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0860 774 774clientservice@psg.co.za
PSG Asset Management

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0860 600 168assetmanagement@psg.co.za
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PSG FINANCIAL SERVICES

PSG's advice focused business is founded on personal service, lifelong
relationships with clients, integrity, trust and transparency. These values are
encapsulated in the group's core business principles.

How to get started Find an adviser


ANNUAL RESULTS


ANNUAL RESULTS FOR THE YEAR ENDED 29 FEBRUARY 2024

We released our full-year results for the period ending 29 February 2024, citing
a 23.4% return on equity and an 11% increase in recurring headline earnings per
share. The group also increased assets under management by 15% over the prior
year.

Read more


THINK BIG SA COMPETITION


IN COLLABORATION WITH ERSA

With this new competition we want South Africans to become aware, involved and
bring forward positive, constructive solutions, leading to a sustainable future
for our country.

Learn moreEnter now


THINK BIG SERIES


MOELETSI MBEKI: POLITICAL ANALYST

Navigating Change: The Aftermath of the National Elections
Facilitated by Alishia Seckam: Broadcast & Financial Journalist

Watch hereView our previous webinar


PSG ASSET MANAGEMENT


DELIVERING ONGOING INVESTMENT EXCELLENCE AT THE RAGING BULL AWARDS

Partner with the Big Picture Thinkers

Find out moreVisit Asset Management


TRADE FOR YOURSELF ON OUR ONLINE TRADING PLATFORM


ONE PLATFORM TO LOGIN AND TRADE 24/7


Trade nowLearn more
PreviousNext


WHAT WE CAN DO FOR YOU


GET THE RIGHT ADVICE FOR YOU

We apply strict operational guidelines and follow best-practice advice processes
to help ensure the financial advice you receive is appropriate to your needs.





Find the right adviser for me


START SAVING WITH YOUR EXTRA CASH

As you go through different stages of life, your financial goals will change.
Whether it’s a short- or longer-term goal, what does not change is the need for
consistency when contributing towards your goals.




How do I start saving


PLAN FOR YOUR RETIREMENT

For most people, their retirement savings are not enough to retire comfortably.
That is why you should start early but even if you haven’t, investing in your
future is a life decision that is never too late to make.

 

View my options


WHAT WE HAVE DONE FOR OTHERS

“

The advice that I received allowed me to focus on the non-profit organisation,
and not worry about my personal finances. Thank you for your financial guidance
and for being an advocate for all we do.”
Marius van der Colff – George Super Kitchen Founder and PSG Client

Insurance
“

Any entrepreneur will learn to partner with people who they trust and who adds
value to a business. Our PSG Wealth adviser always displayed these qualities
when approached for advice. I know I have a trustworthy partner who shares the
same entrepreneurial drive.”
Mihir Mistry, National Director of Operations, Smartboy Food Services

Wealth
“

Thank you for always providing useful and relevant content."
Richus Nel, PSG Wealth adviser

Asset Management



FINANCIAL ADVICE

Our financial planners leverage off the specialist expertise of our wider
network to bring a truly integrated financial planning experience.

This includes investing to achieve your financial goals, insuring your everyday
and specialist risks, optimally structuring your estate for the benefit of your
loved ones, making appropriate investment choices, structuring your portfolio
and implementing employee benefit solutions and insurance for your business.

Find an adviser for meCall me back



WHAT ARE MY OPTIONS?


SAVE & INVEST

Your first step to achieving any savings goal is to develop a holistic financial
plan to effectively allocate your hard-earned savings.

How to start savingFind an adviser for me


INVESTMENTS

Investing is when you spend your money on something that promises to deliver
future returns, most likely in financial markets. Investing has higher risk and
is best for longer-term goals, such as investing for your retirement.

Find out more


RETIREMENT

What do you want your retirement to look like? If you are looking for a quality
lifestyle in retirement, then retirement planning should be on your priority
list. You should start saving sooner rather than later for your retirement.

Find out more


STOCKBROKING

Owning and trading shares can be very exciting. It can be daunting if you don’t
know what you’re doing, especially during uncertain times. We therefore offer
you options: you can either do your own trading or opt for a managed portfolio
through a skilled wealth manager.

Find out more



INSURANCE

We can help you protect your belongings, look after your health, and care for
your loved ones once you’re gone.

Protect yourself against the costs of damage to your property or household
possessions caused by accidents, natural disasters or theft.

Insure my thingsInsure myself


PSG ASSET MANAGEMENT

This is an established, recognised and respected investment management company
with a simple, but comprehensive, range of local unit trusts and international
funds. It offers investment management to long-term retail and institutional
investors based on a bottom-up approach with a strong emphasis on risk
management.

Find out more


PSG INSURE

We can help you protect your belongings, look after your health, and care for
your loved ones once you’re gone.

Protect yourself against the costs of damage to your property or household
possessions caused by accidents, natural disasters or theft.

Find out more


PSG WEALTH

We offer a comprehensive wealth management service designed to meet your needs
as an individual, family or business. Trade in shares and other securities or
invest in unit trusts through our online trading and investment platform. We
also offer estate planning and fiduciary services. For businesses, we offer a
full suite of employee benefits and bespoke multi-managed investment solutions.

Find out more


LATEST NEWS

Wealth Perspective Q2

THE WEALTH PERSPECTIVE - SECOND QUARTER 2024

In this edition of The Wealth Perspective, Chief Investment Officer Adriaan Pask
looks at what young investors can learn from market history and Head of Sales
Nirdev Desai examines the importance of having a disciplined approach to saving.
Head of Securities Wendy Myers unpacks when to consider opening an equity
portfolio and Legal Advice Specialist Mariska Redelinghuys explains how to get
started with an estate plan. Head of PSG Life and PSG Invest Haydn Johns then
explores the types of investment products that young people should be
considering before Advice and Product Specialist Robyn Laubscher rounds off this
quarter’s edition by detailing the benefits that a financial adviser can offer
in helping investors reach their desired financial outcomes.

Read more
PSG Asset ManagementPSG AngleNewsletters

BRINGING A DIFFERENTIATED PERSPECTIVE TO GLOBAL INVESTING



Read more
Think Big SeriesFuture

CATCH-UP: THINK BIG WITH MOELETSI MBEKI

Political Analyst

Read more
InsureInShort

TOP INSURANCE CONSIDERATIONS FOR UP-AND-COMING ENTREPRENEURS



Read more
PSG Asset ManagementAngles & PerspectivesNewsletters

WELCOME TO THE LATEST EDITION OF THE ANGLES & PERSPECTIVES

In this edition, Head of research Kevin Cousins delves beneath the surface of
the energy sector’s reputation as a risky investment, Chief Investment Officer
John Gilchrist asks whether the investment industry is overlooking the value
that low levels of correlation bring as a portfolio diversifier, and Deputy
Chief Investment Officer Greg Hopkins and Fund Manager Philipp Wörz explain why
the opportunities we are finding in global markets tend to be outside the
currently popular areas.

Read more
PSG Asset ManagementRaging Bull AwardsAwardsPSG Awards

PSG ASSET MANAGEMENT DELIVERS ONGOING INVESTMENT EXCELLENCE AT THE RAGING BULL
AWARDS



Read more
+27 (21) 918 7800 info@psg.co.za PSG Head Office
The Edge, 3 Howick Close
Tyger Waterfront
Bellville
7530


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