Investment minimums

>R5m

Dave Edgar

My childhood was spent in the KwaZulu-Natal Midlands and after a short rugby career in the Western Cape, I joined Personal Trust in 2006. I hold a BCom in Economics from UNISA and a Certified Financial Planner® designation. Over the years, I’ve gained valuable experience, and provide my clients with sincere, professional and personal advice & holistic solutions. When not working, I enjoy spending time in the bush, fishing and watching sports with friends and family.


Personal Trust House, Belmont Park, Rondebosch

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

021 XXX XXXX

dedgar@***********o.za

Reveal contact details

Dave Edgar

My childhood was spent in the KwaZulu-Natal Midlands and after a short rugby career in the Western Cape, I joined Personal Trust in 2006. I hold a BCom in Economics from UNISA and a Certified Financial Planner® designation. Over the years, I’ve gained valuable experience, and provide my clients with sincere, professional and personal advice & holistic solutions. When not working, I enjoy spending time in the bush, fishing and watching sports with friends and family.


Investment minimums:

>R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Personal Trust House, Belmont Park, Rondebosch


About

About Personal Trust – Rondebosch

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