With 24 years’ experience, and all the necessary academic qualifications, you will receive the best possible comprehensive financial advice. Assisted by a competent team of people in meeting clients’ needs. Qualifications: BComm (Risk Management) BComm Hons (Financial Planning) Certified Financial Planner CFP® Member of Institute of Stockbrokers Work Experience: 07/91- 07/99: Started career as dealer and script clerk at Ed Hern, Rudolph Inc which was bought by BoE Natwest in 1995, and later became BoE 08/99 – Currently: PSG Securities, later PSG Konsult, now PSG Wealth Affiliated with Investment Analyst Society, Institute of Stockbrokers & Financial Planning Institute
|Contact Number:||0860 66 66 00 / 083 452 2396|
|Address:||296 Glenwood Road Lynnwood Park Pretoria 0081|
We offer a comprehensive wealth management offering, designed to meet your needs as an individual, family or business.
You can trade directly in shares and other securities, or invest in unit trusts, local and offshore. We also offer a comprehensive estate planning and fiduciary service, including local and offshore trusts and the administration of deceased estates. For businesses, we offer a full suite of employee benefits and bespoke multi-managed investment solutions.