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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 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.

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.

Latest news

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Future of money banking and crypto

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PSG Asset ManagementAngles & PerspectivesNewsletters
Welcome to the latest edition of the Angles & Perspectives

As bottom-up investors we steer clear of macro forecasts. However, stock pickers risk short-changing their investors if they do not take cognisance of the environment within which companies are operating.

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The Wealth Perspective Q1 2022
Welcome to the latest edition of The Wealth Perspective

In this edition of The Wealth Perspective, Chief Investment Officer Adriaan Pask explains that while achieving financial freedom is a process, it is an achievable goal if approached correctly. Head of Sales Nirdev Desai expands on this further by providing context on the disciplines required to achieve these objectives. Head of Securities Wendy Myers looks at the role of securities in realising these goals, and Head of Technical Support Mariska Comins unpacks how to create a legacy of financial freedom for your beneficiaries. Jan van der Merwe, Head of Actuarial and Product, investigates how different products are suited to different individuals on this journey, and Mariska Comins rounds off the edition by detailing the need for a holistic view on the path to financial freedom.

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Future of South Africa’s youth

Education is recognised as being so important to the future of our youth, that it is also enshrined as a right in the constitution.

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South Africa’s youth unemployment rate is in excess of 66% and urgently needs to be addressed.

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