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  • Home
  • Who We Are
    • Our Team
    • Our Values and Principles
  • What We Offer
    • Investment Management
    • Financial and Retirement Planning
    • Estate Planning
    • Money Market Facility
    • Fiduciary Services
    • Tax
    • Offshore Financial Services
    • Philanthropy
  • Funds
    • Personal Trust Income Fund
    • Personal Trust Conservative Managed Fund
    • Personal Trust Prudent Fund of Funds
    • Personal Trust Managed Fund
    • Personal Trust Managed Fund (Tax-free)
    • Personal Trust PTI Global Select Managers Opportunities Feeder Fund
    • Personal Trust Equity Fund
    • PTI Global Select Managers Cautious Fund
    • PTI Global Select Managers Opportunities Fund
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    • Money Market Facility
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    • Tax
    • Offshore Financial Services
    • Philanthropy
  • Funds
    • Personal Trust Income Fund
    • Personal Trust Conservative Managed Fund
    • Personal Trust Prudent Fund of Funds
    • Personal Trust Managed Fund
    • Personal Trust Managed Fund (Tax-free)
    • Personal Trust PTI Global Select Managers Opportunities Feeder Fund
    • Personal Trust Equity Fund
    • PTI Global Select Managers Cautious Fund
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What Our Clients Say

See what long-standing clients say about their experience with Personal Trust.

“As a client for more than 40 years, I have always had complete confidence in the integrity, commitment and competence of Personal Trust. The difference between ordinary and extraordinary is that little ‘extra’ to which they are committed.”
Ken Andrew
“We have been privileged to be part of the Personal Trust family for the past 15 years. The integrity, dignity and warmth we encountered with Thando Gobe has given us the confidence to feel at ease in our retirement years.”
Trevor & Zandra van Kesteven
“Since 1999 we have experienced everything Personal Trust promised — personal service, wealth development, retirement and estate planning, and unwavering support through life’s challenges. May you grow from strength to strength.”
Mark & Violet Hardy
“The Haw family has a lot to thank Personal Trust for over the last 45 years. We value the relationships formed with many key members of the team and appreciate their down-to-earth approach, integrity and commitment.”
Rick Haw & Family
“Twenty years later Personal Trust has proved to be exactly what I had visualized — an organization of integrity, professionalism and with my interests at heart. Personal Trust are always there when you need them.”
Alan Bailey
“From the outset both Kate and I felt very comfortable with the feeling of being part of a family-type organisation. We’ve been satisfied clients of Personal Trust for almost 20 years and congratulate you on superb service.”
Joe & Kate Hodge
“Our family, over three generations, are privileged to have been part of this incredible company. Personal Trust is truly respected for its ‘good old-fashioned’ personal service, trusted relationships, and holistic planning.”
Murray & Marie de Jager
“Personal Trust looks after all our assets and we have complete trust in them. Clients are treated as friends, not numbers — we feel valued in every way and know that we are in good hands.”
Lyn Marklew

Let's Build a Legacy, Together

We offer trusted guidance and long-term partnerships to help you
protect, grow, and pass on your wealth with confidence.

We offer trusted guidance and long-term partnerships to help you protect, grow, and pass on your wealth with confidence.

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Personal Trust (Pty) Limited

Reg Number: 1951/002859/07

FSP Licence No. 707

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