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Do You Plan Your Wealth Like You Plan Your Business? | 10 Reasons to attend Wealth Summit 2026 Live
Your wealth deserves a plan. Here’s why you should join us LIVE. Please watch this video I took with Garth and Anthony this morning. You make time to plan your business. This Thursday and Friday, give your wealth that same attention. I sat down with Garth Wellman and Anthony Dinham from Caleo Capital to discuss what we’re preparing for the Wealth Summit. Watch the video above for a taste of the conversations we’ll be having. Here’s what you can expect to take away: ✅ Clearer priorities for 2027. Understand what has changed this year and the opportunities and risks to consider as you plan ahead. ✅ A better understanding of your exposure. Explore diversification and whether too much of your financial future depends on the same country, sector or business. ✅ Stronger foundations for your wealth. Understand how tax, structuring and residency connect to retirement, family and legacy planning. ✅ A practical view of how your money could support you. Watch Anthony demonstrate an asset-income model and see how different assumptions affect your long-term plan. ✅ Insight into how a family office thinks. Join an investment committee-style discussion about how opportunities and risks are assessed together. Why make the effort to attend live? You can ask questions, seek clarification and help shape the discussion. We’ll gather questions on day one to inform the family-office conversations on day two. - Day one: Work on your numbers, goals and Wealth Operating System. - Day two: Explore the family-office principles that help you put your plan into action. 📅 5–6 November 2026 🕚 11:00–16:00 SAST each day 💻 Live online Already booked? Protect the time in your diary and come ready to participate. 👇 Book your seat: https://wealthhackers.ai/2027 What’s the one wealth question you’d most like Garth and Anthony to address? Put it in the comments below. PS Here are 10 reasons to attend live: - Ask the family office your questions. Speak directly with Garth and Anthony about the wealth topics that matter to you. - Turn uncertainty into a plan. Understand how to respond thoughtfully to a changing world instead of letting headlines drive your decisions. - Prepare for 2027. Explore what has changed this year and what to consider as you position your wealth for the year ahead. - Understand where you’re exposed. Learn why diversification matters and how seemingly different investments can depend on the same things. - See how a family office evaluates decisions. Join an investment committee-style discussion about opportunities, risks and trade-offs. - Understand the foundations before you invest. See how tax and structuring connect to your investment decisions and long-term goals. - Plan for a family that lives across borders. Explore how residency and different jurisdictions can affect retirement, legacy and generational planning. - Discover the six pillars of wealth. Understand how the parts of your financial life fit together into one coordinated plan. - Watch wealth planning come to life. See Anthony demonstrate an asset-income model and how changes to assumptions can affect how long your capital lasts. - Help shape the conversation. Bring your questions from day one into the family-office discussions on day two, with the opportunity to ask follow-up questions live.
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Tony De Gouveia
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