Ever wonder what difference financial planning might make in a person’s life? One Investec advisor went into this field in part because wealth management holds the promise of achieving four objectives he holds dear.


This is the audio version of a blog posted on our website (investecwealth.com) on July 6, 2020. The blog post itself can be found here.

Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant, or other qualified tax advisor concerning your situation.