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Contact information

Contact Number: 011 447 6916
 
Address: Rosebank Terrace, Ground Floor, 23 Sturdee Avenue, Rosebank.
 
Website: http://www.rosebankwealthgroup.com

About

Trevor Lee is a Financial Planner of the Rosebank Wealth Group. He forms part of the team responsible for the design and management of investment products and client portfolios. His qualifications include the Postgraduate Diploma in Financial Planning (UFS) as well as the Chartered Insurance Institute Diploma from the United Kingdom. Trevor has over 25 years’ experience in the pension and investment sectors, both locally and offshore.

Company Info

Rosebank Wealth Group is an owner managed, family wealth management firm that specialises in looking after High Net Worth individuals and families. We also assist young, aspiring professionals with their financial planning. We look after approximately 80 family units. We believe that a family’s financial position needs to be managed with the same amount of commitment and effort as is ordinarily applied to a well-run business and as such we assist our clients in organising their affairs in terms of regulation and compliance, risk management, liquidity management and  their income needs.

We aim to be independent in every sense of the word and as such put our clients’ interests first in everything we do. We have made use of alternative assets classes, including local and offshore hedge funds along with more traditional asset classes in the past and are confident that this knowledge and experience will stand our clients in good stead as more and more hedge funds embrace the regulated environment in South Africa.

Trevor ON MONEYWEB  

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Trevor's VIEWS  

Now is a good time to take stock and update your financial affairs

9 November 2018    11
The South African equity markets have moved sideways over the last five years and many investors must be wondering if they are on the right path to inflation-beating investment returns. Maybe it is ti ...

Could the ‘Buffett indicator’ help you find value in offshore markets?

17 October 2018    11
Good value/quality investments in a poorly-performing economy can outperform over-priced investments in a booming economy. ...

Pay less tax and be patriotic? Yes it can be done

20 September 2018    25
The attraction of the upfront income tax relief, via Section 12J, is that it effectively reduces the cost of the investment, thereby boosting overall returns. ...

Use tax efficiency to enhance your long-term returns

7 September 2018    50
South Africans can enhance their long-term investment returns by taking advantage of suitable exemptions permitted by Sars and by reducing their income tax via rebates. ...
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