Services

Our specialist financial advisors offer expert advice to residents and non-residents of South Africa, focusing on both offshore and local investments. Services include:

OFFSHORE

• Offshore investment and portfolio management advice
• Facilitating the use of the South African offshore exchange allowance
• Sourcing of quality UK investment property
• Offshore property investment structures
• Guaranteed structured products
• International pension plans
• Offshore trusts and companies in leading offshore jurisdictions - Mauritius and Switzerland
• Investment advisory services to offshore trustees
• Foreign direct investments for South African companies.

LOCAL

• Local investment and portfolio management advice
• Unit trust and managed share portfolios
• Retirement planning
• Holistic financial planning

In addition, we have strategic alliances with highly qualified risk advisors (personal, life or business assurance), accountants, short-term insurers, tax experts and foreign exchange specialists. These partners have all undergone thorough due diligence from our side to ensure that you always get high quality advice and the best of service.

 

Pegasus Wealth Management is an Authorised Financial Services Provider. Please click here to read our Disclaimer.