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Investments

With the explosion in the array and complexity of investment products available, finding your way through the investment landscape is increasingly difficult. Issues such as taxation, CGT, risk profiles and asset allocation all need to be taken into account. Products that most financial advisors offer advice on include (amongst others):

  • Unit Trusts
  • Linked-products
  • Managed Portfolios
  • Endowments
  • Alternative Strategies
  • Money Market
FEATURED FINANCIAL ADVISORS
bullet LEON OOSTHUIZEN
Mnr. Leon Oosthuizen
Leon's Specialisation:
I strive to provide an all-round financial service to every client, seeking to meet their individual needs by doing a full financial analysis wherever possible.
Leon is on
Dial Code: 051  		Broker details
bullet WOUTER OOSTHUIZEN
 Wouter Oosthuizen
Wouter's Specialisation:
Ensuring that my clients portfolio is maximized for tax and estate duty purposes
Wouter is on
Dial Code: 015  		Planner info
bullet MERVYN SACKS
Featured Financial Advisor
Mervyn's Specialisation:
Employee Benefits Investments Financial Needs Analysis EstatePlanning AssetProtection MedicalAid Trusts Foundations Offshore structuring.
Mervyn is on
Dial Code: 011 Sandton 		Broker info
 
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