If you are a member of PSG Life under the Inflation Hedged Pension Plan product (IHPP), please contact one of our client service consultants on +27860774774 or at clientservice@psg.co.za in relation to the intended transfer of your insurance contract to another insurer.
We apply strict operational guidelines and follow best-practice advice processes to help ensure the financial advice you receive is appropriate to your needs.
As you go through different stages of life, your financial goals will change. Whether it’s a short- or longer-term goal, what does not change is the need for consistency when contributing towards your goals.
For most people, their retirement savings are not enough to retire comfortably. That is why you should start early but even if you haven’t, investing in your future is a life decision that is never too late to make.
The advice that I received allowed me to focus on the non-profit organisation, and not worry about my personal finances. Thank you for your financial guidance and for being an advocate for all we do.”
Marius van der Colff – George Super Kitchen Founder and PSG Client
Any entrepreneur will learn to partner with people who they trust and who adds value to a business. Our PSG Wealth adviser always displayed these qualities when approached for advice. I know I have a trustworthy partner who shares the same entrepreneurial drive.”
Mihir Mistry, National Director of Operations, Smartboy Food Services
Thank you for always providing useful and relevant content."
Richus Nel, PSG Wealth adviser
Our financial planners leverage off the specialist expertise of our wider network to bring a truly integrated financial planning experience.
This includes investing to achieve your financial goals, insuring your everyday and specialist risks, optimally structuring your estate for the benefit of your loved ones, making appropriate investment choices, structuring your portfolio and implementing employee benefit solutions and insurance for your business.
We can help you protect your belongings, look after your health, and care for your loved ones once you’re gone.
Protect yourself against the costs of damage to your property or household possessions caused by accidents, natural disasters or theft.
This is an established, recognised and respected investment management company with a simple, but comprehensive, range of local unit trusts and international funds. It offers investment management to long-term retail and institutional investors based on a bottom-up approach with a strong emphasis on risk management.
We can help you protect your belongings, look after your health, and care for your loved ones once you’re gone.
Protect yourself against the costs of damage to your property or household possessions caused by accidents, natural disasters or theft.
We offer a comprehensive wealth management service designed to meet your needs as an individual, family or business. Trade in shares and other securities or invest in unit trusts through our online trading and investment platform. We also offer estate planning and fiduciary services. For businesses, we offer a full suite of employee benefits and bespoke multi-managed investment solutions.
In this edition of The Wealth Perspective, Chief Investment Officer Adriaan Pask explores retirement planning for investors of different ages and looks at what can be done to maximise one’s benefits. Head of Sales Thomas Berry unpacks the effects of recent legislative changes on the retirement product landscape, and Head of Securities Wendy Myers explains the role of a securities portfolio in saving for your later years. Senior Legal Advice Specialist Gerhardt Meyer investigates the impact of retirement planning on one’s estate and beneficiaries, while Linda Kleynscheldt, Head of Actuarial and Product, provides guidance on selecting investment products for tax-efficient wealth creation. Finally, Advice and Product Specialist Robyn Laubscher considers how retirement planning changes through different life stages and offers insights on longevity risk.
Read moreThe price you pay for an asset is likely to have a key impact on the investment return over time. So when buying an asset, make sure you are doing so at the right price! In this edition, Head of Research Kevin Cousins highlights inconsistencies in the market’s assessment of risk in China, Fund Manager Mikhail Motala puts the concept of SA Inc under the microscope, and Fund Manager Philipp Wörz delves into the importance of finding global investment opportunities removed from areas characterised by greed.
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