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Investment minimums

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Johan Plessis

I started exploring my interest in investments at the University of the Free State. After acquiring an Honours degree in Investment Management, I completed a Postgraduate Diploma to obtain a Certified Financial Planner® designation. I have a passion for this industry and have helped people make the right choices for their financial future for more than 10 years – giving advice isn’t just my career; it has become part of my lifestyle. My main focus will always be to make sure that every client reaches their specific goals – and to stay ahead of the ever-changing times in the investment and financial planning world.

84 Deale Road, Dan Pienaar, Bloemfontein, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

051 XXX XXXX

johan.d*****************o.za

Reveal contact details

Johan Plessis

I started exploring my interest in investments at the University of the Free State. After acquiring an Honours degree in Investment Management, I completed a Postgraduate Diploma to obtain a Certified Financial Planner® designation. I have a passion for this industry and have helped people make the right choices for their financial future for more than 10 years – giving advice isn’t just my career; it has become part of my lifestyle. My main focus will always be to make sure that every client reaches their specific goals – and to stay ahead of the ever-changing times in the investment and financial planning world.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

84 Deale Road, Dan Pienaar, Bloemfontein, South Africa

Get directions

Contact details:

051 XXX XXXX

johan.d*****************o.za

Reveal Contact Details

About

About PSG Wealth – Bloemfontein – Deale Road

PSG is a leading financial services group with an extensive national footprint and a Namibian presence. In operation since 1998, we offer a value-orientated approach to our clients’ financial needs – from asset and wealth management to insurance. PSG Wealth offers a comprehensive wealth management offering, designed to meet your needs as an individual, family or business. You can trade directly in shares and other securities, or invest in unit trusts. We also offer a comprehensive estate planning and fiduciary service, including local and offshore trusts and the administration of deceased estates. For businesses, we offer a full suite of employee benefits and bespoke multi-managed investment solutions.

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 protecting you and your family and ensuring future financial support to your beneficiaries.