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Investment minimums

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Alexi Coutsoudis

I’m part of a young, dynamic team with more than 20 years of experience providing advice, and am passionate about quality advice. I hold a Certified Financial Planner® designation – the highest professional qualification level for advisors. We want to partner with you to help you live your best life, and we take the time to understand your unique situation and define your goals and dreams. We then craft an implementable plan to get you where you need to be.

Along the journey, we will help you to execute the required steps and remain on track during the winds of change. Throughout the process, we aim to be your guide and take the weight of financial wellbeing off your shoulders. This is achieved through a clear vision of your best self and by providing you with a sense of financial freedom.

PSG Wealth, 204 Strauss Daly Place, 41 Richefond Circle, Ridgeside Office Park, Durban, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

031 XXX XXXX

alexic@********o.za

Reveal contact details

Alexi Coutsoudis

I’m part of a young, dynamic team with more than 20 years of experience providing advice, and am passionate about quality advice. I hold a Certified Financial Planner® designation – the highest professional qualification level for advisors. We want to partner with you to help you live your best life, and we take the time to understand your unique situation and define your goals and dreams. We then craft an implementable plan to get you where you need to be.

Along the journey, we will help you to execute the required steps and remain on track during the winds of change. Throughout the process, we aim to be your guide and take the weight of financial wellbeing off your shoulders. This is achieved through a clear vision of your best self and by providing you with a sense of financial freedom.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

PSG Wealth, 204 Strauss Daly Place, 41 Richefond Circle, Ridgeside Office Park, Durban, South Africa

Get directions

Contact details:

031 XXX XXXX

alexic@********o.za

Reveal Contact Details

About

About PSG Wealth – Umhlanga Ridge

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