Roller coaster
2024 is going to be a roller coaster year - We're here to guide you
Elections / Geopolitics / Wars / Red sea maritime crisis
Monthly Newsletter - copy
that are sure to make you a better investor
10 Charlie Munger quotes
July'23 newsletter
Good outlook for offshore multi-asset portfolios
October newsletter
conveniently through your JSE local portfolio
Invest in global iconic companies (like Tesla)
Bitcoin
We can now help you to get exposure to USD Bitcoin returns
Want to invest in Bitcoin?
February21 Monthly Newsletter
We crunched the numbers and done the research...
Basics of investing
and other investment tips
Basics of investing
Vista Share Portfolio
At Vista you partner with a SAIS qualified stockbroker
Is your stockbroker professionally qualified?
Financial Emigration
With our team of specialists you're in good hands
Financial emigration?
Offshore bank account complications
and alternatives to them
Offshore bank account complications
Pension Fund Solutions
Vista Pension Fund Solutions can help you
Pension provider unresponsive and archaic?
Offshore Investing
investment specialists
We are your one stop offshore
Monthly Newsletter
Which pension products? What are your options?
Government wants your pension savings
March21 Monthly Newsletter - copy
Macro and country specific economic outlooks
Offshore Bank Account
your own foreign currency bank account...
Offshore investing? It all starts with
ETF_Portfolios
Check out our local and offshore ETF portfolios
Need help with your share portfolios?
Magnus CNBC Finweek
CNBC Africa - Finweek Money Matters
How much is enough for retirement?
Investec
Local and offshore SHARE TRADING
accounts linked to your INVESTEC BANK account
Diversify Offshore
Why not just move all your investments offshore?
Diversify offshore!
August'21 newsletter - copy
Capital protected investments and Dr Patrick Soon-Shiong
MBA
is managed by a GIBS MBA holder
Vista’s administration and operations
Rupert CNBC Saving
CNBC Africa - Finweek Money Matters
The impact of delayed retirement saving
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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
  • 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

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CONTACT DETAILS

Tel: 087 701 0465
Email: info@vistawealth.co.za

 

ADDRESS

91 7th Street
Linden
Johannesburg
South Africa
2104

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