How to Know Which Type of Investment Advisor to Work with

Working with an investment advisor is one of the best ways for any layman to ensure they’re able to make wise and informed investment decisions. This is especially important when you enter the investment sector for the first time. You don’t want to make potentially expensive mistakes that can wreak havoc on your long term investment capabilities.

However, you need to be aware that the advice you receive is only as good and sound as the investment advisor you receive it from. It’s because of this, among many other reasons that you need to be confident that you’re dealing with a truly professional and reliable investment advisor. To ensure this is the case, it’s always best to partner with a reputable firm with a solid reputation in the industry.

Your prospective advisor should have a verifiable track record of success when it comes to providing people similar to you with sound investment advice. They should also be registered with all relevant industry professional bodies and regulatory bodies. This merely further points to the fact that you are dealing with industry professionals who are interested in adhering to industry best practice, and who want to provide you with the best service possible.

Turn to Our Trusted Investment Advisors for Expert Assistance and Advice

As one of the top licensed financial services providers and financial advisors in South Africa, we have grown to become leaders in retirement annuity and fund administration.
Let us help you make the most out of your retirement initiatives. We are proud to be a one stop financial services agency for our valued clients. All the services we offer provide complete client satisfaction, with competitive solutions for all your needs.

Today, our key areas of focus include retirement funds, products and benefits design, administration of member subscription-based entities including schemes and fund administration, as well as other related services. Turn to us for advice on the latest trends and retirement annuity solutions available on the market. Thanks to our many years’ expertise and experience, we continue to lead our sector in innovation. We are ready to help you make the tough decisions needed to drive growth in your investment portfolio.

Work with us to come up with a unique solution to your investment needs. Throughout the year, we’ve worked with companies and individuals across the economic spectrum. We’ve never taken a one size fits all approach to our clients’ investment needs, and certainly won’t start now. To learn more about us, and for all the information required to make informed decision regarding your future retirement, speak to us today. We look forward to hearing from you, and to helping you make the most of your retirement.