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AN INVISIBLE VIRUS AFFECTED US ALL

Who would have thought, at the start of the year, that an invisible virus would cause physical, social, and economic mayhem globally?

For many people, the first reaction, when confronted with uncertainty is to self-preserve. Retreating into a safe space and protecting yourself and your family is an instinctive response. Many of us are grappling with new changes and adjustments to be made to our daily lives. How we connect with family and loved ones, how we shop for our daily commodities, how we worship etc. are all bound to change in the foreseeable future.


One thing that has become apparent, Autus clients that have sound financial plans in place, review these regularly with their advisor and who are managing their financial affairs diligently are better placed to meet this new and uncertain future. The Autus wealth advisory team is already considering how the COVID-19 pandemic will impact financial planning and advice in future. Clients are already planning their spending with more circumspection, buying the “need to have" and avoiding the “nice to have.” We believe that saving more for the proverbial “rainy day” and keeping debt manageable will receive more considerable attention.


Research had shown that individuals that make use of wealth advisors are likely to be financially better off than those who try to do planning on their own. Autus Wealth Advisors are continuing to do annual client reviews and are communicating with clients via cell phone, email, WhatsApp, and Skype where possible. We miss the face-to-face meetings, but given the current constrained environment, do not expect this form of interaction to resume any time soon. Good internal process has nevertheless ensured that all Autus administrative functions are performed seamlessly by staff who are working remotely.


Below is a link to our new digital Autus Private Client brochure. We encourage you to read and to take note of the team available to assist you with all your financial planning and investment needs. We are especially proud of the awards received last year by International Adviser in London recognizing Autus as the Best Adviser Firm of South Africa. We also received Excellence in Client Service and Excellence in Professional Development. Hardi Swart CFP®, FPI Financial Planner of the Year 2019 is a member of our dynamic team. We would be delighted if you sent this brochure to members of your family, friends and colleagues who could benefit from a confidential conversation and financial assessment from an Autus Wealth Advisor.


We thank all Autus clients for your ongoing support and encouragement during these last months. We value your ongoing trusted relationship and support and wish you and your loved ones well.


Share our new digital Autus Private Client brochure with friends, family and colleagues:

APC brochure
.pdf
Download PDF • 7.68MB

Contact an Autus Wealth Advisor at admin@autus.co.za or 086 107 7789.

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Autus Private Clients (Pty) Ltd is an authorised financial services provider (FSP 4766) in terms of the Financial Advisory and Intermediary Services Act (Act no. 37 of 2002).