Services

Our services are wide-ranging and encompass three areas:

Investment Management

Financial Planning and Advisory Services

Consumer Education

Investment Management

Our investment management services pertain to:

Investment Planning

Share Portfolio Management

Financial Planning and Advisory Services

Our financial planning and advisory services relate to, and cover:

Estate Planning

Retirement Planning

Individual Member Choice

Will Nominations

Consumer Education

Our consumer education is divided into two parts:

Investor Education

Financial Wellness

Investor Education

Here we educate people in equities, bonds, property and money market (cash).

We explain the benefits and risks of investing in these asset classes

Financial Wellness

Here we explain FICA and FAIS among other things and take interested persons through the process and importance of financial planning options, financial disciplines and budgeting

Workshops

To take our expertise and knowledge to the marketplace, we host workshops on:

Investments, where we: a) explain the implications of goals for investing b) identify factors that could affect the choice of investment principles c) analyse the risks associated with different investments and d) apply basic investment principles to propose financial solutions for individuals

Corporate Governance, where we explain and examine: a) corporate governance b) elements and principles of governance c) duties of directors d) King III sub-committees e) stakeholders and their roles f) disclosure and transparency g) rights of shareholders h) equitable treatment of shareholders i) legal environment j) legislation and regulation k) business ethics

Risk Management, where we: a) analyse potential risks and their impact on a specific sector b) develop and implement risk management procedures c) monitor and assess risk management procedures

Strategic Management, where we examine: a) strategic management process b) internal (micro) & external (macro) analyses c) strategic positioning d) implementation of strategy e) evaluation of strategy

Trustee Training for Boards of Medical Aid Schemes and Pension and Provident Funds:

Investment Management, where we cover: a) understanding investments b) the reasons behind monitoring investment performance c) asset classes and asset allocation strategy d) style of management e) macro-economics f) detailed analysis of investment policy statements

Fiduciary roles and responsibilities of trustees, where we look at: a) role players b) primary functions c) qualities of a trustee d) Board duties prescribed in the Act d) responsibilities e) statutory requirements and duties f) common law duties