Casper Rabie - Financial Planner

Calling All Entrepreneurs!

Join us for an exclusive morning focused on building a secure and successful financial future.

Old Mutual Personal Financial Advice presents:
💼 Financial Wellness for Entrepreneurs

📍 Hermanus Golf Club
📅 Thursday, 13 June 2025
🕘 09:00 AM – 12:00 PM

Gain practical insights from leading specialists:
🎙️ Gert Vrey – Risk Specialist
🎙️ Francois Scholtz – Investment Specialist
🎙️ Bjorn Johnson – OM Insure Regional Head

✔️ Limited seats available!
📲 RSVP by Friday, 6 June 2025
Scan the QR code on the flyer or click here to register:
👉 https://forms.office.com/r/EgSCqqXtr9

Let’s invest in your future, together. 💡

Thanks to Milpark Education for a great Graduation ceremony at Century City Conference Centre . On to the next one.

Great time spent with the Coast to Coast area at our annual Old Mutual South Africa 51 Club function this past weekend.

Congratulations to all the new inductees and all those who have excelled reaching their new respective statuses.

Thanks Noel de K**k for being our designated driver and congratulations on reaching Diamond status, next year I will be the driver. 😅

Some more pictures from this year's Old Mutual South Africa Practice Of The Year Awards.

It was a great honour to be a finalist in the top 4 Individual Practices at Old Mutual South Africa's Practice of the year awards held at The Sandton Hotel this past Monday.

Big congratulations to all the finalists and Renier De Waal on taking the top spot this year.

A share portfolio, whether local or offshore, can sometimes become a real challenge when it isn't properly managed.

Factors like management fees, advice fees and administration costs can add up fast and depreciate the real returns across your investment portfolio.

For example, on a R5,000,000 share portfolio, a 1% advice fee adds up to R50,000 per year, that equates to R4,167 per month, over 5 years you would have lost out on R250,000 in real returns due high fees.

If you own a share portfolio and have more questions than answers, please feel free to reach out to us for an obligation free portfolio review.

Besides bonds and fixed deposits, which investments guarantee capital? A liquid portfolio that includes cash and bond exposure can give you the security you need while also providing the flexibility to change the asset allocation when required.