Do you want to grow and preserve your wealth?

Financial independence is having enough wealth to live your life without worry — to travel, follow your passions, and provide for the people you love. With a well-managed, long-term investment portfolio this is a real possibility. Read more ↓ Saving and preserving your wealth is extremely important but growing it is an essential part of gaining financial independence for yourself and your family. To grow and preserve your wealth you have to do more than just be diligent about saving — you need an investment portfolio that beats the cost of capital by an appropriate margin.

There are many forms of investment but to create a sustainable, long-term portfolio that can weather volatile economic conditions, you need to consider your options carefully. Assets like equity and units in well-performing equity funds are liquid, easily realisable and transferable. They can span the globe, exposing you to some of the best-performing brands and companies in the world.

Currency is another building block. Purchasing foreign currency when the Rand is overvalued and diversifying into growth assets can protect your purchasing power over the long term. We know the difference between a good investment at a discount, a share that is simply cheap, and a popular investment that is overpriced — and we act on that knowledge with discipline, even in the face of uncertain or exuberant market sentiment.

If you are interested in building your own investment portfolio, or are unhappy with how your current portfolio is structured, come and talk to us. We will arrange a face-to-face consultation and investment presentation at our offices in Bedfordview. Our doors are always open.