As we move into the second half of 2026, the investment landscape continues to shift – locally and globally, in policy and in opportunity. The ETFSA Wealth Briefing brought our Investment and Wealth Management team together to help clients strengthen their long-term financial strategy.
This session covered:
- A mid-year update on local and global markets, and investment strategy considerations for the current environment
- Recent legislative changes and how to use them to strengthen your retirement planning
- Guidance on estate planning and preserving wealth across generations
We also unpacked the ETFSA Preservation Fund and the benefits of keeping your capital invested to compound until retirement, before closing out with a live Q&A.
If you missed out on this webinar, you can watch the recording here: