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Stuck In High-Fee Investments? 6-Year Rule

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I always preach this: Keep your fees low to maximise portfolio growth. But what if you're already invested in high-fee products? Today I'm introducing my 6-year rule for exiting high-fee products.

Disclaimer: Content produced by Money with Carla is intended as educational only. It does not substitute the need for professional investment advice. Although I do everything I can to ensure calculations are accurate, they could include errors. Please consult a licensed professional before investing in investment products. Money With Carla is not a licensed advisor and does not sell investment products.
Chapters
  • 00:00 Intro
  • 00:25 Fee-Paying Fran vs. Independent Izelle
  • 02:25 Tax and Exit Fees
  • 05:00 Fee-Paying Fran vs. Independent Fran
  • 06:10 What should Fran do?
31 Jan 2027 English South Africa Investing

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