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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
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
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.
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