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| Firm | PSG Wealth |
| Suburb | Tyger Waterfront |
| Address |
Ground Floor, Bonitas Office Park,
Carl Cronje Drive,
Tyger Waterfront,
Tyger Valley,
Bellville, 7530
See Map |
| GPS | -18.6308658, 33.8793491 |
| FSP Licence | 728 |
| Languages | English and Afrikaans (in order of proficiency) |
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| Tel | 0212057373 |
| Cel | 0723408062 |
| Website | psg.co.za |
| Qualifications | |
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BSc (Hons), CFP® PGDip Investments PGDip Financial Planning PGDip Estate Planning |
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| Retirement |  |
| Investments | |
| Estate Planning | |
| Life and Disability | |
| Medical schemes | |
| Short-term insurance | |
| Business Assurance | |
| Offshore Investment | |
| Group Schemes | |
FOCUS
Advising individual and corporate clients on their financial plans by assessing their assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish strategies for the correct structuring of their financial portfolios.
OTHER COMPANIES REPRESENTED
Bidvest Life (FMI) |
BrightRock |
Nedgroup Collective Investments |
Ninety One |
PSG Securities |
PSG Wealth
Raul has been working as a financial planner at PSG since 2010.
At PSG, our clients are the heart of our business. For us, it’s important to get to know you, to understand exactly what you hope to achieve and to build a lasting relationship with you to help you succeed. We specialise in the private client market, which means that you will never take second place to large corporate clients. You have access to a full range of financial products and services, backed by our commitment to professional, personalised advice. This means that we can comfortably tailor your portfolio to your exact needs.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R250000.00 Recurring monthly: R1000.00 |
| Remuneration | Fee OR commission |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | > 50 |
| Indemnity insurance | Insurance: yes Value: R100000000.00 |
