South African Professional living in Canada? 3 Reasons why you need a Financial Dashboard

As a South African professional living in Canada, you might often find yourself struggling to keep tabs on your financial goals, juggling finances and products across both countries, and trying to manage everything in a tax-efficient way. Though it can get overwhelming, it doesn’t have to result in anxiety and confusion. There is a way to reach financial wellness with peace and clarity – even when you’re straddling tax systems, currencies and complexities. That's where a comprehensive financial dashboard comes in – enter Wealthstack!??

There’s so many reasons to get a Wealthstack Dashboard. From accessing South African financial experts who have moved to Canada to keeping tabs on things like wills and power of attorneys (plus all the financial stuff in between). We’re highlighting the 3 most important reasons you need a financial dashboard in Canada as a South African.??

We’re so sure that these reasons apply to you that we offer a 90 Day Money Back Guarantee for those who sign up to one of our Wealthstack Service Packages!??

1. You’re the best: Only You Can Truly Look After Your Financial Affairs?

Let’s be honest—nobody understands your financial situation as well as you do. Even the most seasoned financial expert can’t grasp the full picture without your input. A dashboard gives you the control and visibility you need to manage your financial affairs effectively. It’s designed to put you in the driver's seat, providing a holistic view of your finances so you can make informed decisions.?

2. You’ve got a lot on your plate: Simplify Complex Cross-Border Finances?

Moving between countries adds layers of complexity to every area of life, most especially your financial life. Besides dealing with the new culture, school system, grocery stores and career development in a new environment, you have investment accounts, insurance products, and assets in both Canada and South Africa (often in different currencies). It’s a lot!??

Wealthstack’s dashboard consolidates all your financial information into one place. Whether it’s what you hold privately or through a group, you get a clear, organized view. This simplification helps you reduce complexity and ensures you stay on top of your finances no matter where you are in your settling in process here in Canada. So you can focus on getting the “water cooler” small talk right on Monday!?

3. You're going somewhere: Gain Clarity by Linking Accounts to Goals?

One of the key benefits of the Wealthstack Dashboard is the clarity it provides on your journey to financial wellness by linking your accounts to specific financial goals. Each?investment account or insurance product is tied to a purpose, helping you understand why you bought that product in the first place, and what you need to do to reach your goal. This feature is invaluable for maintaining focus and ensuring that every financial decision supports your broader objectives.??

Just because you’re the captain on your journey to your financial wellness doesn’t mean you have to do it alone. At every step of the way a Wealthstack Expert is there to provide guidance, tips and clarity as you set goals, make financial decisions and set yourself up for the future. Whether it’s what to do with your cashed in retirement savings from South Africa or tips on investments, our Experts have you covered.??

Bonus: Secure Your Family’s Future?

While we’re at it, we couldn’t resist adding a bonus reason for a Wealthstack Dashboard. Our dashboard allows both spouses to access and manage the family’s financial information. In the unfortunate event that one spouse passes away while in a foreign country, the surviving spouse knows exactly where everything is and what they have. This is crucial for legacy planning and ensures peace of mind, knowing that your family’s financial future is secure.?

Book a demo today to see how the Wealthstack Dashboard can do all of this and more!?

Reach your Financial Goals with Peace and Clarity??

Ultimately, a Wealthstack Dashboard will bring peace and clarity to any South African professionals living in Canada navigating the complexity of immigration – including you. It empowers you to manage your finances effectively, simplifies the complexity of cross-border financial management, and secures your family’s future. With all your financial information in one place, you can focus on what truly matters—building a prosperous life in your new home.??