As a Trust and Investment Managment company, Personal Trust prides itself on the personal attention and service we give our client’s, enabling us to act as partners in providing professional guidance on the management of all aspects of a clients financial affairs.
Our financial services include:
We offer investments across a full spectrum of asset classes ranging from cash funds through to equity, property and bond funds.
Given that we have a varied range of investment vehicles that cover the full risk spectrum, we are able to create individually tailored and managed investment portfolios that meet our clients’ needs – be it capital preservation, capital growth or annuity income.
Our investment products include retirement funds, preservation funds and structured wrappers.
Personal Trust has a team of professionals who have the qualifications and expertise to offer specialist fiduciary services including:Formation and Administration of Trusts, Drafting and Safe Custody of Wills and Administration of Deceased Estates
Regardless of your age or your stage in life, it is never too early to think about retirement. A focused and appropriate financial plan is a critical first step in ensuring your short and long-term financial goals are in line with your life plan. And as your financial priorities change during the course of your life, we will review and adjust our recommendations accordingly.
One of our core business skills is managing retirement assets. We have a history in preserving retirement capital in addition to concentrating on financial, estate and retirement planning.
Our range of investment vehicles includes retirement funds, preservation funds and structured wrappers.
You can either save for retirement in a tax-efficient manner with a Retirement Annuity Fund, preserve your existing retirement savings using a Preservation Fund or manage your retirement income with a Living Annuity.
Money Market facility
Our Money Market facility offers clients access to short and long-term deposits at above-average interest rates which are not available from conventional financial institutions while enjoying the enhanced security offered by a nominee company.
We are able to help all our clients with general tax planning, annual and provisional tax returns and all transactions with the South African Revenue Services.