Kirsty Scully: Financial Planning & Investment for High Earning Professionals in South Africa
In December 2022, David recorded an interview with Kirsty Scully CFP®, who is the Chairperson of the Board for the Financial Planning Institute of Southern Africa. In addition, she is a Senior Financial Planner at Core Wealth Advisory Services (Pty) Ltd in #CapeTown, working with high net-worth individuals.
Kirsty is a regular public speaker on international radio and TV broadcasts, and can often be heard on Cape Talk Radio as well as Business Day TV. This has earned her the coveted Financial Planning Institute’s Media Award for her immense contribution to financial planning through the media. Kirsty has authored a book, Financial Planning Conversations.
Her achievements in the profession were also recognised when she was a finalist in the Businesswomen’s Association of South Africa, Regional Business Achiever Awards. She represents South Africa in financial planning to the Financial Planning Standards Board, which is the holder of the CFP® mark.
Investing for the future can be daunting, especially in uncertain times. Join us as we explore how high earning professionals in South Africa are investing their money and building long-term financial security. From taking advantage of saving vehicles, to utilising regular allowances, and planning for exchange controls, this video dives into the strategies being used in South Africa to invest and save.
We'll also discuss how recent inflation has impacted savers, as we explore investor views on sectors or countries when investing abroad. Plus, you'll get helpful advice on how to approach investing with medium term goals in mind, such as education saving. Don't miss this must-watch episode packed with useful tips on South African investing!
We'll also discuss how recent inflation has impacted savers, as we explore investor views on sectors or countries when investing abroad. Plus, you'll get helpful advice on how to approach investing with medium term goals in mind, such as education saving. Don't miss this must-watch episode packed with useful tips on South African investing!
In this interview they also cover:
- Tell us more about your background?
- What different kinds of clients do you work with?
- How do high earning professionals in South Africa invest their earnings?
- When do professionals in South Africa start investing overseas?
- What kind of savings vehicles are used in South Africa for retirement?
- Exchange controls can be a challenge, how do savers use regular allowances?
- How has high inflation affected investors in South Africa?
- When clients are investing abroad do they have strong views on which sectors or countries are in their portfolios?
- How should clients approach investing to meet their medium term goals like education saving?
- Have you seen relocations within South Africa down to Cape Town?
- What kind of intermediaries do you work with in South Africa?