Through three operating divisions, the group delivers a range of financial services and a suite of financial products. The group services individuals and companies in South Africa and Namibia.
PSG’s advice-focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group’s core business principles.
We place a strong emphasis on personal service and building lifelong relationships with our clients.
With over 250 offices throughout South Africa and a presence in Namibia, our business comprises three operating divisions: PSG Asset Management, PSG Insure and PSG Wealth, each with its own dedicated focus to our clients' financial wellbeing.
We believe that sound financial advice makes a material difference for those looking to build, preserve and manage their wealth. We therefore apply strict criteria when appointing advisers and offer extensive support to maintain the quality of advice they deliver, to ensure that the advice our clients receive is of the highest standard.
We also make sure that our advice is readily accessible through a wide national footprint, allowing you to easily find a PSG adviser near you.
Our vision is to be a highly respected advice-led financial technology firm in Southern Africa and selected regions abroad.
To make a difference in the lives of all our stakeholders by creating and preserving wealth through excellence.
We are first and foremost a South African company
We want to be a good corporate citizen that contributes to the betterment of our country.
Growth is part of our DNA
Our clients are our priority
Our people are our strength
We are a team
We will provide clients with the best products, backed by superb systems
We will adapt to the constantly changing business environment
“ We undertake to always advise clients with the highest level of good faith, integrity, professional knowledge and diligence. ”
We will always prefer internal promotion, and when we hire externally, we will hire the very best people. We believe in a culture of performance and meritocracy where income, promotion and progression are always based on individual excellence and the overall betterment of our firm.
We believe that outstanding long-term service is dependent on skilled and reliable staff, and superb platforms and systems - we strive for excellence in both areas.
Providing excellent service to our customers and building a great business is a team effort. We believe in clear lines of responsibility and ownership of decisions, but we always seek to use all the available skills necessary to be informed on all business matters.
Creativity and innovation are at the heart of our business model. We constantly aim to identify new trends and potential risks. Looking into and understanding the future helps to ensure that we are not hostage to short-term budgets and current organisational structures.
Our leadership team brings a wealth of industry experience and expertise to the business.
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.
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.
Offering a full range of insurance products for both you and your business to cater to everyday, commercial and specialist insurance needs.
We partner with leading insurance providers to give you access to a wide range of insurance options.
In this edition of The Wealth Perspective our chief investment officer, Adriaan Pask, reminds us that markets are never stagnant, and just as deep roots never doubt that spring will come, investors should never doubt that markets will turn. Head of Sales Nirdev Desai borrows from the African proverb that says “if you want to go fast, go alone, but if you want to far, go together”, which exemplifies an investor’s relationship with their adviser as there's a better chance of realising financial freedom with an expert on one’s side. Our Head of Securities, Wendy Myers, talks about the importance of including securities in an investment portfolio to create a lasting legacy and Head of Actuarial and Product Jan van der Merwe delves into the details of a cash account, including what it offers and how to take advantage of it. Mariska Redelinghuys breaks down the steps involved in setting up a trust to establish a lasting family legacy before Robyn Laubscher rounds off this quarter's edition by explaining the importance of scrutinising one’s statements to check if one’s benefits still meet one’s needs.Read more
Cycles such as seasons change and repeat themselves routinely, and are identifiable by their characteristics, for example wet and dry spells, or hot and cold. Markets, economies, businesses, interest rates and inflation are also cyclical, and to maximise your wealth creation outcomes you need to understand the changing nature of markets and the impact this has on your investments.Read more
PSG Asset Management delivered a strong showing at the most recent Raging Bull Awards. The prestigious awards recognised funds that delivered category-leading performance for various periods ended 31 December 2022.Read more