We are delighted to announce that our Managing Director has recently completed two new qualifications! As part of our commitment to providing you with the very best information and staying on top of vital changes, all necessary to make important decisions about your financial situation (both present and future), regulatory exams and professional qualifications are...Continue reading
Northern Cross Wealth Management are proud to announce that we have been awarded the Masthead FAIS Compliant Seal for 2023. This is the seventh consecutive year we have been awarded the Seal, which provides our clients with peace of mind knowing we maintain the highest standards of compliance. This seal is awarded to firms who are evaluated on the...Continue reading
Investing in the South African property market has gained increasing interest from both local and international investors, drawn by the prospect of capital growth and steady rental income. The diverse property landscape in South Africa offers various investment opportunities, ranging from residential properties in bustling cities to commercial spaces in emerging business hubs. However, like...Continue reading
As a British expat living in South Africa, you might find yourself navigating a complex financial landscape that differs from what you were accustomed to back in the UK. Adjusting to a new environment comes with its own set of challenges, and managing your finances is no exception. I’m all too familiar with this experience,...Continue reading
When it comes to building a successful investment portfolio, one piece of advice rings true across the board: diversify. Diversification is a crucial component of comprehensive financial planning and a time-tested strategy to mitigate risk and improve long-term returns. In this Northern Cross Wealth Management blog, we’ll explore the importance of diversification, the benefits it...Continue reading
We believe that comprehensive financial planning is about so much more than the numbers, but… sometimes knowing the numbers helps! As a British expat, it’s easy to lose sight of the State Pension and its importance in providing a secure income during retirement. In this article, we will look at some of the numbers that...Continue reading
At Northern Cross Wealth Management, we’ve found that global investing is an essential aspect of comprehensive financial planning that is often not given enough consideration, and expanding one’s investment focus beyond home markets can provide numerous advantages. Our comprehensive financial planning services include international life cover, UK and international pensions, and expert financial advice, all...Continue reading
A well-planned financial future is essential for achieving your long-term goals and maintaining your peace of mind. At Northern Cross Wealth Management, we pride ourselves on providing qualified independent financial planning services, including international life cover, UK and international pensions, and comprehensive financial planning. This article explores the importance of ensuring your UK pension has...Continue reading
In the last few years, I have helped some clients with their Wills, estate planning and managing estates after their passing. It’s a hard time for the family, and it’s always more challenging when there isn’t an adequately structured Last Will and Testament in place.Continue reading
A Power of Attorney is a legal document that grants someone else the authority to make decisions on your behalf. It can be a valuable tool for protecting your interests, as well as for ensuring that your wishes are carried out if you become incapacitated or otherwise unable to make decisions for yourself.Continue reading
A CFP® (Certified Financial Planner) is a professional designation awarded to financial advisers who have completed a rigorous education and training program, passed a comprehensive certification process, and demonstrated their commitment to the highest ethical standards in the industry.Continue reading
When we read economic reports and follow financial news, recent commentary has expressed concerns about the height of global inflation, and it’s easy to wonder why inflation gets as high as it does.Continue reading