People

PROMOTION: Power Partners at PSG Wealth

PROMOTION: Power Partners at PSG Wealth

Unstoppable partnerships and great management teams all have one thing in common: good relationships. These powerful colleagues from PSG Wealth have their heads in the right place.

At PSG Wealth Deale Road, no stone is left unturned to make sure its clients receive only the best financial advice. And the secret to success here, is  undoubtedly teamwork. Wiehan van Staden, Johan du Plessis, Eben Rautenbach and Nici Macdonald form a powerful management alliance in Bloem under the PSG Wealth Group. “We provide holistic financial advice to our clients, with a focus on their investments and estate planning. We also look after their fiduciary interests, their wills and trusts.” Members of this team pride themselves on good advice and good service to their clients.

The office management team consists of Wiehan, Johan and Nici. Nici is also a Wealth Fiduciary Advisor, focusing on wills, trusts and deceased estates, while Wiehan, Johan and Eben are Wealth Advisors focusing on investments and retirement planning.

They work exceptionally well together as a team: “All of us are dynamic, forward thinking individuals with a passion for the industry we are working in. We care about the financial wellness of our clients, and our business is built on good relationships.”

Each member has important characteristics that contribute to the success of the team. Wiehan and Johan have strong leadership skills and a passion for investment management. Nici has strong managing and organisational skills, with a passion for the legal side of the business. “Communication is very important to us. We have an open-door policy and have monthly meetings where each team member has a voice.”

At PSG Wealth, all staff members are encouraged to use their own initiative and work towards the same goal. And there’s certainly no shortage of knowledge among them – they boast a combined 27 qualifications in an office of
11 people! Can anybody say brainpower?

Get in touch by phoning 051 250 4400, or visit them at 84 Deale Road, Bloemfontein.

 

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