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Investment minimums

>R5m

James Arnold

As a Certified Financial Planner® and wealth manager, I utilise my expertise and insight to guide individual clients and families to achieve their financial goals. From wealth management to strategic investment advice, I’m dedicated to assisting clients with financial advice, asset and portfolio management, retirement and estate planning, stockbroking services (both locally and offshore), foreign investment and trust structures.

Unit 16 3rd Floor, 3 Melrose Boulevard, Melrose Arch, Johannesburg, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

james.a**************o.za

Reveal contact details

James Arnold

As a Certified Financial Planner® and wealth manager, I utilise my expertise and insight to guide individual clients and families to achieve their financial goals. From wealth management to strategic investment advice, I’m dedicated to assisting clients with financial advice, asset and portfolio management, retirement and estate planning, stockbroking services (both locally and offshore), foreign investment and trust structures.

   Visit website

Investment minimums:

>R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Unit 16 3rd Floor, 3 Melrose Boulevard, Melrose Arch, Johannesburg, South Africa

Get directions

Contact details:

082 XXX XXXX

james.a**************o.za

Reveal Contact Details

About

About PSG Wealth – Melrose Arch

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