About PSG Consult
We provide financial advice to both individuals and companies. We take into account all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritizing their objectives so that these can be achieved.
The advice process starts by doing a personal financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your history, objectives, aspirations and concerns, before moving on to the detail.
During the consultation we will focus on:
- Your total assets and liabilities (net worth).
- Annual income and expenditure (profit and loss).
- Current and historical information (Current pensions, investments, insurance and mortgages).
- Future Plans (retirement ages, school fees, buying a new home, etc.).
Following your initial consultation, we will take time to consider your situation, needs and priorities before presenting a detailed financial report. This is done in with the aim of reducing expenses such as mortgages and insurance and maximizing the return on investments and pensions. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
As a fully independent advisory, our clients benefit from the broadest range of products and services. Whether it is for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
Please read more about our history and services in South Africa.