WEALTH MANAGEMENT

PROVIDENCE INVESTMENT PARTNERS

In our desire to offer our clients with a comprehensive range of financial solutions, we have formed a strategic partnership with Impetus Wealth (FSP 8205).

Impetus Wealth pride themselves in not only being independent but also offering quality advice at the highest level.

Visit www.impetuswealth.co.za for more information.

Wealth Planning

  • Estate, investment (pre and post-retirement), risk and life planning.

Investment Advisory Services

  • Discretionary Investments (Share Portfolios, Collective Investment Schemes, Hedge Funds).
  • Tax Efficient Investment Vehicles.

Fiduciary Services

  • Establishment of wills, trusts and administration of deceased estates.

Treasury Services

  • Cash management and forex services.

Business Insurance

  • Buy and Sell agreements.
  • Key Man Agreements.
  • Contingency Liability Planning.

Short-term Insurance

  • For individuals and commercial.

Employee Benefits

  • Retirement Funds (Pension Funds, Provident Funds, Group Retirement Annuities).
  • Group Risk Schemes.

Education

  • We empower clients through education to recognise their biases, which leads to better financial decision making.