PSG Wealth presents a strong all-round offering and caters to all client types. The firm’s philosophy is to rely on the collective skills of a team of experts and to leverage their skills and knowledge as and when needed.
Many client experience improvements have been made over the past few years. These include a new communications model that allows clients to customise their communication experience, and a partnership with financial information provider IRESS for online trading.
The firm prides itself on having a team of highly qualified financial advisers.
It has 231 CFP® professionals and 383 advisers with doctorates, master’s and other postgraduate qualifications.
It has more than 250 offices throughout SA, and a presence in Namibia and Botswana, which means that people in small towns also have easy access to skilled advisers.
PSG offers a comprehensive suite of investment products including single-manager unit trusts, multimanaged funds, cash management options, local and offshore shares and various trading instruments including CFDs and currency futures. These products are all available on a single integrated trading and investment platform.
Clients are satisfied — almost 60% rate overall service levels as excellent while 63% are extremely likely to recommend the firm to acquaintances.