Lee Oosthuizen CFP

27/06/2023

Great day out with the tribe helping our community!

14/06/2023

Very fortunate to have had the opportunity to attend a Boardroom Lunch hosted by INN8 Invest, listening to fascinating insights from Prescient’s Chief Invesment Officer.
The global economy, whilst not out of the woods, is not in as bad a shape as we are often lead to beleive.

https://www.linkedin.com/posts/lee-oosthuizen-cfp%C2%AE-72867b66_inn8invest-assetallocation-boardroomlunch-activity-7074733232822321152-nNqr?utm_source=share&utm_medium=member_ios.

Fantastic boardroom lunch yesterday afternoon with fascinating insights from Prescient’s Chief Investment Officer Bastian Teichgreeber Thanks to the INN8 team…

24/10/2022

Fantastic to be partnered with recognized professionals!

20/10/2022

Will the debate ever end?
My approach is to ‘hedge my bets’ by utilizing low cost passives and then compliment them with model portfolios which make use of smaller boutique funds which are nimble, flexible and therefore better positioned to compete against the ‘market’…

In reality;

It’s the average investors behavior which causes the greatest harm… on average, its poor estate planning which destroys wealth… it’s not these technicalities which are holding your wealth trajectory back…
On average, there are far easier fixes which can easily be made that will improve your trajectory.

Plan properly, Control what you can, and watch these two strategies jostle, both playing a role in your portfolio.

The main passive argument claims it’s a mathematical fact. It isn’t.

15/06/2022

Good morning!
We are hosting a Free online webinar on all things Estate Planning, Wills, Trusts etc.
If you do not have a Will, and/or are concerned about how your minor children will be catered for in your absence, do yourself a favor, make a cup of coffee and join us next Thursday evening from the comfort of your couch!

Register here - or pop me an email or DM
https://protect-za.mimecast.com/s/Vf-ECNxGDLs0JmwGjS472EZ?domain=gmail.us20.list-manage.com

14/06/2022

Life insurance costs money… So does your vehicle and smart phone insurance…
Sadly most people spend more on their vehicle insurance rather than looking after their loved ones who live on when they are absent…

This serves as a great reminder to insure what matters most—with life insurance.

16/02/2022

Unpopular Opinion:
If your parents don't want you to have anything to do with their financial affairs, is it okay then to tell them that you indemnify yourself from ever having to financially assist them in future??

PLEASE SHARE YOUR THOUGHTS

The number of people I consult with, sitting in old insurance and investment products, who refuse to consult with an advisor for what ever reason is seriously worrying, and detrimental to their own financial wellbeing.
I just looked into an Investment for someone in her early 60's, it has given her ZERO return over the past 15 odd years... For various reasons...

She certainly is paying the price for her reluctance to consult with a professional!

10/02/2022

With the end of the tax year around the corner, I am excited to present in our free online Webinar TONIGHT at 6pm.
Its going to be casual and informative enough to make decent viewing for a Thursday evening, please join us! 😀

Link below:
https://us02web.zoom.us/j/89785558293?pwd=Qld5ZytqVEIvNnpUQ0U3aTVWMyt2dz09

01/07/2021

Ever heard the term 'Sandwich Generation'?
Not a Chicken Mayo drizzled with balsamic glaze on Instagram...

It refers to the generation who financially support not only their children, but their parents as well...
According to Old Mutual's Savings & Investment Monitor COVID-19 Special Report 2020;
The number of people who find themselves 'stuck in this sandwich' of financially supporting both mom and dad, as well as their own children has increased from 27% in 2015, to 42% in 2020!!!

I believe everyone wants to avoid this, but what they doing about it?
Take the time to understand how the planning takes shape; and break the trend of intergenerational dependancy.

The wealth accumulation journey takes on many shapes and forms. People take different paths in life, ranging from corporate careers through to entrepreneurial endeavours. Whether you make your money from farming, property, software development or one of the other numerous career options, the ultimat...

17/06/2021

'Africa isn't for sissies...'
This unfortunately holds true when it comes to old age welfare in South Africa as well...
Lets stop sugar coating the reality, and take control of our future.

Only 6% of South Africans can afford to retire Remember high school, when you were in a class of 34 people trying to find their paths through life? Only 2 of those people will afford to retire in South Africa. The rest will likely be a burden on their families, or worse. Now, you may ... Read more

25/05/2021

Life insurance is a character product.
If you have some, you buy some.
If you don’t, you won’t.

You have worked hard your entire life to provide for your loved ones as best you can. So, wouldn’t it be reassuring if you could do the same for them should you pass away?

Let one of our Financial Planners explain our comprehensive range of life protection products so that you can look after your family even after you are gone.

At IWCP we make the complex decisions around Financial Planning, simple.

Contact us today!

☎️Business line: 011 678 8904
🌐Website: https://www.iwcp.co.za/contact/

27/04/2021

Happy Freedom Day Friends!
Lets talk financial freedom;

Here's a link to the second part of my Buy-To-Let Article...
This article will also show the financial implications of purchasing a property because 'its the right thing to do', only to sell it in the not too distant future.
Beware the costs of entering and exiting a property purchase!

Head over to my Blog to subscribe to receive my articles as they are published. Please like and share as well :)

Keep safe!
Keep strong!
Keep learning!

At some point, practically everyone considers a buy-to-let opportunity. Most of us grew up being told that property is a fantastic investment and that everyone should get onto the property ladder as soon as possible. Whilst the decision to buy a property to live in is a function of stage of life amo...