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.

Twitter icon
Contact office
old-oak featured image

We specialise in

Discipline icon Wealth Management
Discipline icon Wealth Planning
Discipline icon Wealth Management: Securities
Discipline icon Employee Benefits
Discipline icon Insurance Advice: Personal
Discipline icon Employee Benefits: Healthcare
Discipline icon Insurance Advice: Commercial

Meet the
Team

Principals

Advisers

Support Staff

Celebrating the small victories

Celebrating the small victories

The thing about us South Africans is that we are a proud nation. It’s certainly a wonderful trait to have, but it can al...

Read more
How critical is the impact of critical illness cover?

How critical is the impact of critical illness cover?

I was taught to determine a client’s risk needs as follows: Estate calculation/wishes for life cover, a lump sum disabil...

Read more
Schalk Louw: Business Day TV, 6 August 2025

Schalk Louw: Business Day TV, 6 August 2025

On the August 6th edition of Business Day TV, Schalk Louw named Valterra Platinum his stock pick of the day, citing its ...

Read more
Retirement in actual Rand values

Retirement in actual Rand values

When discussing retirement, I always begin my presentation with a single figure: R2 310. I can guarantee there will be s...

Read more
Schalk Louw: Business Day TV, 30 July 2025

Schalk Louw: Business Day TV, 30 July 2025

On Business Day TV’s Stock Watch (30 July), Schalk Louw selected Shoprite as his stock pick, citing its current valuatio...

Read more
Schalk Louw featured on Stock Picks on Business Day TV, 16 July 2025

Schalk Louw featured on Stock Picks on Business Day TV, 16 July 2025

Schalk Louw chose Bidcorp as his Stock Pick on his Business Day Interview 16 July 2025, highlighting its strong fundamen...

Read more
Schalk Louw featured on Stock Picks on Business Day TV, 9 July 2025

Schalk Louw featured on Stock Picks on Business Day TV, 9 July 2025

Schalk Louw featured on Stock pics on Business Day TV, 9 July 2025. He chose Remgro as his stock pick, emphasizing its s...

Read more