Aileen Borrajeiro - IFA

Call Website Contact the business

Aileen Borrajeiro - IFA Independent Financial Advisor at SIR Group - Strategic Investment & Realty Group

I recently read an article by Henri le Grange, a Financial Planner at Old Mutual —“The Wealth Bridge"Globally, 70% of we...
16/09/2026

I recently read an article by Henri le Grange, a Financial Planner at Old Mutual —“The Wealth Bridge"

Globally, 70% of wealthy families lose their wealth by the second generation. 90% by the third.

We blame the kids — but the real problem is simpler: we transfer assets, not judgement.

If you died tomorrow, would your children know why you made the financial choices you did? If your answer is no, you haven’t built a bridge – you’ve built a wall with money on the other side.

The fix isn't complicated. Start talking — early. Show them the numbers. Introduce them to your advisor. Let them sit in on real conversations.

Because wealth isn't a document you leave behind — it's a mindset you pass on.

Next topic to follow - Four things every child needs to understand – in order of urgency.

To all the beautiful ladies out there....Happy Woman's Day! 🌼🌹🌷
09/08/2026

To all the beautiful ladies out there....Happy Woman's Day! 🌼🌹🌷

04/08/2026

334 Followers, 810 Following, 0 Posts

Legacy Lessons with Capital Legacy
16/07/2026

Legacy Lessons with Capital Legacy

22/06/2026
04/12/2025

The only thing more awkward than small talk? Realising you’ve just burnt the chops!

Unfortunately, we can’t help you with that but we can help you with getting your affairs in order.

Get your will sorted with South Africa’s leading wills and estates specialists before you leave for your summer holidays.
https://capitallegacy.co.za/solutions/last-will

17/11/2025

The Fed’s balance sheet is shrinking. China’s is growing. For the first time in years, the gap is almost gone.

Address

Ground Floor, Warne House
House
4420

Opening Hours

Monday 08:00 - 16:30
Tuesday 08:00 - 16:30
Wednesday 08:00 - 16:30
Thursday 08:00 - 16:30
Friday 08:00 - 16:30

Telephone

+27838443123

Alerts

Be the first to know and let us send you an email when Aileen Borrajeiro - IFA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Aileen Borrajeiro - IFA:

Shortcuts

Share