Services

SP Wealth Management offers a holistic investment and risk management service, which involves conducting an analysis of one’s overall financial position investment risk profile and the short and long term financial objectives. Following this assessment, the Financial Planner will be able to make recommendations on the overall asset allocation and the appropriate investment for each asset class where necessary.

Using a sophisticated risk-profiling system and financial needs analysis, the Financial Planner is able to offer practical advice accumulated over many years in the markets. Not only do the Financial Planner draw on local expertise, but also able to utilize many of the tools and services developed by the international network and adapt them to suit the needs of our South African clients.

SP Wealth Management and its Associates have entered into agreements with the following companies:

Financial Planning Services:

AIMS – ABSA Investment Management Service

Allan Gray

Cadiz Asset Management

Coronation Fund Managers

Element Asset Management

Futuregrowth Asset Management

FedBond

Investec IMS

Intransact

Kagiso Asset Managers

Marriott Unit Trust Management Co. Ltd 

Nedgroup Investments

OASIS Asset Management

Old Mutual Wealth

PPS

Momentum/RMB Investment Services

SA Bullion

SATRIX

 Long Term Insurance:

ALTRISK – Hollard life

Discovery

Momentum

Old Mutual

Short Term Insurance:

Guardrisk

PPS STI

CURA Administrators - Gap cover

Momentum STI

Auto and General

KEU Underwriters

SANTAM

AMUA

Stalker Hutchison Admiral - SHA

Travel Insurance Consultants

Regent Insurance Company

Medical Aid:

Momentum

Discovery

Profmed

Universal

We are authorised to market the products of the above companies.