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Investment minimums

R1m < R5m

Richus Nel

I’ve been in the financial services industry since 2004 and specialise in holistic retirement planning (local and offshore), long-term insurance, business group retirement annuities, business insurance (key person/buy-and-sell agreements) and cash solutions for business owners and entrepreneurs.

I hold a BCom Management Accountancy degree and a Postgraduate Diploma in Financial Planning (cum laude), both from Stellenbosch University, and am a Certified Financial Planner® and a member of the Financial Planning Institute of Southern Africa (FPI). I completed my audit articles at Logista Accountants and Auditors (Stellenbosch) and the Association of Chartered Certified Accountants qualifying exams to become a fully registered member of the ACCA.

During my career, I’ve worked for Investec Trust and Fiduciary services in the Channel Islands (Guernsey and Jersey) and Geneva, Investec Private Bank in Cape Town, Brenthurst Wealth Management as a financial advisor, and headed the Brenthurst Tyger Waterfront and Stellenbosch offices. In 2015, I received the Brenthurst Wealth Award of Excellence. In October 2018, I joined PSG Wealth as a team and business owner, where I’m able to fully express my passionate entrepreneurial spirit.

Ground Floor, White Oak Terrace, 2 Edmar Street, Old Oak Office Park, Bellville, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

078 XXX XXXX

richus.************o.za

Reveal contact details

Richus Nel

I’ve been in the financial services industry since 2004 and specialise in holistic retirement planning (local and offshore), long-term insurance, business group retirement annuities, business insurance (key person/buy-and-sell agreements) and cash solutions for business owners and entrepreneurs.

I hold a BCom Management Accountancy degree and a Postgraduate Diploma in Financial Planning (cum laude), both from Stellenbosch University, and am a Certified Financial Planner® and a member of the Financial Planning Institute of Southern Africa (FPI). I completed my audit articles at Logista Accountants and Auditors (Stellenbosch) and the Association of Chartered Certified Accountants qualifying exams to become a fully registered member of the ACCA.

During my career, I’ve worked for Investec Trust and Fiduciary services in the Channel Islands (Guernsey and Jersey) and Geneva, Investec Private Bank in Cape Town, Brenthurst Wealth Management as a financial advisor, and headed the Brenthurst Tyger Waterfront and Stellenbosch offices. In 2015, I received the Brenthurst Wealth Award of Excellence. In October 2018, I joined PSG Wealth as a team and business owner, where I’m able to fully express my passionate entrepreneurial spirit.

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Ground Floor, White Oak Terrace, 2 Edmar Street, Old Oak Office Park, Bellville, South Africa

Get directions

Contact details:

078 XXX XXXX

richus.************o.za

Reveal Contact Details

About

About PSG Wealth – Old Oak Richus Nel – Tygervalley

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 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.