INVESTMENT STRATEGY

Finding the right investment mix is a delicate process

We refine your investment choices

1

Analyse the behaviour of different asset classes (cash, bonds, property, equity) and how they perform in a certain environment.

2

We research and construct model portfolio's that provide optimal returns given the level of investment risk

3

4

We determine the best delivery solution for your need

 
 
Blending these together we effectively reduce the volatility of your portfolio without forfeiting to much on your returns.

Shares

Unit trusts

Exchange traded & tracker funds 

Cash management

Structured notes

Offshore investments

Model portfolios

PRE-RETIREMENT PLANNING

  • Retirement planning goals and objectives
  • What does retirement mean to you?
  • Tax planning and optimisation
  • Retirement annuities
  • The appropriateness of your existing plan
  • Preservation funds​​​

RETIREMENT

  • How to prepare yourself for the day you retire
  • Understanding your choices
  • What income you need to sustain your lifestyle and capital
  • How long your retirement savings will last
  • Tax & succession planning
PROVIDERS OF INVESTMENT SOLUTIONS

Use WhatsApp to access the latest financilal planning ideas and relevant news.

HOW IT WORKS

  1. Scan QR code with your camera.

  2. Open WhatsApp and find our details.

  3. Say "Hi" to start the chat.

Your privacy is important to Quadrant Wealth and your personal information is dealt with in terms of the Quadrant Wealth Privacy Policy. All personal information, which is provided by you, will not be shared in any manner, unless you consent to it.