New legislation requires all Financial Advisors to have a review ROA completed and signed by all clients annually. Please find the review record of advice below. Please complete, sign, and return to let me know when you wish to have your annual portfolio review done this year.
As some of you already know, I will be moving to the UK next week. This will in no way affect the quality of service you have become used to. With more than 90% of my local and offshore clients already serviced virtually, and with staff at my office in Roodepoort always available to assist any client who prefers signing face-to-face, I don’t foresee any difficulty in the transition.
I will always be available at this email address, as well as my Liberty email: jacques.momberg@liblink.co.za, and on WhatsApp. You can also email Gayleen at my office at gayleen.brits@liberty.co.za. Virtual meetings can be done on Teams, Zoom, WhatsApp or any virtual platform of your choice.
The review record of advice will also make it easier for us to schedule our portfolio reviews well in advance. As always, any queries, advances and servicing requests on your investments and policies throughout the year, will be attended to ASAP.
My move to the UK will also allow me to look at more offshore investment opportunities for my clients.
Some good news for next month: petrol prices are anticipated to come down by 87 cents per litre, while diesel could be cut by a much larger R1.40.
The price forecast is as follows:
- Petrol 93 & 95 will drop by 87 cents per litre
- Diesel 0.05% will drop by R1.42 per litre
- Diesel 0.005% will drop by R1.58 per litre
- Paraffin will drop by R1.12 per litre
The main driver behind the lower projected prices is a huge drop in the international product prices for petroleum, which are guided by global oil movements. This is being supported by a stronger rand versus the US dollar.
Have a good week and please remember to send me your completed and signed review record of advice.
Stay Savvy,
Jacques
MOMBERG CONSULTING 