Financial Advice | Financial Planning | PSG

Financial advice

What is financial planning?

We consider your unique needs and work with you to plan for your financial objectives.

Building, growing and maintaining your financial wealth requires careful planning. Tailored financial advice is the key to achieving financial security and independence. Our qualified financial advisers are experts who can help you navigate life’s uncertainties. Our holistic approach helps you to see the bigger picture.

Your long-term financial partners

True wealth is built over time, and preserved from one generation to the next. We understand that financial planning should be a long-term partnership built on trust, mutual respect, a proven process and the best products available in the market.

From local to offshore investments, we offer unit trusts, fiduciary services, risk cover, healthcare, share portfolios, and insurance cover – our network of experts takes a holistic approach to deliver tailored advice you can trust, now and in the future.

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Advice for yourself

As truly professional financial advisers, we bring you access to a range of best-of-breed solutions from a variety of product providers. We ensure the financial advice you receive is appropriate to your needs.

Advice for your estate

Our comprehensive services include estate planning and drafting of your will to ensure your assets are distributed efficiently and according to your wishes when you pass away.

Advice for your business

We consider the unique needs of your business and can offer a tailored employee benefits package.



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Catch up: Think Big with Dr Duncan Pieterse

Director-General of the National Treasury of South Africa.

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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.

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Wealth Perspective Q4
The Wealth Perspective - Fourth Quarter 2023

In this edition of The Wealth Perspective our chief investment officer, Adriaan Pask, reflects on the actions you should be considering today to plan for a comfortable retirement in the future. Our head of sales, Nirdev Desai, builds on this by explaining that although such long-term planning may involve navigating some uncomfortable periods, these are a normal part of a successful long-term investment journey. Head of Securities Wendy Myers debunks some of the myths around investing in shares – a crucial part of any long-term investment strategy, and legal advice specialist Mariska Redelinghuys explains how selecting an investment product is dependent on the needs of the individual. Head of PSG Life and PSG Invest Haydn Johns shares insights on how to gain the maximum benefit from a year-end bonus before Advice and Product Specialist Robyn Laubscher rounds off this quarter’s edition by exploring the benefits of contributing to a child’s retirement savings. 

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Busting Myths Surrounding Trading in Shares 

When it comes to the world of investing, many people have no idea where to start, how to invest, and what risks are prevalent when investing. The aim of this article is to debunk the myths surrounding trading in shares and to help you to make informed decisions that will stand you in good stead in the long run. 

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