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PSG Wealth

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PSG Wealth

We offer a comprehensive wealth management offering, designed to meet your needs as an individual, family or business.

You can trade directly in shares and other securities, or invest in unit trusts. We also offer a comprehensive estate planning and fiduciary service, including local and offshore trusts and the administration of deceased estates. For businesses, we offer a full suite of employee benefits and bespoke multi-managed investment solutions.

How to Invest

To invest directly on our online trading and investment platform, simply follow our quick, step-by-step registration process. To invest with the guidance of a financial adviser, consult your closest PSG office. Our advisers can help you to tailor an investment portfolio suited to your personal needs.

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The Wealth Perspective - Second Quarter 2020
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Welcome to the latest edition of the Wealth Perspective

Investments

Choose an investment product that suits your needs, and include your selection of unit trusts, multi-managed solutions, shares and other securities.

Stockbroking

Get direct market access to local and international markets. Trade shares and other listed instruments on our online trading platform, and build a customised securities portfolio.

Multi-Management

We use specialist skills and processes to best combine top asset managers to target your investment objectives. Invest in our range of local and global multi-managed solutions.

Employee Benefits

Implement healthcare, retirement or risk benefits for your staff and access advice on investing your business capital.

Estate and trust services

We can assist in managing the assets in your estate efficiently. We offer a full estate planning service, including local and offshore trust services. We also assist in administering deceased estates.

Life insurance

Life, disability and critical illness cover to help you look after your loved ones when faced with unfortunate life events.

Healthcare

Medical aid and gap cover to look after your healthcare needs.

Financial planning

We will work with you to help you set and prioritise your financial goals. We will then put a plan in place to help you achieve these, by considering your unique needs, circumstances and preferences.

Wealth Platform

Our platform gives you access to a suite of investments and an unrestricted choice of underlying investment instruments.

ready to invest?

With more than 200 offices throughout South Africa and both a Namibian and Mauritian presence, quality advice is on your doorstep. Find an adviser or start trading by registering for our PSG Wealth trading and investment platform.

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