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Wealth

Building wealth is a marathon, not a sprint. Discipline is the key ingredient.

-  Dave Ramsey

Our Model Portfolio Approach

Our model portfolios combine top asset managers who are meticulously selected to make the best investment decisions. Resources, skills and competencies of more than just one asset manager are used when investing in the model portfolios and they are available to all Securitas™ financial advisors. Our model portfolios have been designed around investment needs and clients’ specific risk profiles.

For more information on how our team of wealth experts can help your investments grow, email us at | info@securitas.co.za

The Securitas Wealth Approach

Securitas Investment Portfolios

Over a hundred years of combined investment experience.

Active Management

Analysing the client’s current situation, goals and objectives.

Independent Solutions

Licensed with all established platforms and companies.

Strategic Financial Planning

Short- and long-term planning, pre- and post-retirement planning.

Competitive Fees Structure

Customised fees in a competitive market.

Professionalism

Well-established, qualified and experienced team of advisors.

Portfolio Revision

Performance comparisons and reviews of the financial planning.

Weekly Market Overview

Weekly wealth newsletters to keep clients updated on the latest financial news.

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