Setting your investment plan for 2025

As the tax year end approaches, let us guide you on how best to take advantage of the tax dispensations and savings vehicles available to you.

Get an update on investment markets and the growing world of ETFs. Lastly, find out more about our new Wealth Velocity RA portfolio, a strategy that maximises your allocation to growth assets ahead of retirement.

Programme:

Outlook for Global & Local Financial Markets 2025
Speaker: Mike Brown
Time: 18h00 – 18h20

The tax efficiency of your investments RAs and TFSA
Speaker: Suzan Ramotshabi
Time: 18h20 – 18h35

Maximising returns ahead of retirement, an introduction to the ETFSA RA Velocity portfolio for RA members
Speaker: Nerina Visser
Time: 18h35 – 18h45

Question & Answer Session
Speaker: Gareth Stobie (Chair) (plus speakers)
Time: 18h45 – 19h00

The webinar will cover the following key factors:

• What factors are likely to have an impact on financial markets and investor sentiment this year
• What is likely to influence the optimal allocation of investments and investment strategies for the year ahead
• Utilising tax dispensations available to investors both within a retirement annuity and tax-free savings accounts
• Maximising your allocation to growth assets, and the ability to grow your capital over the long term within the restraints of regulation 28 (which governs pensions funds)