Investment minimums

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Rynoe Smith

I started my career as an estate/trust administrator and later moved into the role of estate planner at Absa Trust. In 2003, I joined AWM (part of PWC), which was taken over by PSG in 2006. I’m a member (and Regional Chairperson) of the Fiduciary Institute of Southern Africa (FISA), the Financial Planning Institute of Southern Africa (FPI) and the Association of Arbitrators (Southern Africa). I’m also a Tax Practitioner.


Prenelle Walk, General Hertzog Street, Dan Pienaar, Bloemfontein, South Africa

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Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

082 XXX XXXX

rynoe.s*************o.za

Reveal contact details

Rynoe Smith

I started my career as an estate/trust administrator and later moved into the role of estate planner at Absa Trust. In 2003, I joined AWM (part of PWC), which was taken over by PSG in 2006. I’m a member (and Regional Chairperson) of the Fiduciary Institute of Southern Africa (FISA), the Financial Planning Institute of Southern Africa (FPI) and the Association of Arbitrators (Southern Africa). I’m also a Tax Practitioner.


Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Prenelle Walk, General Hertzog Street, Dan Pienaar, Bloemfontein, South Africa


About

About PSG Wealth – Bloemfontein – Preller Walk

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.


Get help making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.


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.