SECUREWEALTH

SecureWealth is a Cape Town-based Financial Services Provider that has been managing local and offshore investment portfolios, private share portfolios and externalized mutual funds on behalf of our high net-worth clients for over 23 years. Our clientele includes companies, trusts, families and individuals. We strive to provide prudent financial advice that encourages capital growth and consistent income. Where possible, SecureWealth deals directly with each preferred provider, thereby minimizing fees. Our preferred providers are arguably the most reputable organizations in their respective jurisdictions... Unit Trusts fall under the category of Collective Investment Schemes and they simply give any individual access to instant diversification to many investment vehicles such as bonds, stocks, and currencies in a single transaction. Investing in any unit trust is completely digitized, allowing for timely tax-certificates and investment reports in 6 different currencies. Through the..

Also known as: SecureWealth (Pty), SecureWealth (Pty) Ltd

Primary location: Somerset West South Africa