Newlands (constantia)

At PSG Newlands (Constantia), our clients are the heart of our business. For us, it’s important to get to know you, to understand exactly what you hope to achieve and to build a lasting relationship with you to help you succeed.

We specialise in the private client market, which means that you will never take second place to large corporate clients. You have access to a full range of financial products and services, backed by our commitment to professional, personalised advice. This means that we can comfortably tailor your portfolio to your exact needs.

We are a financial adviser practice that provides niche advice and services clients across multiple generations, preserving and building wealth through the use of a combination of local and offshore equity and unit trust portfolios.

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Our Specialised Services

Wealth Management
Wealth Planning
Wealth Management: Securities

Meet Our Team

Principals

Jabez Serfontein

Jabez Serfontein

Wealth Adviser

Kevin Waterston

Kevin Waterston

Wealth Manager

Lawrie Higham

Lawrie Higham

Wealth Adviser

Pieter Rousseau

Pieter Rousseau

Wealth Manager

Ruhan du Plessis

Ruhan du Plessis

Wealth Adviser

Advisers

Charlene Gallimore

Charlene Gallimore

Wealth Manager

Lilian Calitz

Lilian Calitz

Wealth Manager

Melandrie Bester

Melandrie Bester

Wealth Adviser

Support Staff

Annette Viljoen

Annette Viljoen

Administrative Assistant

Britney Lodewyk

Britney Lodewyk

Wealth Adviser Assistant

Carolina Viljoen

Carolina Viljoen

Client Administrator

Chantal Eden

Chantal Eden

Client Administrator

Cindy Marrow

Cindy Marrow

Senior Wealth Administrator

Gina Limba

Gina Limba

Administrative Assistant

Hlumelo Mkiva

Hlumelo Mkiva

Wealth Adviser Assistant

Jade Sookool

Jade Sookool

Wealth Administrator

Natalie Grapentin

Natalie Grapentin

Administrative Assistant

Peter Boonzaaier

Peter Boonzaaier

Wealth Adviser Assistant

Sam Fouten

Sam Fouten

Senior Wealth Administrator

Venessa Visser

Venessa Visser

Wealth Adviser Assistant

Our Latest Resources

Safety has a cost
Wealth
Safety has a cost

5 min read

"One can choose to go back toward safety or forward toward growth. Growth must be chosen again and again; fear must be overcome ag...
Flexible, practical, and resilient
Wealth
Flexible, practical, and resilient

5 min read

Here’s how strong financial plans really work… ...
Are you diversified… or just busy?
Wealth
Are you diversified… or just busy?

5 min read

We often hear investors say, “I’ve spread my risk — I’m well diversified.” ...
True wealth takes time
Wealth
True wealth takes time

5 min read

Wealth doesn’t happen in a moment. ...
Free to care
Wealth
Free to care

5 min read

When we are frequently told that we need more and more money, more success, more status, it’s easy to feel like we’re always falli...
Meaningful and secure planning
Wealth
Meaningful and secure planning

5 min read

Real financial planning goes far beyond spreadsheets, securities and stocks. It’s about connecting money to life. And sometimes, t...
Behavioural biases and heuristics
Wealth
Behavioural biases and heuristics

5 min read

How they influence your financial planning...
Choosing a trusted partnership
Wealth
Choosing a trusted partnership

5 min read

At first glance, it seems obvious why someone would seek out a financial adviser or planner; to make smarter money decisions! But ...
Context over cash
Wealth
Context over cash

5 min read

Imagine this: You’re sitting around a table with friends, and the conversation shifts to money. Someone is buying a new car, anoth...
You can’t steer a parked car
Wealth
You can’t steer a parked car

5 min read

Have you ever tried to steer a parked car? No matter how much you turn the wheel, you’re going nowhere. It’s a simple truth: movem...
Market folklore or financial facts?
Wealth
Market folklore or financial facts?

5 min read

You may not know this, but there is a joke in the investment world that October is the worst month in which to invest. It’s easy t...
The Snowball vs. The Avalanche
Wealth
The Snowball vs. The Avalanche

5 min read

Imagine standing at the base of a snow-covered mountain, looking up at the debt that's accumulated over the years. It feels overwh...
So, why do we plan?
Wealth
So, why do we plan?

5 min read

Have you ever wondered why we spend so much time planning, even when we know that life rarely goes according to plan? It’s a curio...
The behavioural blueprint for financial success
Wealth
The behavioural blueprint for financial success

5 min read

Traditionally, personal finance conversations have focused heavily on numbers, metrics, and strategies. However, Morgan Housel, in...
The Monte Carlo Fallacy
Wealth
The Monte Carlo Fallacy

5 min read

Also known as the gambler’s fallacy, the Monte Carlo fallacy is the mistaken belief that past events can influence future outcomes...
How will your assets be distributed?
Wealth
How will your assets be distributed?

5 min read

Estate planning is a vital process that involves preparing for the transfer of a person’s assets and responsibilities after their ...
Smaller, manageable chunks, today
Wealth
Smaller, manageable chunks, today

5 min read

In the hustle and bustle of daily life, it’s easy to push aside the administrative tasks that seem daunting or time-consuming. Yet...
Balancing our need for control
Wealth
Balancing our need for control

5 min read

At the heart of financial planning lies a universal truth: we plan to gain control over the unforeseen and to navigate life’s unce...
 The integral role of tax planning in financial strategy
Wealth
The integral role of tax planning in financial strategy

5 min read

When it comes to shaping a robust financial plan, understanding and preparing for the complexities of tax planning is crucial. Tax...
Closing the Behavior Gap: Navigating emotional money mistakes and asset allocation
Wealth
Closing the Behavior Gap: Navigating emotional money mistakes and asset allocation

5 min read

How often have you found yourself making impulsive decisions about your investments based on headlines or peer pressure? Maybe you...
Reaching the Summit: A Comparison of Saving for Retirement and Climbing Mount Kilimanjaro
Wealth
Reaching the Summit: A Comparison of Saving for Retirement and Climbing Mount Kilimanjaro

5 min read

I was very privileged to be able to be able to put together a Kilimanjaro Expedition with an incredible group of people, including...
More than just checking the boxes
Wealth
More than just checking the boxes

5 min read

The Real Purpose Behind Financial Planning ...
The rising currency of human skills
Wealth
The rising currency of human skills

5 min read

Information is at our fingertips, and artificial intelligence continually surpasses human capabilities in specific tasks; the land...
Accountability: Your secret weapon for financial success
Wealth
Accountability: Your secret weapon for financial success

5 min read

The financial world can be complex, teeming with jargon, concepts, and strategies that can bewilder even the most diligent among u...

Contact Our Office

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Newlands (constantia)

Contact Details

Phone Number

Email Address

Serfontein.Jabez@psg.co.za

Physical Address

2 Barmbeck
Newlands
Cape Town 7700
Marker

Newlands Constantia

Barmbeck, Newlands, Cape Town