
Meet Johan, 52
The Scenario
I am the CEO of a listed company. I earn relatively well and receive a bonus every year. I am an accountant by training, and fully appreciate the importance of having a sound financial plan in place. However, I work incredibly hard and put in long hours, and there’s very little time left for anything else. I was just not getting around to organising my own financial affairs.
The Challenge
- I was too preoccupied with work to devote the time I should to my financial affairs.
- I felt stuck between knowing that I need help but wanting to remain in control so I do nothing.
- I was not sure what I should be doing with the cash I had in a money market account but I did know that over the years I’d missed opportunities that will cost my family.
The Veritas Solution
Through the Veritas financial planning process, I now know that I am able to retire any time I want but I choose to continue working as my career fulfils me.
The financial planners at Veritas helped me to:
- Simplify my financial affairs by adjusting and/or getting rid of or insurance products and policies that no longer serve me
- Set up structures to save tax-efficiently including looking at contributions to my company retirement fund, tax free savings for the family, local and offshore investments
- Have a sound plan in place should I pass away unexpectedly so that my family are taken care of
- Be more organised – having them on board means things get done in half the time and I still have the final say
In short, Veritas gets things done for you! With their input, I now have a financial plan in place that covers my investment strategies, estate planning, income tax planning and risk planning. And this gives me peace of mind.
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