Season 9 Episode 12

PSG Head of Securities Wendy Myers on the principles of leaving a financial legacy

21 September 2023 · 11:27 min

In this Business Talk with Michael Avery interview, Wendy Myers – Head of PSG Securities – provides the six key principles of leaving a financial legacy. Myers is a qualified Chartered Accountant with over 20 years of experience in the financial and investing industries. In this Business Talk… interview, Myers discusses how the investment landscape is dynamic and continuously evolves. She unpacks the different asset classes that South African investors should consider for their portfolios, and explains that having an understanding of each of these classes will deliver major benefits over the long term. Myers then unpacks what is required to invest in a way that leaves a financial legacy – both for your retirement and your family – and the six key principles needed to achieve this. She concludes the interview by providing advice on how to continuously invest and incorporate your future goals into your financial planning. Show more