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Investment minimums

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Elmari Vosloo

I’ve always loved finance and investments and my passion motivated me to obtain a BCom degree in Financial Management and a Postgraduate Diploma in Investment Management. It’s a privilege to use my experience and knowledge to help clients achieve their financial objectives and guide them through the complex and often overwhelming subject of personal financial management.

Thesen House, 6 Long Street, Knysna, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

044 XXX XXXX

evosloo************o.za

Reveal contact details

Elmari Vosloo

I’ve always loved finance and investments and my passion motivated me to obtain a BCom degree in Financial Management and a Postgraduate Diploma in Investment Management. It’s a privilege to use my experience and knowledge to help clients achieve their financial objectives and guide them through the complex and often overwhelming subject of personal financial management.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Thesen House, 6 Long Street, Knysna, South Africa

Get directions

Contact details:

044 XXX XXXX

evosloo************o.za

Reveal Contact Details

About

About Personal Trust – Knysna

We provide the holistic management of client affairs, all under one roof: investment management, financial and estate planning, tax, wills, trustee services and the administration of deceased estates. Our service allows clients to deal with one advisor who manages all their affairs with personal trust. Building trusting, long-term, personal relationships with our clients and their families, we ensure their and future generations’ financial security and wellbeing. We also provide our clients with excellent old-fashioned, personal and caring service – as well as support in difficult family situations through our social wellness initiative.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help ensuring your financial affairs are efficiently structured.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.