Investment minimums

R1m < R5m

Michael Roos

I’m a Certified Financial Planner® and have worked in the industry since 2006, initially overseas, and then with Alexander Forbes in JHB. I now manage my own financial planning practice, we are based in Johannesburg and Port Elizabeth, focussing on holistic financial planning and putting the needs of my clients above anything else.


Corner on Main, Bryanston, Sandton, South Africa

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Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

074 XXX XXXX

michael*******************o.za

Reveal contact details

Michael Roos

I’m a Certified Financial Planner® and have worked in the industry since 2006, initially overseas, and then with Alexander Forbes in JHB. I now manage my own financial planning practice, we are based in Johannesburg and Port Elizabeth, focussing on holistic financial planning and putting the needs of my clients above anything else.


Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Corner on Main, Bryanston, Sandton, South Africa


About

About Digitas Wealth – Gauteng

Our business has a long and proud history that dates back to 1999. We have consistently remained true to our promise of providing independent and superior financial planning solutions to individuals and institutions across South Africa.

Our goal is to form a successful relationship with you, provide insightful financial planning and ensure that this is effectively managed. We will work together with you to implement strategies that will assist you in achieving your financial goals, taking your personal needs into account.

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