Home | PSG Financial Services

What we can do for you

Get the right advice for you

We apply strict operational guidelines and follow best-practice advice processes to help ensure the financial advice you receive is appropriate to your needs.



Start saving with your extra cash

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.


Plan for your retirement

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.

 

What we have done for others

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

Insurance

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

Wealth

Thank you for always providing useful and relevant content."
Richus Nel, PSG Wealth adviser

Asset Management

Financial advice

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.

What are my options?

Save & invest

Your first step to achieving any savings goal is to develop a holistic financial plan to effectively allocate your hard-earned savings.

Investments

Investing is when you spend your money on something that promises to deliver future returns, most likely in financial markets. Investing has higher risk and is best for longer-term goals, such as investing for your retirement.

Retirement

What do you want your retirement to look like? If you are looking for a quality lifestyle in retirement, then retirement planning should be on your priority list. You should start saving sooner rather than later for your retirement.

Stockbroking

Owning and trading shares can be very exciting. It can be daunting if you don’t know what you’re doing, especially during uncertain times. We therefore offer you options: you can either do your own trading or opt for a managed portfolio through a skilled wealth manager.

Insurance

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.

PSG Asset Management

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.

PSG Insure

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.

PSG Wealth

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.

Latest news

Card image cap
Think Big SeriesFuture
Catch-up: Think Big with Moeletsi Mbeki

Political Analyst

Read more
Card image cap
PSG Asset ManagementAngles & PerspectivesNewsletters
Welcome to the latest edition of the Angles & Perspectives

In this edition, Head of research Kevin Cousins delves beneath the surface of the energy sector’s reputation as a risky investment, Chief Investment Officer John Gilchrist asks whether the investment industry is overlooking the value that low levels of correlation bring as a portfolio diversifier, and Deputy Chief Investment Officer Greg Hopkins and Fund Manager Philipp Wörz explain why the opportunities we are finding in global markets tend to be outside the currently popular areas.

Read more
Card image cap
Wealth Perspective Q1 2024
The Wealth Perspective - First Quarter 2024

In this edition of The Wealth Perspective, Chief Investment Officer Adriaan Pask shares his insights on the use of cash in portfolio and wealth management while Head of Sales Nirdev Desai explains how investors can mitigate the risks associated with investing too much of their savings in cash. Head of Securities Wendy Myers explains how cash can be an effective tool when investing in equities, and Head of PSG Life and PSG Invest Haydn Johns shares insights on how this is supported by our fund investment platform. Legal Advice Specialist Mariska Redelinghuys looks at the important aspects investors should consider when constructing a holistic estate plan, before Advice and Product Specialist Robyn Laubscher rounds off this quarter’s edition by unpacking why an emergency fund is a critical part of holistic financial planning.

Read more
Card image cap
PSG Asset ManagementRaging Bull AwardsAwardsPSG Awards
PSG Asset Management Delivers Ongoing Investment Excellence at the Raging Bull Awards

Read more
Card image cap
EnglishPSG Financial ServicesSONA
SONA 2024 Summary

The FTSE/JSE All Share Index and the rand weakened yesterday ahead of President Cyril Ramaphosa's State of the Nation Address (SONA). At 18h00, the rand had weakened by 0.51% to trade at R18.98 against a broadly stronger US dollar, while the JSE lost 0.79% to trade at 73 725 points.

Read more
PSG Financial Services +27 (21) 918 7800

Stay Informed

Sign up for our newsletters and receive information on finance.

©2024 PSG Financial Services Limited. All rights reserved. Affiliates of PSG Financial Services, a licensed controlling company, are authorised financial services providers.
Message us