With our team of specialists you're in good hands
Financial emigration?
CNBC Africa - Finweek Money Matters
How much is enough for retirement?
Local and offshore SHARE TRADING accounts linked to your INVESTEC BANK
Why not just move all your investments offshore?
Diversify offshore!
At Vista you partner with a SAIS qualified stockbroker
Is your stockbroker professionally qualified?
Check out our Investing Offshore contribution in Finweek Magazine
your own foreign currency bank account...
Offshore investing? It all starts with
is managed by a GIBS MBA holder
Vista’s administration and operations
CNBC Africa - Finweek Money Matters
The impact of delayed retirement saving
At Vista you're partnering with a CFA charterholder!
Is your portfolio manager professionally qualified?
Offshore investing and foreign currency bank accounts
Check out our latest LOCAL share portfolio
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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: 010 141 6033
Email: info@vistawealth.co.za

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

 

ADDRESS

Corner House Building
25 Wessel Road (Cnr 10th Ave and Wessel Rd)
Rivonia
Johannesburg
South Africa
2128