PSG WEALTH

Financial Mail - Investors Monthly - - Cover Story -

Over­all

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.

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