Newlands (constantia)
At PSG Newlands (Constantia), our clients are the heart of our business. For us, it’s important to get to know you, to understand exactly what you hope to achieve and to build a lasting relationship with you to help you succeed.
We specialise in the private client market, which means that you will never take second place to large corporate clients. You have access to a full range of financial products and services, backed by our commitment to professional, personalised advice. This means that we can comfortably tailor your portfolio to your exact needs.
We are a financial adviser practice that provides niche advice and services clients across multiple generations, preserving and building wealth through the use of a combination of local and offshore equity and unit trust portfolios.
We specialise in
Wealth Management Wealth Planning Wealth Management: Securities Employee BenefitsMeet the
Team
Principals
Advisers
Support Staff
Context over cash
Imagine this: You’re sitting around a table with friends, and the conversation shifts to money. Someone is buying a new ...
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You can’t steer a parked car
Have you ever tried to steer a parked car? No matter how much you turn the wheel, you’re going nowhere. It’s a simple tr...
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Market folklore or financial facts?
You may not know this, but there is a joke in the investment world that October is the worst month in which to invest. I...
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The Snowball vs. The Avalanche
Imagine standing at the base of a snow-covered mountain, looking up at the debt that's accumulated over the years. It fe...
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So, why do we plan?
Have you ever wondered why we spend so much time planning, even when we know that life rarely goes according to plan? It...
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The behavioural blueprint for financial success
Traditionally, personal finance conversations have focused heavily on numbers, metrics, and strategies. However, Morgan ...
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The Monte Carlo Fallacy
Also known as the gambler’s fallacy, the Monte Carlo fallacy is the mistaken belief that past events can influence futur...
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How will your assets be distributed?
Estate planning is a vital process that involves preparing for the transfer of a person’s assets and responsibilities af...
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Smaller, manageable chunks, today
In the hustle and bustle of daily life, it’s easy to push aside the administrative tasks that seem daunting or time-cons...
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Balancing our need for control
At the heart of financial planning lies a universal truth: we plan to gain control over the unforeseen and to navigate l...
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The integral role of tax planning in financial strategy
When it comes to shaping a robust financial plan, understanding and preparing for the complexities of tax planning is cr...
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Closing the Behavior Gap: Navigating emotional money mistakes and asset allocation
How often have you found yourself making impulsive decisions about your investments based on headlines or peer pressure?...
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Reaching the Summit: A Comparison of Saving for Retirement and Climbing Mount Kilimanjaro
I was very privileged to be able to be able to put together a Kilimanjaro Expedition with an incredible group of people,...
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The rising currency of human skills
Information is at our fingertips, and artificial intelligence continually surpasses human capabilities in specific tasks...
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Accountability: Your secret weapon for financial success
The financial world can be complex, teeming with jargon, concepts, and strategies that can bewilder even the most dilige...
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Office
Physical Address
2 Barmbeck
Newlands
Cape Town
7700