Wealth Management Services

Investment Management

A sensible way to grow your wealth is by investing in unit trusts or another type of savings product which meets your personal financial goals.

    Financial Freedom Through Strategic Investment.

    There is a wide range of products from which to choose, including but not limited to retirement annuities (RAs) unit trusts, exchange-traded funds, and property.

    Business Finance Solutions

    Did you know that there are more than 9000 unit trust funds from which you can choose to invest?

    There are many personal factors to consider when deciding to make an investment, these can include

    1. Your financial goals: Short, medium and/or long-term, perhaps you’re planning for your retirement, saving for your child’s education or a vacation.
    2. The time period you’re willing to invest. Certain funds have a minimum time horizon.
    3. How much risk you’re prepared to take. We are independent investment advisors and can, therefore, compare multiple investment products to match your needs with no conflict of interest.
    Return to Wealth Management

    Our team of independent financial advisers will explain and guide you through the ins and outs of the different products so that you can make an informed decision about which type of investment suits you best.

    Let us help you grow your Wealth.

    We offer a free discovery meeting with no obligation, this enables us to find out more about you & very often agree on a course of action for moving forward.

    Contact us Today
    Finance Solutions
    Pretoria South Africa

    Selati Park, Suite 2
    36 Selati Street
    Alphen Park
    Pretoria 0081

    Cape Town South Africa

    50 Long Street
    Western Cape
    Cape Town

    Lisbon Portugal

    Rua Santo Amaro 148
    First Floor
    Lisbon 1300-516