Tag ArchivesPSG Wealth

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The upside of downside protection

By Marcel Roos, fund analyst at PSG Wealth. (more…)

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Willie Fourie

Don’t let a careless estate plan undo a lifetime of saving

Savings Month is here and as we see every July, many South Africans are taking the opportunity to review their savings habits and behaviours. One aspect that’s often overlooked is that your hard-earned savings gains can easily be undone by failing to pay sufficient attention to estate planning. “Even if all your retirement goals fall […]

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investingsavingfeat

Disciplined investing: five principles to follow

By Jac de Wet, PSG Wealth. Despite our best intentions, many of us focus on the wrong things when it comes to our savings and investments. We tend to focus on the factors we can’t control, typically headline-grabbing things like investment returns and the markets. We barely ever focus on the factors and variables that […]

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Andrew Kurten

Award-winning adviser joins PSG Wealth

PSG Wealth Melrose Arch is pleased to announce that Wealth Manager Andrew Kurten has joined the office. Andrew is regarded as one of the top wealth managers in the country, with various awards and achievements behind his name. He has 15 years of experience in the banking industry and is skilled in portfolio management, financial planning, and retirement […]

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Adriaan Pask, CIO at PSG Wealth

The four best investment lessons we learn from volatility

Volatility is a given in the investment world, and in the past year investors have been exposed to several events that sparked short-term volatility. There were irregularities around corporate finances, sovereign events like the ANC elective conference, and concerns around rising inflation in the United States, which led to a sharp decline in US markets […]

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PSG Wealth expands Gauteng footprint further as SP Wealth Management joins the fold

PSG Wealth, the financial planning and wealth management division of JSE-listed PSG Konsult, has acquired a stake in leading Johannesburg wealth management firm SP Wealth, which has rebranded as “PSG Wealth Rosebank”. (more…)

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Willie Fourie

Building a robust estate plan

Investment managers go to great lengths to plan ahead so that investment portfolios will withstand market volatility and unforeseen events. But how do you construct a robust estate plan that will withstand the onslaught of the many legislative changes and punitive taxes introduced in recent years? (more…)

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IMF, Treasury, economy, GDP, unemployment, International Monetary Fund

PSG Wealth’s political education campaign a moveable feast

Not every marketing campaign is aimed at promoting a new product or service.  And not every audience can be simply categorised as ‘internal’ or ‘external’, particularly in the case of PSG Wealth, its clients and their over 750 independent financial advisers. (more…)

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