Wealth Management

Create Greater Control And Confidence Over Financial Decisions

We are a proud provider of financial services. The team is committed to personalised service, supported by professional knowledge, ethics and integrity. Our aim is to establish a long-standing relationship with our clients by offering disciplined wealth management options to help investors create greater control and confidence over financial decisions. We believe in following a combined approach to wealth management that ensures an ideal level of asset management, coordination and strategic integration. We manage more than R3 billion in assets under management.

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Securitas® Financial Group Investment Portfolios

Over a hundred years of combined investment experience.

Active Management

Analysing the client’s current situation, goals and objectives.

Strategic Financial Planning

Short- and long-term planning, pre- and post-retirement planning.

Professionalism

Well-established, qualified and experience team of advisors.

Active Management

Weekly wealth newsletters to keep clients updated on the latest financial news.

Model Portfolio

Securitas® Financial Group Model Portfolio

Our model portfolios combine asset managers who are meticulously selected to make the best investment decisions. Resources, skills and competencies of more than one asset manager is used when constructing the portfolios.

We have designed active-managed model portfolios around our client’s investment needs and specific risk profiles.

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Securitas® Financial Group Regulation 28 & Discretionary Model Portfolios

Securitas Cautious Portfolio (Regulation 28 Compliant)

Securitas Managed Portfolio (Regulation 28 Compliant)

4D Flexible Income Portfolio (Regulation 28 Compliant)

Securitas Flexible High Growth Portfolio

Core Balanced Portfolio (Regulation 28 Compliant)

Securitas Tax-Free Savings Account Model Portfolios

TFSA Securitas Managed Portfolio

 TFSA Securitas Cautious Portfolio

TFSA Securitas Worldwide Flexible Portfolio

Products

1

Unit Trusts

2

Open-Ended Investments

3

Retirement Annuities

4

Living Annuities

5

Life Annuities

6

Endowments

7

Cash Management Accounts

8

Guaranteed Investments

Our Approach

Securitas Financial Group Model
Woman with short grey hair and glasses reviewing a tablet while standing near a window

Qualitative & Quantitative

Qualitative Properties - Securitas Financial Group
Man in a suit and tie holding a tablet, standing in a bright modern office

Licensed with all established companies.

Securitas Financial Group Partnered with these logos

Securitas® Financial Group PTY (Ltd) (FSP 6536)

Securitas® Financial Group Model Portfolio Team

Albert van der Linde, member of the Securitas Financial Group Model Portfolio Team, headshot in circular frame

Albert van der Linde

B. Comm (US), B. Comm (Hons)(UP) PDFP (UFS)

Carina Roberts, Practice Manager on the Securitas Financial Group Model Portfolio Team, headshot in circular frame

Carina Roberts

NQF5, National Wealth Management Certificate (Practice Manager)

Hannes Bresler, CFP on the Securitas Financial Group Model Portfolio Team, headshot in circular frame

Hannes Bresler

CFP®, B.Com (Hons)(UJ), Pr. Tech Eng

Johan Steyn, Director of Wealth at Securitas Financial Group, headshot in circular frame

Johan Steyn

Co-Director and Registered Financial Planner™

4D Wealth Management (FSP 40794)

We Collaborate With 4D Wealth, Independent Category 2 Fund Managers

Reon Coetzee, Category 2 Fund Manager at 4D Wealth, headshot in circular frame

Reon Coetzee

CFP®, BA (UP), CIPA (UNISA), PDFP (UFS)

Dean Prigge, Category 2 Fund Manager at 4D Wealth, headshot in circular frame

Dean Prigge

B. Comm (UNISA), Financial Markets (Beaufort Institute)

We Look Forward To Hearing From You

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Get in touch with us if you should have any questions and we will get back to you as soon as possible. 

012 990 5000
info@securitas.co.za

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