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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.
PSG Wealth
We offer a range of wealth management services for individuals, families or businesses. Our advisers are ready to help you build an investment portfolio to meet your financial goals. You can also invest directly on our online trading and investment platform. Get access to unit trusts, multi-managed funds and solutions, shares and other securities through our investment products. For our business clients we offer employee benefits and bespoke investment solutions to suit your requirements.
Our funds
Our fund range includes PSG Wealth Solutions and PSG Multi-Managed Funds, with both ranges designed around specific investment needs.
Find an adviser
We have financial advisers that can provide you with trusted advice to help you create, manage and preserve wealth.
Investment
philosophy
Our investment philosophy is based on three pillars to help us deliver value to our clients:
Consistent above-sector average returns
Consistent below-sector average risk
Consistent below-sector average fees
Wealth advice
We always aim to provide valuable and appropriate advice, backed by sound research. We will work with you to help understand your unique needs, circumstances and preferences to then set your financial goals and put a plan in place to achieve these goals. Our offering includes advice on investing to achieve your financial goals, optimally structuring your estate, making smart investment choices, structuring your portfolio and implementing employee benefit solutions for your business.
Meet the Wealth team
Etienne de Waal, Chief Executive Officer
Adriaan Pask, Chief Investment Officer
Thomas Berry, Head of Sales
Wealth platform
Our platform gives you access to a wide range of investment products and underlying investment instruments to help you build a portfolio suited to your specific needs.
We offer best-of-breed investment products catering to varying investor requirements, including:
- Investing for retirement
- Saving for other goals
- Investing after retirement
Underlying investment options you can choose to invest in include:
- a wide range of unit trusts from a selection of asset managers
- risk-profiled multi-managed funds
- shares and other securities
Stockbroking
Access local and international markets and trade shares and other listed instruments on our online trading platform to build a customised securities portfolio.
Latest news
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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What products to choose for your retirement savings needs
As 2025 draws to a close, and the speed at which the year has passed by hopefully slows down, there is time to reflect on how we have performed against the goals we set for ourselves at the start of the year. Saving for retirement is one item that should be on everyone’s list of annual objectives. If your list can still use a few extra ticks, consider what final sprint you can make to cross off some of the remaining items.
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Choosing financial security over instant gratification
The concept of delayed gratification – resisting an immediate reward or temptation to receive a bigger or better reward later – is not a new one. However, in a world of on-demand convenience, algorithm-driven marketing, and relentless social pressure, it has never been more relevant.
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