Stay invested!
Don't panic...
and alternatives to them
Offshore bank account complications
conveniently through your JSE local portfolio
Invest in global iconic companies (like Tesla)
We can now help you to get exposure to USD Bitcoin returns
Want to invest in Bitcoin?
We can help with all your Life and Short-term insurance needs
We facilitate SHARE BASED LOANS at prime lending rate
Need CASH but do not want to liquidate your JSE share portfolio?
At Vista you partner with a SAIS qualified stockbroker
Is your stockbroker professionally qualified?
We crunched the numbers and done the research...
See how we can help you diversify offshore in our latest newsletter
With our team of specialists you're in good hands
Financial emigration?
Vista Pension Fund Solutions can help you
Pension provider unresponsive and archaic?
Want to get more offshore exposure in your pension portfolio?
Worried about SA's double downgrades by rating agencies?
investment specialists
We are your one stop offshore
Which pension products? What are your options?
Government wants your pension savings
Macro and country specific economic outlooks
Why not just move all your investments offshore?
Diversify offshore!
Read more in our June'21 newsletter
your own foreign currency bank account...
Offshore investing? It all starts with
Check out our local and offshore ETF portfolios
Need help with your share portfolios?
CNBC Africa - Finweek Money Matters
How much is enough for retirement?
Local and offshore SHARE TRADING
accounts linked to your INVESTEC BANK account
Capital protected investments and Dr Patrick Soon-Shiong
is managed by a GIBS MBA holder
Vista’s administration and operations
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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