Females discussing financial steps around the table

08 Aug 2022

Taking your next financial steps

Are you ready to start discussing your financial future, but wondering what your options are and how to get started?


Investec’s Alice Wright sat down for an open and honest discussion with founder and director of The Women’s Chapter, Michelle de Klerk. During the session they simulated what a first discussion with an investment manager might look and feel like.

Through the masterclass the audience gained insight into some of the practical steps they could take toward owning their financial journey.


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The contents of this presentation do not constitute a formal recommendation or personal advice and no action should be taken, or not taken, on account of the information provided. We are not tax specialists and any tax advice should first be discussed with your accountant/tax specialist. Please note that the value of investments and the income derived from them may fluctuate and investors may not receive back the amount originally invested. Past performance of an investment is no guide to its performance in the future. Current tax levels and reliefs may change and the investments and investment services referred to may not be suitable for all investors. Opinions, interpretations and conclusions represent our judgement as of this date and are subject to change. Reproduction prohibited without permission.