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.

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.

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

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.

Securitas® Financial Group Regulation 28 & Discretionary Model Portfolios

Securitas Cautious Portfolio (Regulation 28 Compliant) PDF
Securitas Managed Portfolio (Regulation 28 Compliant) PDF
4D Flexible Income Portfolio (Regulation 28 Compliant) PDF
Securitas Flexible High Growth Portfolio PDF
Core Balanced Portfolio (Regulation 28 Compliant) PDF

Securitas Tax-Free Savings Account Model Portfolios

TFSA Securitas Managed Portfolio PDF
TFSA Securitas Cautious Portfolio PDF
TFSA Securitas Worldwide Flexible Portfolio PDF