Vanwealth Portfolio Management is an independent financial services company focusing on discretionary investment management and various financial services.
Vanwealth Portfolio Management is an independent financial services company with specialized focus on investment management, retirement planning & management, personal and business insurance, medical aid and other financial services, including comprehensive financial planning.
We add value to our clients by strategically focusing on the following three important aspects:
|Wealth Creation |Wealth Preservation |Wealth Management |
Enabling our clients to rise above their wealth objectives and optimizing their wealth potential. Creating client wealth through the use of smart investment principles, honest trading techniques and by personally investing in the wellbeing of clients and stakeholders alike.
Investments (Local Investment Solutions, Offshore Investment Solutions, Retirement Management Solutions, Vanwealth Trade Desk);
Private Equity;
Financial Advice (Life, Disability and Dreaded Disease Insurance,
Medical Aid & Gap Cover
Employment Benefits & Group Schemes, Business Insurance, Key-Person, Buy&Sell);
Niche Insurance (Personal Insurance,Commercial Insurance, ONE Excess Insurance);
Accounting & Tax;
Fiduciary (Wills & Estate Planning, Trust Structuring, Trust Administration Services);
ProAthlete - Financial Management.
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