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
- Risks cover (life, disability and dreaded disease)
Investment Philosophy
- Diversification
- Time in the market – not timing the market
- Transparent costs
- Tax effectiveness
- Goals based
- Keep calm, don’t panic!
Investment Vehicles
- Local and Offshore Share/ETF and unit trust portfolios
- Tax free investment products
- Retirement annuities
- Preservation funds
- Living/life annuities
- Endowments
- Company pension/provident funds
- Local and Foreign currency bank accounts
OUR SERVICES
SERVICE PROVIDERS
GET IN TOUCH
CONTACT DETAILS
Tel: 087 701 0465
Email: info@vistawealth.co.za
ADDRESS
91 7th Street
Linden
Johannesburg
South Africa
2104