David Harrington-Johnson Wealth Manager

09/07/2018

https://mailchi.mp/2e18369895c4/gci-wealth-tour-invitation-101895?e=3109d58888

15/06/2018

Happy Youth Day for 16th June and wish all dads a special Fathers' Day on Sunday!

In support of celebrating Day of the Dads, I'm offering free one hour financial planning consultations for qualifying fathers and grandfathers - until 22 June 2018.

For an appointment, please email me on -
[email protected]

06/06/2018

I'm seeing too many folks who, after turning 55, have retired from their retirement funds when they shouldn't have - and to their disadvantage.

All too often, they end up getting taxable income from the resultant annuities and are taxed at unnecessarily high rates while still earning in their normal work.

Even worse, they take money from the annuities at unnecessarily high draw-down rates - making the tax higher and depleting the retirement funds all too early.

And for the fortunate wealthy few, they are going to pay more Estate Duty for having moved money from non-dutiable retirement funds to dutiable assets.

I'd like to help affected fund members to avoid such waste - and please contact me on 0825720133.

04/04/2018

Tax free savings are great...BUT.... BEWARE of ads that say you have 'free' access to your money.

The truth is that if you take out ANY cash during the year, and then top it up, taking your annual contribution to ABOVE R33k, any excess will be taxed at 40%...REGARDLESS of your tax rate!

01/03/2018

https://youtu.be/j7VNQwdGE-A

Wealth Management (WM) consists of three inter-related disciplines: Investment Consulting (IC), Advanced Planning (AP) and Relationship Management (RM). It a...

01/03/2018

https://www.forbes.com/sites/russalanprince/2014/05/16/what-is-wealth-management/

The term “wealth management” is thrown around plenty, in the boardrooms of private client firms, in trade and mainstream articles and by financial advisors in front of clients. Still, most professionals are hard pressed to actually define the term with any degree of precision. Wealth management ...

01/03/2018

I am well qualified and have vast experience in the financial services industry, notably:
- Many years of successful personal financial planning in an independent financial advisory firm
- Supporting investment experts at BoE Private Clients / Nedbank Private Wealth in a senior wealth management advisory role

I'm passionate about helping people with their finances - and with care and integrity.