UMHLANGA FINANCIAL ADVISOR

OTHER COMPANIES REPRESENTED

Sygnia, Ninety One

Global financial planner for South Africans abroad and at home.

• I've helped reduce a client's income tax liability by 63.58% with three 30 minute meetings.
• I've helped several clients lodge successful illness-related claims they had no idea they could claim for.
• I've helped a client put in place a plan to climb their way out of debt so they would still be able to have a reasonable retirement.
• I've helped with the winding up of a deceased estate in under 12 months.
• I'm working with several clients to help them reach semi-retirement at age 40.
• I helped a business owner avoid an R8 million tax liability by structuring their life policies correctly.
• I've helped a retiree to receive tax-free income in retirement by restructuring their affairs.
• I've helped put in place an investment in a family trust that will reduce future income and capital gains tax.

I believe that the best advice comes from asking the right questions.

Hampshire was founded in 2010, when the group discovered that there was a specific need developing in the industry to provide great advisors a home that is unencumbered and uncensored. Established in KZN and since expanded across South Africa, featuring branches in Johannesburg, Cape Town, Durban, Pietermaritzburg, George. First rate advisors provide excellent, balanced advice to clients if allowed to function independently. Hampshire is fiercely independent.