CALL US021 001 2323

What to expect from your portfolio manager

  • Diligent assessment of your investment goals and requirements before offering best independent advice to meet those requirements
  • Comprehensive, up-to-date financial advice and holistic financial planning where required
  • A personalised, tailor-made, risk-adjusted portfolio to meet your investment objectives
  • Benefit from access to the best financial planning tools, fund analysis tools and fund calculators to provide accurate, complete planning and monitor and compare fund performance
  • Monitoring your investment portfolio and making certain that you are invested in the most appropriate assets to meet your investment goals
  • Regular investment reviews, occurring quarterly, with bi-annual and annual reviews.  Recommended adjustments are applied where necessary

 

In addition, you will benefit from your portfolio manager engaging in

  • Regular industry fund management presentations including Allan Gray, Coronation, Nedgroup and Foord – up-to-date fund manager views inform fund allocations and ensure that portfolios are appropriately positioned
  • Participating in monthly fund manager visits and brainstorms to gain valuable insight into fund strategies and positions
  • Attending regular financial planning seminars and training programmes to stay abreast of changes in the financial services industry and provide best advice

 

Look forward to

  • Access to your online account
  • Bi-monthly newsletters focusing on market events and their impact on market views
  • Access to your dedicated team during working hours – Client Portfolio Manager, Client Services Manager, Managing Director – for financial market queries and advice or administrative queries and requests

Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?

Chat to your portfolio manager

×

Let's chat

One of our investment consultants will contact you shortly.
×

Newsletter Signup

Please complete all information below to sign up.
×

Need Advice?

xxx OK
×

Calculate my Retirement Needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?