Goals-Driven Investment solutions are purpose built to solve a specific, quantifiable investor need and are not designed around an arbitrary peer group or benchmark.
It places the investor's goal at the centre of the investment process.
It’s all about your goals
Your unique circumstance and specific goals are our benchmark.
We’re uncompromising and dedicated in taking time getting to understand your real objective.
We aren’t distracted by short-term volatility or peer groups.
Custom-made solutions
You get custom-made solutions for the goals you set, carefully selected from the thousands of managers we constantly research and rate.
This gives your investment the highest probability of achieving your goals. We don’t force-fit you into existing solutions.
No missed opportunities
Your goals on kept track, because we monitor, manage and implement solutions in real time.
There are no delays between events affecting your investments and decisive action taken.
Reduced Burden & Stress
The fiduciary role is increasingly complex, with the investment world and regulatory environment always changing.
We lighten your burden by bringing to the table skills, resources and expertise that take on much of these responsibilities, allowing your fiduciaries to focus on important strategic decisions and member engagement.
who we are
We are a long-standing; award-winning financial services group and we are synonymous with:
innovation
independence
excellence
integrity
long-term partnerships.
These five core values define us, and guide everything that we do.
Our focus is to ensure that you achieve better outcomes by gaining a deep understanding of your long-term investment goals and putting your goals at the centre of the investment process.
Within a goals-driven framework we maximise the probability of achieving your predefined investment objectives.
This approach allows us to:
Put your need at the centre of our investment process
Construct portfolios targeting your specific needs
Make use of the best investment managers in each asset class instead of relying on a single asset manager to manage all 8 asset classes used in a traditional balanced fund
Achieve a level of manager, style, asset class and geographical diversification not achievable through the use of classic balanced funds
Make use of a hybrid active passive solution
We have smart people, all committed to doing the right thing. People who thrive on solving problems too difficult for others to tackle; who spot opportunities others miss; and who intuitively know right from wrong and won’t cross that line.
services
Investing for the future and building wealth are serious and potentially complex pursuits for Investors.
We continuously research local and global investment trends and economic developments to allow us to offer goals-driven solutions that are tailor-made so ensure that you achieve your investment objectives with the highest level of consistency.
Goals-driven Investment Solutions
We are the market leader in the management of goals-driven investment solutions. We manage your investments with the aim of giving you the highest probability of achieving your specific investment objectives.
Investment Consulting
We offer comprehensive investment consultancy services to retirement funds, medical schemes, insurance companies, and other corporates.
Wealth
Our team of skilled investment professionals is experienced in designing financial plans that deliver the returns needed to meet the lifestyle and financial security requirements of our clients.