Matthew Hougaard

Senior Associate

About Matthew

Matthew was born and raised in Zimbabwe before moving down to the beautiful country of South Africa. After graduating from the University of Cape Town with a B.Com in Economics and Finance, he started in the financial services industry where he has been working for more than five years. Specialising in Offshore retirement and tax-efficient planning for a number of years, Matthew developed a key focus around the recent expat tax changes coming into effect in March 2020 and assisting clients with this going forward. With a fundamental emphasis around adding value to his clients, Matthew identifies their needs and tailors suitable solutions to not only look after them but their families in the future. Matthew enjoys travelling and spending time outdoors as well as playing various sports. Having come from a sporting and active background, he applies the hard work ethic on the field into looking after his clients according to their financial requirements.

Qualifications

  • Bachelor of Commerce in Economics and Finance
  • CISI Level 3 Certificate in Wealth & Investment Management
  • CISI Level 1 – Certificate in International Wealth Management
  • RE5 (South African local regulatory exam)
  • Currently studying for level 4

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.