Sadly, we're also offshore investment specialists...
At Vista you're partnering with a CFA charterholder!
Is your Financial Advisor professionally qualified?
We crunched the numbers and published an article...
Listed property outperforms Buy-To-Let property!
At Vista you partner with a SAIS qualified stockbroker
Is your stockbroker professionally qualified?
CNBC Africa - Finweek Money Matters
The impact of delayed retirement saving
is managed by a GIBS MBA holder
Vista’s administration and operations
Not timing the market
Time in the market
CNBC Africa - Finweek Money Matters
How much is enough for retirement?
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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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MORE INFO

info@vistawealth.co.za

Rupert Giessing CFA
082 411 8887
rupert@vistawealth.co.za

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