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, Head of Research Kevin Cousins explains why trust matters for economies and markets, and Fund Manager Shaun le Roux asks whether the investment industry is underestimating the valuable role commodity shares can play in portfolios going forward, before we delve into a case study on Anglo American with Analyst Nomandla Duma. Finally Head of Fixed Income Lyle Sankar explains why it is important to think about event risk in terms of probabilities and how this helps us to secure better outcomes for our clients.
Read moreIn this edition of The Wealth Perspective, Chief Investment Officer Adriaan Pask looks at what young investors can learn from market history and Head of Sales Nirdev Desai examines the importance of having a disciplined approach to saving. Head of Securities Wendy Myers unpacks when to consider opening an equity portfolio and Legal Advice Specialist Mariska Redelinghuys explains how to get started with an estate plan. Head of PSG Life and PSG Invest Haydn Johns then explores the types of investment products that young people should be considering before Advice and Product Specialist Robyn Laubscher rounds off this quarter’s edition by detailing the benefits that a financial adviser can offer in helping investors reach their desired financial outcomes.
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