Matthew is a Cross-border financial planning and investment specialist with the unique knowledge and experience that comes from having lived abroad for many years. His familiarity with tax regimes and regulations is as important, as his understanding of the common challenges experienced by expats and has resulted in a client base that spans the globe. With experience in both the local and international market, he is able to understand and appreciate the limitations imposed on local financial advisors with limited product choice and the lack of options for genuine tax efficiency from local financial service providers.
Being a part of the Holborn team has enabled him to offer his clients a much greater range of solutions to help grow and protect their wealth and investments from currency devaluation, taxation and the fear of government repatriation, by investing their assets outside of South Africa in primary currency, using a protected, legally robust structure in an investment grade country that offers some form of investor protection.
Being one of a select few advisors in South Africa qualified through the UK Chartered Institute of Securities and Investments, he selects custom made Investment portfolios, using only the best in class top quartile international funds using independent benchmarks like Morningstar or S&P matched to your risk profile to help navigate the 55,000 investment fund choices available in the international investment universe.
NDiploma Financial Management (Bcom)
NQF7 Advanced Program Taxation UNISA
Financial Planning 2: Advanced Investments
Financial Planning 2: Estate Planning
Financial Planning 2: Business Assurance
CISI Level III International Wealth & Investment Management