April 2020 Video Newsletter

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In this update, Theo and Warren discuss portfolio management, what to focus on now as an individual and what to focus on from a financial planning perspective. Please follow the link below to hear what they have to say:  A …

December 2019 Video Newsletter

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This Month, Theo and Yolande reflect on 2019 and discuss the year ahead. A note from one of our financial planners: Do not bankrupt your future  My oldest daughter is 19 years old and just completed her first year at …

November 2019 Video Newsletter

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This month, Warren and Yolande discuss current trends, stock growth vs economic growth and whether this should impact your current planning A Note from one of our financial planners: New year’s financial resolutions…In November! It’s two months until 2020. 2019 …

October 2019 Video Newsletter

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This month, Theo and Warren discuss the traps that investors need to try avoid in the current investment environment and how you can determine if your adviser is providing valuable advice.  A note from one of our para planners: The …

September 2019 Video Newsletter

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This month, Theo and Warren provide insight into the NHI and Land Expropriation debates. Please follow the link below to see what they have to say: A note from one of our planners: Being a REAL investor Internationally acclaimed Financial …

August 2019 Video Newsletter

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In this months update, Theo and Warren provide an overview of what’s happening in South Africa and how to invest taking these factors into account. A note from one of our planners: Most governments have, over the years, developed an …

June 2019 Video Newsletter

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A note from one of our planners A solid risk management plan is a key component of your overall financial plan. This involves identifying risks that can possibly hinder your wealth accumulation plan, such as death, disability or severe illness. …

Verso Wealth – Job Opportunity

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Position: Relationship Manager/ Assistant to the Financial Planner DESCRIPTION OF POSITION: Superior client services, compliance, reporting, relationship building and driving of processes. MAIN ACTIVITIES: • Client contact (mainly email & telephonic) for general admin related servicing. Dealing with product providers, …

May 2019 Video Newsletter

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This month, Theo and Warren look at market returns, the Dalbar Study and sticking to long-term strategies. A note from one of our planners: Endowment policies – the nuts & bolts Endowment policies Endowment policies are a useful tool when …