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Lynette Wilkinson

With over thirty years of experience in the advisory industry, I have acquired a wealth of expertise. I earned a Post Graduate Honours in Financial Planning and an Advanced Post Graduate Honours in Estate and Risk Planning from the University of the Free State.

My strengths lie in retirement planning, financial strategy, estate planning, creating wills, and managing trusts. Additionally, I am a proud member of the Society of Trust and Estate Practitioners (STEP), a global professional association committed to Trust and Estate practitioners.

Most importantly, I hold in high regard the enduring relationships I've forged with my clients and their families. Within the PSG Wealth Sandton office, I am one of four partners.

My decision to collaborate with professionals who share similar values has been pivotal. By harnessing our collective skills and interests, we ensure our clients embark on the optimal financial journey.


90 Grayston Drive, Sandown, Sandton, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

011 XXX XXXX

lynette*******************o.za

Reveal contact details

Lynette Wilkinson

With over thirty years of experience in the advisory industry, I have acquired a wealth of expertise. I earned a Post Graduate Honours in Financial Planning and an Advanced Post Graduate Honours in Estate and Risk Planning from the University of the Free State.

My strengths lie in retirement planning, financial strategy, estate planning, creating wills, and managing trusts. Additionally, I am a proud member of the Society of Trust and Estate Practitioners (STEP), a global professional association committed to Trust and Estate practitioners.

Most importantly, I hold in high regard the enduring relationships I've forged with my clients and their families. Within the PSG Wealth Sandton office, I am one of four partners.

My decision to collaborate with professionals who share similar values has been pivotal. By harnessing our collective skills and interests, we ensure our clients embark on the optimal financial journey.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

90 Grayston Drive, Sandown, Sandton, South Africa

Get directions

Contact details:

011 XXX XXXX

lynette*******************o.za

Reveal Contact Details

About

About PSG Wealth – Sandton

PSG Wealth Sandton Grayston is an integral part of the nationwide network of PSG Konsult's offices.

Our specialization lies in serving the private client market, ensuring that you are always a priority and not overshadowed by larger corporate clients.

You will consistently have direct access to one of our adviser principals. We leverage insights and expertise from other branches, in addition to PSG Konsult's central office, which provides research on companies and funds/unit trusts.

Our comprehensive wealth management service is tailored to fulfill the unique requirements of individuals, families, and businesses

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.