PSG Financial Services
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.
Top Wealth Manager of the Year: Large Institutions
2019 - 2023: PSG Wealth
South African Manager of the Year
PSG Asset Management
Growing long-term wealth requires differentiated thinking.
Trade for yourself on our online trading platform
One platform to login and trade 24/7
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
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
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.
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
Angles & Perspectives - Third Quarter 2023
In this edition, Head of Research Kevin Cousins scrutinises the long-standing role of US Treasuries as safe haven assets, and asks whether they will continue fulfilling this role in the future. Fund Manager Philipp Wörz highlights that many investors seem to be following a ‘business as usual’ approach that may be ill-equipped to weather a changing of the guard as the environment is probably undergoing a structural inflection. Lastly, Head of Fixed Income Lyle Sankar explains how we remain focused on managing the risk in our funds while constructing diversified portfolios that help clients achieve their income objectives.
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The Wealth Perspective - Third Quarter 2023
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.
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The silver lining for fixed income investors
Fixed income investors find themselves confronting three key factors that are complicating decision making in the current environment. Money market rates are at a high, but with falling inflation it seems unlikely that these will be maintained indefinitely. Many consider longer-dated government bonds as a risky choice and are hesitant to invest further out along the yield curve. And lastly, with so much uncertainty locally, some investors are tempted to rather try and take advantage of high yields offshore.
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Watch now: Think Big with Adrian Gore
Operation Health: The NHI, health insurance and the future of integrated healthcare in South Africa
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Debunking the Most Common Insurance Myths When it Comes to Your Personal Policies
Despite the fact that having adequate insurance is a prudent part of personal and financial risk management, policies are often seen as ‘grudge purchases’ that can be cancelled in a bid to reduce one’s monthly expenses. Furthermore, when policies are purchased, opting for the lowest premium possible is often the instinctive choice for many. But, when disaster strikes, having the right kind and amount of cover can provide a much-needed buffer against potential financial devastation.
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