Q: When a home loan is fully repaid, is it financially of any benefit to transfer into home owner’s name or should the deeds be held by the Bank until the death of the home owner? On death it would presumably go into the estate and then onto the spouse, if the will was set… [Read More]
ADAM ROBINSON is a financial advisor at Hereford Group but in his efforts to help his parents decide on good financial decisions, including moving countries, he realised that there are many people aged 50 and over, who need specialised advice.
Adam has over 18 years experience in the finance industry and moved from the UK in October 2014 to start a new life with his wife and young son in Cape Town and he hasn’t looked back.
He says: 'Helping people create and protect their wealth is my passion. A well constructed financial plan as we approach our latter years is crucial. These are the questions I get:
- How do we ensure our investments are working for us?
- How do we plan for financial freedom?
- Do we have enough savings in short and long term?
- Can we afford to retire?"
We invite you to pose some questions and Adam will answer them with no obligation.
CLICK HERE to post question: Make the subject of the contact 'Finance'
You can post your question in the comment section below the articles.