Nelis Brink is a Wealth Adviser and Director at PSG Wealth Route 21 in Pretoria, one of the top employee benefits offices in the PSG adviser network. Nelis was born and raised in Pretoria. He matriculated from Waterkloof High School in November 2007 and graduated from the University of Pretoria with a Bachelor in Business Management in 2010. After receiving his degree, he joined Momentum Wealth as a Broker consultant and in 2012 became a Wealth Adviser at PSG Wealth Route 21. In 2015 he completed his Post Graduate Diploma in Financial Planning at the University of the Free State and in 2016 obtained the Certified Financial Planner designation. At this year’s annual PSG conference, he was a finalist for the best Wealth Adviser, out of 789 advisers, within PSG.
Nelis specialises in Investment and provides recommendations to individuals enabling them to fulfil their goals related to wealth planning for retirement. He is actively involved with his investor’s investment portfolios ensuring that each client’s goals, objectives and risk tolerance are met. He provides guidance through economic and market trends that impact investment performance.
He believes that successful wealth management entails a collaborative relationship between the client and the Wealth Adviser who needs to identify, develop and coordinate the services and solutions that can preserve and enhance wealth. Nelis strives to take a holistic view of his clients’ finances, putting their interests first and providing clear direction in order to steer their financial future. He credits his success to being positive and always aims to invoke confidence and trust in his clients as interactions that lack honesty and integrity can undermine even the highest degree of technical competence.
Most important of all – he enjoys what he’s doing! He has a passion for the financial world and all its challenges.
PSG is a leading independent financial services group, in operation since 1998.
WHO WE ARE
We deliver a broad range of financial services and products to individuals and enterprises.
We focus on wealth creation, wealth preservation, asset management and
insurance. Throughout, we place a strong emphasis on personal service and building lifelong relationships with our clients.
WHAT WE DO
PSG Wealth offers a comprehensive wealth management service designed to meet your needs as an individual, family or business. Through our online trading and investment platform, you can trade directly in shares and other securities, or invest in unit trusts. 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.