MINIMUM LUMP SUM
R300 000
SERVICE FEE + VAT P.A
0.45%
UPFRONT FEES
None
Unit Trust Portfolios
An unbiased approach to unit
trust portfolios.
Rod is an independent financial advisor and thus has no links to any unit trust companies
He uses the Allan Gray investment platform to construct your tailored unit trust portfolio.
We have access to almost every unit trust available in South Africa to structure your portfolio. We set up a well-diversified unit trust portfolio for private clients to meet their designated risk profile & to service their growth & income needs with independent advice.
OUR SERVICES
Let’s Work Together
For a no strings attached conversation, please choose your preferred method of
contact. We look forward to hearing from you!
Approved by the FSCA | FSP Number 51362