Let us guide you to financial prosperity

At PSG Wealth Winelands, we place our clients at the heart of what we do. As our client, you have access to a wealth of experience to guide your financial decisions. We are based in the Val de Vie Lifestyle Estate which is situated between Paarl and Franschhoek in the heart of the Cape Winelands.

SPEAK TO US

Services

Our qualified financial advisers help you consider your needs and work with you to identify and plan for your financial objectives. This includes investing to achieve your financial goals, insuring your everyday and specialist risks, optimally structuring your estate, making smart investment choices, structuring your portfolio and implementing employee benefit solutions for your business.

Financial Planning

Our team help you consider your needs and work with you to identify and plan for your financial objectives. This includes investing to achieve your financial goals, insuring your everyday and specialist risks, optimally structuring your estate, making smart investment choices, structuring your portfolio and implementing employee benefit solutions for your business. You can rely on us as long-term financial partners.

Portfolio Management

Managed Share Portfolios - Our discretionary portfolio management service is geared towards high net worth investors who seek the assistance of a qualified and dedicated portfolio manager in constructing and managing their individual share portfolios.

Estate Planning

Our comprehensive estate planning and fiduciary service allows you to manage the assets in your estate efficiently and to make sure that they are distributed according to your wishes when you pass away.