The benefits of reorganising your investments

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According to the Financial Planning Institute of Southern Africa (FPISA), the number of Certified Financial Planning® professionals worldwide has more than doubled since 2004. This growth serves as evidence that consumers are recognizing the substantial benefits of professional financial planning and advice.

A recent global study conducted by the Financial Planning Standards Board (FPSB) indicates that individuals who engage with qualified financial planning professionals experience a higher quality of life. They also enjoy greater financial confidence and resilience, ultimately leading to higher satisfaction with their financial situation.

“We’re pleased to see the number of Certified Financial Planning® professionals continues to increase year-over-year to meet the rising demand for professional financial planning advice,” said FPSB CEO Dante De Gori, CFP®. “As the global community of CFP professionals grows, more people around the world can access financial planners who have committed to high standards of competency, ethics and practice to build holistic financial plans as they face increased costs of living and complex financial decisions.”

In this article, we look at the advantages of restructuring your investments with the guidance of a skilled financial planning professional.

The Benefits of Reorganising Your Investments

Enhanced Tax Structure: Reorganising investments can optimise your tax efficiency, potentially reducing tax liabilities and maximising returns.

Offshore Diversification: Diversifying offshore can protect your portfolio from local market risks and enhances global investment opportunities.

Appropriate Investment Strategy: Ensuring your personal risk profile is matched with the correct investment strategy.

Cost Reduction: It can help reduce unnecessary investment expenses, improving overall portfolio performance and efficiency.

Mitigate Political Risk: By diversifying across jurisdictions, you can reduce the impact of political changes on your investments.

Increased Efficiency: Streamlining investment administration leads to higher efficiency levels, ensuring smoother management of your investment portfolio.

Improved Returns: Restructuring may lead to improved or more stable returns, aligning your investments with your financial goals.

Agility and Adaptability: Enhances investor agility, enabling quicker responses to new global events and market shifts, and safeguarding your portfolio.

These benefits are crucial for investors navigating complex financial decisions or those trying to protect their wealth.

Partner with a financial planner today

Our financial planning process is designed to assist you in reorganising your investments effectively, and helping you reach your personal goals. Learn more about our financial planning process on our Advanced Financial Planning page.

Financial Plan Example: 

Contact us at info@investonline.co.za or call 021 001 2323 to arrange an introductory meeting with one of our Client Portfolio Managers.

 

 

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