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Investment minimums

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Angela Saltas

As a Certified Financial Planner®, I’m involved in creating, monitoring and maintaining holistic financial planning solutions for individual and corporate clients according to their needs and means. My qualification in estate and trust management enables the formulation of thorough and appropriate estate plans. My skills as a Professional Business Coach are employed to reinforce the belief that a client’s finances should support their goals, rather than being a goal in itself.

12 Bradford Road, Bedfordview, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

087 XXX XXXX

angela@***********************o.za

Reveal contact details

Angela Saltas

As a Certified Financial Planner®, I’m involved in creating, monitoring and maintaining holistic financial planning solutions for individual and corporate clients according to their needs and means. My qualification in estate and trust management enables the formulation of thorough and appropriate estate plans. My skills as a Professional Business Coach are employed to reinforce the belief that a client’s finances should support their goals, rather than being a goal in itself.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

12 Bradford Road, Bedfordview, South Africa

Get directions

Contact details:

087 XXX XXXX

angela@***********************o.za

Reveal Contact Details

About Corporate Retirement Services

CRS Corporate Retirement & Estate Services creates, monitors and maintains holistic financial planning solutions for individual and corporate clients according to their needs and means. Constant research and analysis ensure solutions are appropriate – both to the client’s requirements as well as to the ruling economic environment. Our excellent support staff add to our professional, efficient and comprehensive service.

About Corporate Retirement Services

CRS Corporate Retirement & Estate Services creates, monitors and maintains holistic financial planning solutions for individual and corporate clients according to their needs and means. Constant research and analysis ensure solutions are appropriate – both to the client’s requirements as well as to the ruling economic environment. Our excellent support staff add to our professional, efficient and comprehensive service.

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 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.