With representation in Gauteng, KwaZulu-Natal and the Western Cape, they present unique solutions to the complex needs of their clients, which has necessitated high levels of expertise in the following areas of financial planning for would-be migrants:
- Local and Offshore Investments
- Retirement Planning
- Preservation Funds
- Post-retirement Investment Planning (Living Annuities)
- Off-shore transfer of funds
As you are aware, many South African’s have emigrated to countries all over the world. Ironically, due to the country’s onerous exchange control regulatory environment, millions of Rands have remained trapped, (‘blocked’) within its borders, producing little if any value for their owners. South Africans based off-shore are now able to access retirement annuities, as well as other South African based funds, far more easily than before. JBL Wealth will arrange your tax clearance, formal emigration (if necessary), the opening of a blocked account and deal with all the other bureaucracy necessary to ensure your money can be banked off-shore.
For prospective migrants, JBL Wealth can assist with the establishment of Preservation funds to protect your assets. Migrants with pension plans, retirement annuities and provident funds can all benefit from the advice of JBL Wealth. They can assist you to access your funds for immigration purposes and they can facilitate the move of blocked funds/inheritances to your new country of residence.
Email us for more information.