Investment minimums

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Andrew Fussell

I’m a specialist in financial planning and investment consulting to individuals, as well as to pension and provident fund clients. Entering the financial services industry in September 1997, I worked for Fussell & Associates (Pty) Ltd, eventually becoming a director and finally managing director in 2009. I’ve run our model portfolios since 1997, first with Investec’s Quants and more recently with Trivium Capital and Analytics Consulting. Matriculating from King Edward VII School 1986, I completed my post-matric at Damelin 1987 and qualified as a Certified Financial Planner® in the early 2000s. I started my own video production business – Pineapple Studios – in 1994, and ran it successfully for three years.


Fussell House, 48 Athol Oaklands Road, Melrose North, South Africa

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Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

083 XXX XXXX

andrew@************o.za

Reveal contact details

Andrew Fussell

I’m a specialist in financial planning and investment consulting to individuals, as well as to pension and provident fund clients. Entering the financial services industry in September 1997, I worked for Fussell & Associates (Pty) Ltd, eventually becoming a director and finally managing director in 2009. I’ve run our model portfolios since 1997, first with Investec’s Quants and more recently with Trivium Capital and Analytics Consulting. Matriculating from King Edward VII School 1986, I completed my post-matric at Damelin 1987 and qualified as a Certified Financial Planner® in the early 2000s. I started my own video production business – Pineapple Studios – in 1994, and ran it successfully for three years.


Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Fussell House, 48 Athol Oaklands Road, Melrose North, South Africa


About

About Fussell & Associates

Founded in 1968, Fussell & Associates (Pty) Ltd is an independent financial planning and wealth management company with a heritage of more than 50 years. Our industry knowledge is unparalleled. We have an in-depth understanding of how complex financial products work and how these products can benefit you. Our business is built on a foundation of technology and innovation which has enabled us to remain relevant in today’s dynamic and ever-changing market. Based in Johannesburg, we specialise in delivering genuinely independent advice through highly personalised service, and we’re able to provide you with a range of solutions tailored to your circumstances. Our clients include private individuals, families, entrepreneurs, companies and organisations of all sizes.

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.