Moody's kept SA’s rating above junk at Baa3
South Africa government bonds still investment grade
to form a MIDDLE FINGER price chart
Trader fined R100k for trading Gupta-owned Oakbay shares
CNBC Africa - Finweek Money Matters
How much is enough for retirement?
Watch these PODCASTS to learn more!
Heard of BLOCKCHAIN and CRYPTO CURRENCIES / BITCOIN?
your own foreign currency bank account...
Offshore investing? It all starts with
Our house view share portfolio (local and offshore) is now available online...
Need help with your share portfolio or want to start trading?
CNBC Africa - Finweek Money Matters
The impact of delayed retirement saving
At Vista you're partnering with a CFA charterholder!
Is your Financial Advisor professionally qualified?
At Vista you partner with a SAIS qualified stockbroker
Is your stockbroker professionally qualified?
is managed by a GIBS MBA holder
Vista’s administration and operations
Not timing the market
Time in the market
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OUR PHILOSOPHIES

 

Business Philosophy
  • A client is at the heart of every transaction and every client is unique
  • Combining technical skills with strong client relationships
  • Don’t push products for commission, earn fees for financial planning, ongoing advice and wealth management
  • Independent and agnostic with regards to service providers
  • Under promise and over deliver
Advice Philosophy
  • Fully assess goals, and objectives & constraints
  • Understand risk tolerance, time horizon, and liquidity
  • Independent and unbiased financial advice
  • Develop and implement a tailor-made financial plan
  • Review strategy regularly to ensure it remains on track
Customised Financial Planning
  • Retirement planning
  • Investment planning
  • Education planning
  • Will, Trust and Estate planning
  • Life insurance
Investment Philosophy
  • Diversification
  • Time in the market – not timing the market
  • Transparent costs
  • Tax effectiveness
  • Goals based
  • Keep calm, don’t panic!
Investment Vehicles
  • Tax free investment products
  • Local and Offshore unit trusts
  • Retirement Annuities
  • Preservation funds
  • Living/life annuities
  • Endowments

OUR SERVICES

SERVICE PROVIDERS

GET IN TOUCH

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CONTACT DETAILS

Tel: 011 234 6570
Email: info@vistawealth.co.za

Magnus de Wet
082 894 8654
magnus@vistawealth.co.za

 

ADDRESS

Corner House Building
Cnr 10th Ave and Wessel Rd
Rivonia
Johannesburg
South Africa
2191