Fraudulent Telegram and WhatsApp groups
Please beware of fraudulent Telegram and WhatsApp groups impersonating PSG Financial Services, our divisions and our advisers. Be cautious, verify links and contact your adviser or Client Services if you have any queries or concerns.
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.
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.
Latest news
A plan to mitigate longevity risk
For centuries, humans have grappled with mortality and the fears it brings. We have spent just as long seeking ways to mitigate this risk and prolong life. This quest has included absurdities like ingesting liquid mercury in ancient China, performing young blood transfusions in the late Middle Ages and swallowing radioactive tonics in the early twentieth century. Today, modern medical advances are making longer lifespans a reality. However, these achievements have brought a new challenge in the form of longevity risk, the exact opposite of what we always feared.
Read more
Investing with family financial goals in mind
Financial planning has evolved in recent years to not focus exclusively on the individual investor, but to consider the wider family too. A proverb that encapsulates why family-focused financial planning will benefit future generations is: “If you want to go fast, go alone; if you want to go far, go together.” A good starting point for those planning for the financial needs of their family and future generations is aligning investment values and goals with those of their family through careful product and investment selection.
Read more
To reach your financial goals, you need to define them first
Financial success rarely happens overnight or by accident – achieving financial stability or wealth requires a clearly defined strategy. An analogy can be drawn between finances and a national sports team preparing for a World Cup. A team doesn’t simply arrive at a tournament unprepared and say, “We want to win.” Instead, they develop a strategy, select the right players, analyse their opponents, and commit to disciplined structure and training that form the building blocks of their success.
Read more
Stay Informed
Sign up for our newsletters and receive information on finance.
