PSG Wealth Paarl Stockbroking

PSG Wealth Paarl Stockbroking We offer a full range of financial services to cater to all your investment, insurance and financial

At PSG Wealth we place a strong emphasis on personal service and on building lifetime relationships with our clients. We believe that the better you plan the better your future will be. Our expert financial planners, portfolio managers, short-term insurance brokers and stockbrokers offer a unique one-stop integrated service, providing a diverse range of solutions to your needs and offering appropr

iate financial and related products. INVESTMENTS - Investment management, share trading and other securities

OFFSHORE - Foreign investments and financial transactions

LONG-TERM INSURANCE - Endowment policies and life insurance

SHORT-TERM INSURANCE (PERSONAL) - Motor vehicle and household contents

SHORT-TERM INSURANCE (COMMERCIAL) - Business assets

ESTATE PLANNING - Structuring a client's financial matters in respect of his will, property, trusts, insurance, income and estate duty

RETIREMENT PLANNING

EMPLOYEE BENEFITS - medical aid and provident funds

Oorlog in Iran: Wat dit vir jou beleggings beteken - en wat om nou te doenMarkte is onstuimig. Nuus is oorweldigend. Maa...
25/03/2026

Oorlog in Iran: Wat dit vir jou beleggings beteken - en wat om nou te doen

Markte is onstuimig. Nuus is oorweldigend. Maar jou beleggingsplan hoef nie te wees nie.

Volgens HW de Jager is die grootste fout wat beleggers in tye van onsekerheid maak om op emosie te reageer. Die sleutel bly eenvoudig: bly gedissiplineerd, diversifiseer en hou vas aan jou langtermynstrategie.

By PSG Wealth Paarl Stockbroking help ons jou om deur die geraas te sien en gefokus te bly op wat werklik saak maak – jou finansiële toekoms.

En soos HW sê: onthou om jou brandstoftenk vol te maak teen einde Maart! 🚗💨

Kliek op die skakel om die nuusbrief te lees.

Oorlog in Iran: Wat dit vir jou beleggings beteken – en wat om nou te doen

VACANCY | EMPLOYEE BENEFITS ADVISER: HEALTHCARE | PAARL, WESTERN CAPEThis is an exciting opportunity for an experienced ...
23/03/2026

VACANCY | EMPLOYEE BENEFITS ADVISER: HEALTHCARE | PAARL, WESTERN CAPE

This is an exciting opportunity for an experienced Medical Aid & GAP Cover Adviser to join a well-established advisory team in Paarl. You will work alongside 11 financial advisers who generate daily referrals, providing a steady stream of warm leads and strong growth potential.

The ideal candidate is a proactive, client-focused professional who is comfortable engaging with clients, confident in providing advice, and motivated to build a long-term career within a supportive and growing advisory team.

Click the link to apply: https://lnkd.in/dZjm4yPZ

Applications close 25 March 2026.

In today’s uncertain global environment, investors are constantly navigating volatility, geopolitical tensions, and shif...
11/03/2026

In today’s uncertain global environment, investors are constantly navigating volatility, geopolitical tensions, and shifting inflation expectations.

As Emile Janse van Rensburg highlights in this article, one key principle remains true:

“Volatility is not risk – it is the price of admission.”

Successful long-term investors understand that market fluctuations are part of the journey. Staying disciplined and focused on long-term goals is often what ultimately drives wealth creation.

The cost of admission: Manoeuvring volatility in a world at war

With tax year-end fast approaching, now is the ideal time to take advantage of two of South Africa’s most effective tax-...
13/02/2026

With tax year-end fast approaching, now is the ideal time to take advantage of two of South Africa’s most effective tax-efficient investment tools: Retirement Annuities and Tax-Free Investment Plans.

Retirement Annuities can help reduce your taxable income today, while Tax-Free Investments allow your money to grow — and be withdrawn — completely tax free. When used together, they create a powerful foundation for building long-term financial security.

Annual contribution limits don’t carry over, which means acting before the deadline can make a meaningful difference to both your current tax position and your future wealth — a key insight highlighted by Lourens van Wyk, Wealth Manager at PSG Wealth.

