Old Oak
At PSG Wealth Old Oak, our clients are the heart of our business. With a service offering that includes Financial Planning, Private Wealth Management, Stockbroking and Portfolio Management, our clients can enjoy the benefit of a full suite of investment services under one roof.
As experienced and professional Wealth Managers, Stockbrokers and Portfolio Managers, we advise clients on all aspects relating to their investment, retirement and estate planning, both onshore and offshore, and, through a combination of thorough analysis and detailed modelling, we assist our clients to meet their financial goals and aspirations.
If there was ever a time to dare, to make a difference, to be unique, or to embark on something worth doing, it is now. Contact us to make an appointment.
We specialise in
Wealth Management Wealth Planning Wealth Management: Securities Employee Benefits Insurance Advice: Personal Employee Benefits: Healthcare Insurance Advice: Commercial
Meet the
Team
Advisers
Support Staff
Amanda Valisi
Anelisa Ntlebi
Anja Basson
Deidré Steenbok
Engela Tredoux
Ilze Thomas
Jared Solomon
Keanan Alexander
Liezel Louw
Natasha Adams
Neelam Manuel
Odille Pease
Petro Basson
Stephnie Steyn
Vuyiswa Zono
Yolande Opperman
Old Oak Recordings
Listen to our audio recordings right here, we hope you find them educational and helpful....
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Understanding your investments and retirement choices: Why informed decision-making is essential
Making sound investment and retirement decisions is one of the most important aspects of financial planning. Yet many in...
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Why you should think twice before dipping into your retirement fund savings pot
Many people work hard to build up their retirement savings. Still, since the introduction of the new two-pot system, we ...
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4 easy steps for a successful investment portfolio
Who would have thought that an office chair could be bought in a flat box? I found out the hard way a few days ago when ...
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Start the New Year on the path to financial freedom
At the start of a new year, here are some useful tips to help you take control of your finances and move closer to finan...
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Investment outlook for 2025
During the recent summer vacation, I habitually reviewed financial reports released by some of the largest investment ho...
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Will the Trump-trade fly?
The thing about South Africans is that we don’t do things halfway. If we aim for a Rugby World Cup when the rest of the ...
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