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Investment minimums

<R1m

David Chaplin

I'm 38, married to Tamryn and have 2 kids aged 5 and 8. I love sport, spending time in the bush and outdoors. I believe Family and Health are everything. Every year I challenge myself with one crazy adventure, I've run a bunch of Comrades and paddled many Dusi's.

I started my career as a graduate banker at RMB/FNB, where I spent 12 years, exposing myself to both sides of the balance sheet, before making my move to PSG. I’m passionate about investments and long-term wealth creation through relationships of absolute trust and service excellence with my clients and their families. My practice focuses on a high touch service model, with fewer clients and more time to spend with them.

I'm proudly South African and going nowhere.


5 Bellevue Road, Kloof, Durban, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

083 XXX XXXX

david.c***************o.za

Reveal contact details

David Chaplin

I'm 38, married to Tamryn and have 2 kids aged 5 and 8. I love sport, spending time in the bush and outdoors. I believe Family and Health are everything. Every year I challenge myself with one crazy adventure, I've run a bunch of Comrades and paddled many Dusi's.

I started my career as a graduate banker at RMB/FNB, where I spent 12 years, exposing myself to both sides of the balance sheet, before making my move to PSG. I’m passionate about investments and long-term wealth creation through relationships of absolute trust and service excellence with my clients and their families. My practice focuses on a high touch service model, with fewer clients and more time to spend with them.

I'm proudly South African and going nowhere.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

5 Bellevue Road, Kloof, Durban, South Africa

Get directions

Contact details:

083 XXX XXXX

david.c***************o.za

Reveal Contact Details

About PSG Wealth – KZN

PSG Wealth is a subsidiary of the JSE listed PSG Group. We operate as independent offices with open architecture on what and who we use to build client strategy. Each office has a strong owner manager-culture and we all have skin in the game.

My practice focusses on high-net-worth individuals and family structures. Our offering specialises in local and offshore investments, advice around appropriate structures, fiduciary and estate planning and lastly retirement planning.

We are a small and nimble team backed by the Best Wealth Management firm in South Africa 6 years running, with over R425 Billion under management.

About PSG Wealth – KZN

PSG Wealth is a subsidiary of the JSE listed PSG Group. We operate as independent offices with open architecture on what and who we use to build client strategy. Each office has a strong owner manager-culture and we all have skin in the game.

My practice focusses on high-net-worth individuals and family structures. Our offering specialises in local and offshore investments, advice around appropriate structures, fiduciary and estate planning and lastly retirement planning.

We are a small and nimble team backed by the Best Wealth Management firm in South Africa 6 years running, with over R425 Billion under management.

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 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.