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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.

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Trevor ON MONEYWEB  

How would an offshore dividend be taxed?

15 September 2020    51
Most foreign dividends are taxable at a maximum effective rate of 20% via the normal tax system. ...

Should I invest in overseas feeder funds or overseas rental property?

8 September 2020    58
The two differ significantly in terms of risk, possible returns and diversification opportunities. ...

Are RSA retail bonds an option for a pensioner requiring monthly income?

30 June 2020    148
And what are the risks? ...

Will a rand- and dollar-denominated ETF have the same returns?

27 May 2020    27
The simple answer is yes, but a number of other factors will affect returns. ...

Is it a good time to exchange dollars to rand to pay off debt?

6 May 2020    158
Or would it be better to invest the dollars offshore longer term? ...

What happens to my investments if SA is downgraded?

30 January 2020    342
Fund managers have a degree of ‘wiggle room’ to escape the harshest volatility. ...

I’m 69 and working. How do I gain more tax relief?

25 July 2019    75
A look at how to benefit from medical aid and retirement annuity contributions. ...

Should I use my provident fund to buy property and rent it out?

25 April 2019    114
There are tax implications to consider. ...

How do I get my pension to last?

12 December 2018    45
My pension resides on a Lisp via a living annuity. How do I achieve 5-8% growth, net of costs? ...
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Trevor's VIEWS  

Should you care which investment platform your advisor uses?

15 September 2020    29
Questions to ask your advisor about their choice of LISP. ...

Investing in 12J tax incentive schemes has been a win/win

29 July 2020    42
Section 12J investments have played a part in promoting job creation and stimulating economic growth, while offering investors tax relief. ...

Don’t let tax take you by surprise when you invest offshore

30 June 2020    59
South African tax residents are required to pay tax in South Africa on their worldwide income. ...

Five steps to investing offshore

3 June 2020    86
Taking your money offshore is a multi-step, administratively intense process. ...

Covid-19 and the shape of next normal

19 May 2020    17
Will Covid-19 be a catalyst for a ‘great re-set’? ...

Covid-19, oil and future investment ideas

4 May 2020    16
Where will we go from here? ...

Is it the right time to reassess your investment strategy?

17 April 2020    25
If your investments have been too concentrated, geographically or by asset-type, it might be the right time to have a word with your financial advisor. ...

When do you reinvest?

31 March 2020    63
It is simple logic that to participate in any upswing, you have to remain invested. ...

Covid-19 and black swans

5 March 2020    25
A sobering reminder of the importance of managing risk in any investment decision. ...

Do you have to invest offshore to get a proper return?

11 February 2020    31
Not necessarily, but we believe that diversification and asset allocation are the only two free lunches in the investment world. ...

Ten financial resolutions for 2020 and beyond

7 January 2020    22
If you are trapped by debt, paying your debt should be your top priority. ...

Could you be one of 7 000 people owed money by the Guardian’s Fund?

12 December 2019    155
And if you are one of the lucky ones, what should you do with your windfall? ...

Ho Ho Ho: Santa and your tax-free savings account

28 November 2019    35
A gift of an investment in your child’s or grandchild’s name has multiple benefits. ...

Why we are passive about passive investing

20 November 2019    25
Index funds carry a number of risks. ...

How to take your investment money offshore

26 September 2019    305
The pros and cons of the two routes available to South Africans. ...

At times like these, do you see a shrink or financial advisor?

19 August 2019    71
Study shows advisors who persuaded clients to stick to pre-agreed investment plans helped make a significant long-term contribution to the total value of their investments. ...

How to avoid being a victim at the hands of your financial advisor

23 July 2019    127
From time to time, the financial services industry is tarnished by fraudulent advisors and aggressive selling of unsuitable financial products to gullible investors. ...

On the brink of retiring? Three vital tips

28 June 2019    231
A look at retirement and emigration; living annuities and high offshore exposure; and where to draw your income. ...

Should you invest in things that retirees buy, to fund your own old age?

11 June 2019    47
Perversely, good investments may turn out to be in daycare and pre-primary schools for pre-school children. ...

Four more things to know about investing in private equity and venture capital

25 April 2019    19
Private equity and venture capital investing is becoming more accessible. Should you be tempted? ...

FAQs on investing in private equity and venture capital

16 April 2019    84
Four things you always wanted to know. ...

Red flag: Do your research before investing in a section 12J project

5 February 2019    67
Tips to select a profitable investment. ...

Your investment options for 2019

24 January 2019    85
2018 was a difficult investing year and 2019 is expected to be even less predictable. So how should you respond? Should you stay the course or should you tweak your investment policy for 2019? ...

Great books to read in the Christmas break

6 December 2018    15
As chosen by Rosebank Wealth staff, fund managers and clients. ...

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

9 November 2018    16
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    32
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    83
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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