANCE & WEALTH MANAGEMENT

Roy Agranat
roy.agranat@fairbridge.com.au
+61 2 8066 1000 / +61 4 1446 1959

Hitchcock & Associates
IMMIGRATION

Cecil Bass
cbass@hitchcock.com.au
+61 2 8440 8330

Suffolk Law
IMMIGRATION

Jannie Kotze
janniek@suffolk-law.com.au
+61 8 9314 5000 / +61 4 5008 032

Allan Gray Australia
WEALTH MANAGEMENT

Werner du Preez
werner.dupreez@allangray.com.au
+61 3 9134 4043

Sanlam Private Wealth
WEALTH MANAGEMENT

Justus Stals
Justus.stals@privatewealth.sanlam.com.au
+61 2 8245 0508 / +61 4 6646 9940

tax-on-retirement-annuity-withdrawal-south-Africa

What does policy surrender mean for expats looking to cash in their South African RAs?

| FinGlobal, Pension fund, Retirement annuities | No Comments
If you’re a South African expat, you’ve probably got more than one loose end left back home - especially when it comes to your retirement savings. Whether we’re talking retirement…
two-pot-retirement-system

Expats and the two-pot retirement system – what are your withdrawal options?

| FinGlobal, Newsletter, Retirement annuities | No Comments
South Africa’s two-pot retirement system came into effect on 1 September 2024, marking a major shift in how retirement savings are managed, accessed, and preserved. Whether you’re living abroad or…
south-african-retirement-annuity

Five steps to withdrawing your retirement annuity from South Africa

| FinGlobal, Retirement annuities | No Comments
Relocating from South Africa and adjusting to life abroad can feel overwhelming, with an endless list of tasks to complete. From settling into a new culture to managing cross-border finances,…