Don't just invest. Invest to a plan

Presented by

Carlo Lourenco, private banker; John Williams, head of wealth planning; Rebecca Cretney, investment counsellor

About this talk

We see many clients investing for the long term, but what can you do to ensure the outcome will meet your financial goals and aspirations? We talk through the benefits to investing with a plan, as well as some of the risks we see, based on hundreds of conversations with clients. It is important to consider a client’s total wealth, managed across different organisations and different structures*, e.g. pension funds, ISAs, trusts have a clear picture of your finances now and more critically an understanding of what the future picture will look like. Join as they highlight the how and what people should be aware of with regard to investing as part of a strategic financial plan.

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Nedbank Private Wealth is an award-winning boutique private bank, with an established track record of managing investment portfolios on a discretionary basis for discerning families, trustees and high net worth individuals.