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PSG Wealth

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Insure InShort
Fire safety should be at the heart of your business

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Think Big Series Future
Catch-up: Think Big with Matthew Stern

Director of DNA Economics

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PSG Asset Management Angles & Perspectives Newsletters

Welcome to the latest edition of the Angles & Perspectives - Q1 2025

Volatility is expected to remain high for some time globally. In this edition, we explore how investors can navigate this uncertainty and still aim to grow and maintain their wealth. Fund Manager Shaun le Roux discusses positioning portfolios for policy changes affecting the macro environment, Head of Equities Justin Floor highlights the role special situations can play in adding sources of uncorrelated returns to portfolios and Fund Manager Dirk Jooste highlights how the PSG Stable Fund targets an asymmetric return profile while retaining a meaningful allocation to growth assets.

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PSG Asset ManagementAngles & PerspectivesNewsletters
Positioning portfolios for policy changes: a fragile GNU and a new world order - Angles & Perspectives Q1 2025

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Annual ResultsPSG Financial Services
PSG Financial Services Limited Year End Results – 28 February 2025

PSG Financial Services (the group) delivered a 24.7% increase in recurring headline earnings per share and a return on equity of 26.6%. According to Chief Executive Officer Francois Gouws, operating conditions remained challenging, but more favourable equity market conditions impacted positively on the group’s results during the year.

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Industry viewsWealth Perspective Q1
A mindset for achieving financial freedom

Financial freedom is a goal that many aspire to, yet few truly achieve. It’s often viewed as a simple formula: earn more, save diligently and invest wisely. However, financial freedom also entails establishing sound financial habits early on so you can build enough wealth, passive income streams, or savings to comfortably cover your expenses and live financially free.  

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PSG Asset ManagementPSG AngleNewsletters
How fixed income investors should manage downside risks while targeting high real yields

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InsureInShort
Fire safety should be at the heart of your business

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WealthBudget Speech2025/2026
Budget Speech 2025/2026

A summary of key Budget provisions and highlights, as well as an infographic of the South African Budget Speech 2025/2026.

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Latest Articles

21

May

DIE WAARDE VAN ’N GOEIE BELEGGINGSPLAN

President Donald Trump se onlangse aankondiging van invoertariewe en die daaropvolgende reaksie van groot wêreldmonopolieë soos China, Kanada en die Europese Unie het veroorsaak dat aandelemarkte wêreldwyd oornag getuimel en winste ter waarde van triljoene dollar op die aandelebeurse uitgewis is.


21

May

THE VALUE OF A SOUND INVESTMENT PLAN

President Donald Trump’s recent import tariff announcement and the subsequent response of major global monopolies such as China, Canada and the European Union have caused global stock markets to tank overnight wiping out stock market profits worth trillions of dollars.


21

May

Meaningful and secure planning

Real financial planning goes far beyond spreadsheets, securities and stocks. It’s about connecting money to life. And sometimes, the most important questions aren’t just “Can we afford it?”, but, “Is this the right decision for our lives right now?”  


20

May

Welcome to the latest edition of the Angles & Perspectives - Q1 2025

Volatility is expected to remain high for some time globally. In this edition, we explore how investors can navigate this uncertainty and still aim to grow and maintain their wealth. Fund Manager Shaun le Roux discusses positioning portfolios for policy changes affecting the macro environment, Head of Equities Justin Floor highlights the role special situations can play in adding sources of uncorrelated returns to portfolios and Fund Manager Dirk Jooste highlights how the PSG Stable Fund targets an asymmetric return profile while retaining a meaningful allocation to growth assets.


13

May

As dit te goed is om waar te wees...

‘Onthou, Oom, as dit te goed is om waar te wees. . .’


13

May

Wees soos ryk Kosie; begin op 25 spaar

Dr Lourens Bosman, ’n baie senior predikant in die NG Kerk en ten nouste betrokke by strategiese beplanning, sê onlangs jy kan nie ’n belangrike aspek soos die visie van ’n organisasie een keer met die lede van die organisasie deel en dink dit is genoeg nie – jy kan die herhaling van daardie boodskap met 10 vermenigvuldig voordat dit behoorlik gehoor en ingeneem word.


12

May

Bou welvaart wat jou sal oorleef: Boedelbeplanning vir die moderne Suid-Afrikaanse gesin

In ʼn wêreld waar welvaartskepping dikwels jare van opoffering en oordeelkundige beplanning verg, is die verbasend hoe min Suid-Afrikaners moeite doen om te beplan vir die dag wanneer hulle nie meer daar is nie. ʼn Onlangse studie het getoon dat meer as 70% van Suid-Afrikaners nie ʼn geldige testament het nie. Boedelbeplanning is nie meer net vir die superrykes bedoel nie – dis ʼn noodsaaklike strategie vir middel- tot hoë-inkomsteverdieners wat hul nalatenskap wil beskerm en vir toekomstige geslagte voorsiening wil maak.


12

May

Building Wealth That Outlives You: Estate Planning for the Modern South African Family

In a world where wealth is often built through years of sacrifice and careful planning, it’s surprising how few South Africans take the time to plan what happens after they’re gone. A recent study revealed that over 70% of South Africans don’t have a valid will in place. Estate planning is no longer just for the ultra-wealthy — it’s an essential strategy for middle to high-income earners who want to protect their legacy and support their families for generations to come.


05

May

Navigating market turmoil with clarity and confidence

A few years ago, I had the pleasure of embarking on the Perlemoen Trail at Pearly Beach, a stunning four-day hike in the Western Cape. The experience was nothing short of magical. It was a perfect blend of learning and exercise, showing me that even the toughest trails can be enjoyable with the right mindset and support. This adventure taught me valuable lessons that are incredibly relevant to navigating market turmoil with clarity and confidence.


05

May

Hoe om die warboel in die markte met duidelikheid en doelgerigtheid te navigeer

ʼn Paar jaar gelede het ek die plesier gehad om die pragtige Perlemoen-staproete oor vier dae in die omgewing van Pearly Beach in die Wes-Kaap aan te pak. Dit was ʼn wonderlike ervaring – die perfekte kombinasie van lesse en oefening wat my gewys het dat ʼn mens met die regte ingesteldheid en ondersteuning selfs die taaiste staproetes kan geniet. Hierdie avontuur het my waardevolle lesse geleer wat ongelooflik relevant is om die warboel in die markte met duidelikheid en doelgerigtheid te navigeer.


25

April

Catch-up: Think Big with Matthew Stern

Director of DNA Economics


25

April

Why a will is so important

Why do you have to draft a valid Will?


25

April

 Die belangrikheid van ’n Testament

Waarom moet u ’n geldige testament opstel?


16

April

PSG Financial Services Limited Year End Results – 28 February 2025

PSG Financial Services (the group) delivered a 24.7% increase in recurring headline earnings per share and a return on equity of 26.6%. According to Chief Executive Officer Francois Gouws, operating conditions remained challenging, but more favourable equity market conditions impacted positively on the group’s results during the year.


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