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Investment minimums

R1m < R5m

Loren Godet

I’ve been advising clients and working in the financial sector for 20 years, after leaving my academic career in search of more practical and less theoretical experience. My role is to help and guide clients to reach their financial goals. This requires trust, but also a commitment from clients, as it’s a partnership. As an advisor, I guide clients through some of the complex decisions they will face.

Every investor’s circumstances – personal and financial – differ, and will change throughout their life. My commitment to my clients is to offer personal and honest advice through their various stages of life. Personal Trust (Pty) Ltd offers holistic financial services, investment planning, retirement planning, fiduciary services and tax services. I focus on investment planning (analysing and drafting investment proposals for potential clients), as well as managing the investment portfolios of existing clients. I’m also an accredited Professional Provident Society (PPS) consultant, servicing the professional market in terms of risk products, i.e. death, disability and critical illness cover.

Personal Trust House, Belmont Office Park, Rondebosch, Cape Town, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

021 XXX XXXX

lgodet@***********o.za

Reveal contact details

Loren Godet

I’ve been advising clients and working in the financial sector for 20 years, after leaving my academic career in search of more practical and less theoretical experience. My role is to help and guide clients to reach their financial goals. This requires trust, but also a commitment from clients, as it’s a partnership. As an advisor, I guide clients through some of the complex decisions they will face.

Every investor’s circumstances – personal and financial – differ, and will change throughout their life. My commitment to my clients is to offer personal and honest advice through their various stages of life. Personal Trust (Pty) Ltd offers holistic financial services, investment planning, retirement planning, fiduciary services and tax services. I focus on investment planning (analysing and drafting investment proposals for potential clients), as well as managing the investment portfolios of existing clients. I’m also an accredited Professional Provident Society (PPS) consultant, servicing the professional market in terms of risk products, i.e. death, disability and critical illness cover.

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Personal Trust House, Belmont Office Park, Rondebosch, Cape Town, South Africa

Get directions

Contact details:

021 XXX XXXX

lgodet@***********o.za

Reveal Contact Details

About

About Personal Trust – Rondebosch

We provide the holistic management of client affairs, all under one roof: investment management, financial and estate planning, tax, wills, trustee services and the administration of deceased estates. Our service allows clients to deal with one advisor who manages all their affairs with personal trust. Building trusting, long-term, personal relationships with our clients and their families, we ensure their and future generations’ financial security and wellbeing. We also provide our clients with excellent old-fashioned, personal and caring service – as well as support in difficult family situations through our social wellness initiative.

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.