Julian Adshade
Wealth Adviser
Julian grew up in South Africa and the UK and previously worked in wealth management for some of South Africa’s largest banks.
He holds several financial planning qualifications including a postgraduate diploma in financial planning from Stellenbosch University. He is a Certified Financial Planner® and a member of the Financial Planning Institute of South Africa. He is also a member of the Chartered Insurance Institute in the UK.
Julian specialises in advising South Africans on internationalising their wealth, South African’s relocating to the UK and on the odd occasion South Africans returning from abroad.
Outside of work, he enjoys spending time with his wife and two children or up a mountain on his mountain bike or attempting to play golf.
Retirement funds – what to do when emigrating?
by Julian Adshade | Aug 11, 2024
Retirement funds offer obvious tax benefits while you’re tax resident in South Africa. However, once you decide to leave, the situation become...
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South Africa’s two-pot retirement system explained
by Julian Adshade | Jul 29, 2024
South African pension fund members will be able to access a portion of their retirement funds from 1 September 2024 when the new two-pot retir...
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10 attributes of great financial advisers
by Julian Adshade | Jul 18, 2023
Financial advisers play a crucial role in helping individuals and businesses navigate the complex world of finance. While there are many finan...
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Retirement planning: How to prepare financially for a stress-free future
by Julian Adshade | Nov 12, 2021
After years of hard work, you want to be able to enjoy your retirement without worrying about money. Here are a few tips from private wealth m...
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Offshore investment is essential with SA’s shrinking local equity market
by Julian Adshade | May 17, 2021
Many South African fund managers are bullish for 2021 and expect SA Inc. to provide double-digit returns this year – but where will these come...
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How upcoming Regulation 28 changes will impact your retirement fund
by Julian Adshade | Mar 8, 2021
Regulation 28 is a retirement fund guideline that defines the percentage of capital that can be invested in various asset classes such as equi...
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