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INVESTMENT STRATEGY

Finding the right investment mix is a delicate process

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
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