This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Retirement Reimagined Ep 4: Tax-free investing after 50 - Why it’s not too late

Loading player...

In this episode, Seugnet de Villiers and Trevor Garvin explore how South Africans over 50 can still unlock meaningful growth and flexibility through a Tax-Free Investment (TFI) account. Using a real-life case study, they illustrate how even late starters can benefit from compounding, asset allocation freedom, and tax-free returns — all while supplementing traditional retirement savings.

Whether you're approaching retirement or advising someone who is, this episode offers practical insights to help make your retirement more resilient, rewarding, and tax efficient.

2 Oct 2025 English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: The inflation tug-of-war: strong growth meets higher rates.

Strong economic growth continues to support global markets, but rising oil prices, persistent inflationary pressures and geopolitical tensions are complicating the outlook for investors. In this week’s episode, Tumisho Grater, Multi-Manager Investment Analyst at Nedgroup Investments, explores the delicate balancing act facing markets as resilient economic data clashes with growing…

8 Sep 7 min

Market and economic wrap: Markets face a tough week as bond yields, oil and geopolitics test resilience.

Markets are proving resilient, but investors are navigating a more challenging environment as rising bond yields, elevated oil prices and geopolitical tensions test market confidence. In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores the factors behind the recent pullback in global equity markets, why higher…

25 Aug 6 min

Quarterly Insights: Is the investment playbook changing?

For decades, investors could rely on a familiar set of assumptions about markets, interest rates, globalisation and economic growth. Today, many of those assumptions are being challenged. In this episode of Quarterly Insights, Nic Andrew, Managing Executive at Nedgroup Investments, joins Rob Johnson, Head of Investments, to unpack the key…

14 Aug 33 min

Market and economic wrap: Markets remain resilient, but oil, inflation and geopolitics are still setting the tone.

Markets have shown resilience in recent weeks, but investors continue to grapple with the implications of higher oil prices, persistent inflation pressures, and ongoing geopolitical uncertainty. In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks the latest developments surrounding the US-Iran conflict and the Strait of…

11 Aug 7 min

Market and economic wrap: Markets find some relief as oil pulls back, but inflation and geopolitical risks remain

Markets have found some relief as oil prices retreat from recent highs, but investors continue to navigate a complex landscape of inflation pressures, geopolitical tensions, and policy uncertainty. In this week’s episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, explores the impact of ongoing US-Iran conflict, the sharp moves…

28 Jul 7 min

All episodes