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Contact information

 
 
0824131811
 
95 Dorp Street, Stellenbosch
 
https://www.psg.co.za/branch-office/stellenbosch-dorp-street-chrisley-botha

About

I am a Certified Financial Planner CFP® and wealth adviser situated in the Western Cape, but servicing clients all across South Africa. I joined PSG in 2014 after completing my investment management degree at the University of Pretoria and my post-graduate diploma in financial planning law.

I acknowledge that retirement and wealth planning are not the goalposts. I rather focus on helping my clients to create wealth and build a legacy of financial success – a legacy that tells the story of a wise investor who sought the advice of a wealth specialist.

Instead of focusing on a specific area of their finances in isolation, I focus on holistic financial planning to consider all aspects of my client's personal circumstances and financial positions to identify the actions that need to be taken to meet their future goals.

Company info

PSG Wealth

PSG Wealth is a division of the JSE-listed PSG Konsult, a leading financial services company. We focus on wealth creation, wealth preservation, asset management and insurance. Our advice-focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. PSG Wealth has been recognised as the Top Wealth Manager of the Year: Large Institutions in 2019, 2020 and 2021 in the prestigious Intellidex Top Private Banks and Wealth Managers Awards.

PSG Wealth Chrisley Botha

At my practise, our clients are the heart of our business. For us, it’s important to get to know you, to understand exactly what you hope to achieve and to build a lasting relationship with you to help you succeed. We specialise in the private client market, which means that you will never take second place to large corporate clients. You have access to a full range of financial products and services, backed by our commitment to professional, personalised advice. This means that we can comfortably tailor your portfolio to your exact needs.

We can help you with your:

Personal needs
• saving for retirement
• investing after retirement
• your children’s education
• other personal investments

Business needs
• investing your business capital
• employee benefit
• business continuity plans
• business assurance
• buy and sell agreements

Fiduciary and specialist needs
• estate planning services
Life and disability cover
• life insurance
• term insurance
• critical illness and disability cover

Medical cover
• hospital plans
• medical aid: savings and comprehensive plans
• medical gap cover

Through our partners we offer:

Fiduciary and specialist needs
• local and international trust service
• wills

Short-term insurance
• personal car and home insurance
• commercial insurance
• specialised business insurance

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