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Managed Model Portfolios

Risk rated portfolios

Our risk rated portfolios are exclusively available to our clients on multiple investment platforms and designed for a variety of investment products. The portfolios range from income focused to growth-orientated portfolios.

Financial Advisors Brochure

Investment Products

  • Tax Free Investments

  • Offshore

  • Local

  • Endowments

  • Retirement Annuities

  • Pension Preservation Fund

  • Provident Preservation Fund

Investment Platforms

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The benefits of model portfolios are:

  • Having a systematic investment and fund selection process.

  • An easy way to match multiple portfolios according to different investment objectives.

  • Fee sensitive solutions.

Book an appointment and receive bespoke consultation from a diverse range of investment professionals dedicated to providing a specialized service to meet your unique investment objectives.
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