+27 21 882 8571 info@finleys.co.za

Wealth Management

Long term, trusted relationships and face to face advice is at the centre of everything they do.

Personalised Advice

Every client has different needs and aspirations and they offer personalised advice that covers financial and investment planning that sits within their client’s professional tax advice framework.

Individuals to Families & Businesses

Their clients range from individuals to families and businesses and span all age and wealth ranges. From just starting out to established, sophisticated investors they partner with our clients to ensure that they achieve their individual investment objectives.

Personalised Advice

Every client has different needs and aspirations and they offer personalised advice that covers financial and investment planning that sits within their client’s professional tax advice framework.

Individuals to Families & Businesses

Their clients range from individuals to families and businesses and span all age and wealth ranges. From just starting out to established, sophisticated investors they partner with our clients to ensure that they achieve their individual investment objectives.

Investment Approach

Their investment approach is built on ensuring that their clients understand their investments and the risks associated with every component of their portfolio when setting off on their wealth journey. They provide complete transparency and insight into the underlying investments that make up a client’s solution and ensure that their journey ends at the destination it was meant to.

To cater to a diverse client base, they have developed a range of different portfolios and solutions encompassing retirement and discretionary investments. They create an achievable plan which they implement alongside their clients and continually test the appropriateness of the plan and the products they have used to achieve their clients’ financial goals.

Individuals

End to End Forex Solutions at Best Rates

Managed Share Portfolios

Global Investments

Access to the World’s Best Investment Products and Platforms

Global Estate Structuring Solutions

Corporates

Outsourced Treasury Function

Cash Investment and Yield Enhancement

Best Priced Corporate Forex Solutions

Group Risk Policies

Group Pension Fund Investments

For more information contact

POWERED BY ANCHOR CAPITAL

Anchor Capital is an authorised Financial Services Provider FSP # 39834

Disclaimer – Anchor Capital (Pty) Ltd with registration number: 2009/002925/07 has taken and will continue to take care that all information, in so far as this is under its control, provided on this website is true and correct. However, Anchor Capital shall not be responsible for, and therefore disclaims any liability for, any loss, liability, damage (whether direct or consequential) or expense of any nature whatsoever which may be suffered as a result of or which may be attributable, directly or indirectly, to the use of or reliance upon any information, links or service provided through this website.

There is no warranty of any kind, expressed or implied, regarding the information or any aspect of this service. Any warranty implied by law is hereby excluded except to the extent such exclusion would be unlawful.