Read the full newsletter below👇

The benefits of Retirement Annuities and Tax-Free Investment Plans

Met die belastingjaareinde wat vinnig nader kom, is dit nou die ideale tyd om voordeel te trek uit twee van Suid-Afrika ...
13/02/2026

Met die belastingjaareinde wat vinnig nader kom, is dit nou die ideale tyd om voordeel te trek uit twee van Suid-Afrika se mees doeltreffende belastingvriendelike beleggingsinstrumente: Uittree-annuïteite en Belastingvrye Beleggings.

Uittree-annuïteite kan help om jou belasbare inkomste vandag te verminder, terwyl Belastingvrye Beleggings jou geld toelaat om te groei — en onttrek te word — heeltemal belastingvry. Saam vorm dit ’n kragtige grondslag om langtermyn finansiële sekuriteit te bou.

Onthou: jaarlikse bydraeperke dra nie oor na die volgende jaar nie. Om voor die sperdatum op te tree kan ’n betekenisvolle verskil maak aan beide jou huidige belastingposisie en jou toekomstige welvaart — ’n belangrike insig wat deur Lourens van Wyk, Welvaartbestuurder by PSG Wealth, uitgelig word.

Lees die volledige nuusbrief hieronder 👇

Die voordele van Uittree-annuïteite en Belastingvrye Beleggingsplanne

🚨 We're Hiring!PSG Wealth Paarl Stockbroking is looking for a skilled Paraplanner to join our team!If you're client-cent...
10/02/2026

🚨 We're Hiring!

PSG Wealth Paarl Stockbroking is looking for a skilled Paraplanner to join our team!

If you're client-centric, resilient, and have 5-7 years’ experience, this could be your next move in financial services.

Apply by sending your CV directly to [email protected]

📅 Applications close 25 February 2026 – don't miss out!

05/02/2026

Did you know? 💡

Your retirement fund contributions can actually reduce your taxable income?

That means you’re not just saving for your future — you’re also paying less tax today.

Smart now. Secure later. Win-win. 💼📈

Retirement planning is more than a long-term goal — it’s a smart way to structure your finances today.Well-planned retir...
03/02/2026

Retirement planning is more than a long-term goal — it’s a smart way to structure your finances today.

Well-planned retirement contributions can reduce your taxable income while supporting sustainable wealth creation over time. When aligned correctly, these contributions can continue to add value throughout your financial journey.

A thoughtful retirement strategy helps you build with purpose and confidence. Speak to your financial adviser to ensure your plan supports both your present and future goals.

For Wealth Manager HW De Jager, CFA, Christmas is more than just a festive season – it is a time when families come toge...
19/12/2025

For Wealth Manager HW De Jager, CFA, Christmas is more than just a festive season – it is a time when families come together, ask questions, and reflect on the future.

From this perspective, he chose to symbolically place shares in the Christmas stockings of fictional family members, each linked to a recognisable life stage or personal interest.

The message is simple: investing is not only about numbers, but about lives, habits, and stories that unfold over time. Sometimes the best gift is not something you unwrap – but something that grows with you.

Read the full newsletter below 👇

Shares in the Christmas stocking: A gift with content and meaning

Vir Welvaartbestuurder, HW De Jager, CFA is Kersfees meer as net ’n feestyd – dit is ’n tyd wanneer gesinne saamkom, vra...
19/12/2025

Vir Welvaartbestuurder, HW De Jager, CFA is Kersfees meer as net ’n feestyd – dit is ’n tyd wanneer gesinne saamkom, vrae vra en oor die toekoms d**k.

Vanuit hierdie perspektief het hy besluit om simbolies aandele in fiktiewe gesinslede se Kerskouse te plaas, elkeen gekoppel aan ’n herkenbare lewensfase of belang.

Die boodskap is eenvoudig: beleggings gaan nie net oor syfers nie, maar oor lewens, gewoontes en stories wat oor jare ontvou. Soms is die beste geskenk nie iets wat jy oopmaak nie – maar iets wat saam met jou groei.

Lees die volledige nuusbrief hieronder 👇

Aandele in die Kerskous: ’n Geskenk met inhoud én betekenis

Address

Unit 23 & 24, 1st Floor, Cecilia Square, 100 Cecilia Street
Paarl
7646

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

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