Personal Wealth Management

Grow my Investments

Invest with clarity and confidence. Let PSG guide you through our comprehensive range of investment products to help you reach your savings goals. Build wealth with peace of mind.

Products

Tax-Free Savings  Accounts (TFSA)

A Tax Free Savings Account, is an ideal investment vehicle for saving funds for a goal whilst growing capital efficiently.

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Investment Policies

An investment policy is regulated under the Long-Term insurance act. It is a medium to long term investment product, without any risk benefits, that gives you limited access to your money during the first five years of your investment. It is a useful and tax efficient tool for disciplined goal-driven savings.

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Offshore Endowments

An Offshore Endowment is issued by a South African life insurer by administered in an offshore jurisdiction. Investment in foreign currency. Suitability: An investor can benefit from an offshore endowment if they are seeking offshore exposure without the risk or constraints associated with direct offshore investing.

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Voluntary Investment Plan

This flexible, personal investment portfolio can be tailored to your individual needs and risk tolerance.

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Offshore Voluntary Investment Plan

Grow and protect your wealth globally with a flexible offshore investment portfolio tailored to your goals and risk appetite.

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Cash Accounts

The PSG Wealth Cash Account is an exclusive solution available through PSG Wealth advisers. It gives you a simple, low-cost way to hold and manage your cash investments — with meaningful fee savings when you use selected PSG Wealth funds.

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Stockbroking

Take advantage of our stockbroking services online, or with a skilled wealth manager. It is important to understand that there are risks when investing in the stock market and you should know your own risk tolerance. Speak to a skilled wealth manager to begin growing your wealth.

Ways to invest with us

Managed Portfolio

A Managed Portfolio lets a dedicated PSG Wealth portfolio manager construct and actively manage your share portfolio on your behalf, aligned with your financial goals.

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Self-Execution

You can use a direct equity stockbroking portfolio to invest in your own capacity, meaning you make the investment decisions and we act on your instruction.

Stockbroking options available

Local Shares
Trade shares listed on the Johannesburg Stock Exchange (JSE) through our platform.
Offshore shares
Access international markets and trade offshore shares directly from your PSG account.
Single Stock Futures
Trade futures contracts on individual stocks for leveraged exposure to the market.
Contracts For Difference - CFD
Contracts for Difference (CFDs) mirror the performance of shares or an index, giving you the benefit of anticipated price increases or falls without you having to physically own shares. This makes them an excellent vehicle for short-term trading strategies. CFDs are not listed instruments but are traded as 'over-the-counter' contracts between you and PSG Securities Ltd, as your stockbroker, allowing you to diversify and hedge your portfolio. Read the Key Information Document. View our list of CFDs.
Note: Trading CFDs can be very profitable but involves significant risks. You should not trade CFDs if you do not have this knowledge or are an inexperienced trader.
Scriptfin - Equity-Backed Loans
Leverage your existing equity portfolio through equity-backed lending solutions.
Currency Futures
Hedge against currency fluctuations or speculate on exchange rate movements.
Exchange Traded Products
Access a diverse range of exchange-traded funds (ETFs) and notes (ETNs) for broad market exposure.

Our Funds

We manage a suite of rand-denominated local unit trusts and offer access to global markets through both rand-denominated and foreign currency denominated global funds.

View Funds and Documents

PSG Annual Report 2025

The fund aims to preserve capital while maximising income returns for investors, optimising the asset allocation to achieve the objective over time.South African - Multi Asset – Income

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PSG Annual Report 2025

The fund aims to achieve long-term capital growth and a reasonable level of income. The portfolio is actively managed and includes local and global equities, bonds, property and cash.South African - Multi Asset - High Equity

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