Retirement and Estate Planning

What should you consider when planning for retirement and your legacy? We discuss some best practices.

Article Collection: Retirement and Estate Planning

Retirement Annuity vs. Discretionary Investing

24 January 2023

The prevailing view amongst many financial advisors within the industry seems to be that an RA is the preferable route because of the tax efficiencies it allows whilst saving towards retirement age. This is indeed an advantage, however there are other important factors to consider.

Service to Clients

4 April 2023

Recently my clients have started referring their children to me for guidance. As a parent of my own children, I would never refer my children to anyone I do not trust, and this is happening since I am more attentive in my clients’ lives than just their wealth. Service excellence is almost impossible to copy.

Any questions?

Spend some time with our team to learn more. We enjoy discussing how these insights can impact your wealth.

Overview

Overberg Asset Management is known to deliver bespoke wealth management solutions and is recognised throughout the industry as an offshore investment specialist. Our philosophy ensures a secure long-term relationship with our valued clients, built on trust, service, value and performance. At the cutting edge of investing, Overberg has a proven track record in Global and Domestic South African markets.

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