We offer Investment and Retirement Planning for both individuals and companies with a gateway to all major asset classes. You can have a platform created with various fund managers all within one investment and diversify among all major asset classes with the unique offerings mentioned below.
- Money Market Funds
- Retirement Annuity
- Satrix (index tracking funds)
- Provident Funds
- Unit Trusts
- Pension Funds
- Flexible Investment Plan
- Corporate Retirement Annuities
- Share Portfolios
- Preservation Funds
- Living Annuity
- Wrapper Funds
- Offshore Investments
Here are some asset classes where your money can be diversified into:
|Property||You have the option of investing into the listed JSE Property Companies as a shareholder.|
|Cash & Bonds||You can have your investment diversified amongst all major bank via a Money Market fund or any other FSB Regulated fund.|
|Commodities||You can invest into the mining companies or directly into the commodities index.|
|Equities||You have the choice of Pro Active Management or simply tracking the JSE sectors - from the smaller JSE companies to the larger Blue Chip top 40 shares.|
Asset Management Companies
Fanie Du PreezIndependent Financial Advisor & Director
Fanie is an Independent Financial Advisor with 35+ years experience. He is a fully qualified Financial Intermediary and a member of the FIA and CMS. Fanie established himself as being the top Advisor for Sanlam Life and PPS for numerous years and has earned awards and accolades for service excellence.
|+27 41 391 6136|
|+27 72 661 5833|
|+27 41 364 3018|
Anton Du PreezIndependent Financial Advisor & Director
Anton has been working as an Independent Financial Advisor since 1997. He is a fully qualified Financial Intermediary and a member of both the IBC and CMS. His experience in the young and upcoming professional market serves his clients well as he knows and understands their unique needs.
|+27 83 445 2066|
Mariska BassonIndependent Financial Advisor
Mariska is an independent Financial Advisor with 20+ years’ experience in the financial industry. Mariska is member of the FIA and CMS.
|+27 41 391 6139|
|+27 83 953 0571|
|+27 41 364 3018|