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.
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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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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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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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The burden on Trustees in South Africa: Relevance, Loans and Distributions
The taxation of trusts is a hot topic and every so often laws change, and trustees are left with the burden of applying ...
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The risks of early retirement and poor financial choices
Early retirement is a dream that many individuals aspire to, but for some, it becomes a necessity due to unforeseen circ...
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Optimism Surrounding Rate Cuts
Recent interest rate cuts in both the United States and South Africa have generated optimism for a smoother global econo...
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ETFs: Trends this year
With two-thirds of 2024 behind us and Boney M Christmas carols scheduled to start playing in the shopping malls in the n...
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South Africa’s biggest surprise for 2024
The nineties will definitely go down as one of the greatest decades of the century. The internet was born, we started us...
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Balancing Access and Security: Navigating the Two-Pot Retirement System
Starting 1 September 2024, South Africa will introduce a two-pot retirement system, aiming to offer both flexibility and...
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Concentration Risk within S&P500
I want to start this month's newsletter with a little story. There once was a quaint little village nestled in the mount...
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Estate Duty Considerations and Implications at Death
All Financial Advisers should consider the implications and impact of Estate Duty when making recommendations to clients...
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THE ADVANTAGES OF SAVING IN A RETIREMENT ANNUITY
As February arrives, a investors experience a sense of urgency to ramp up contributions to their retirement annuities be...
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What if my partner is not saving enough for retirement?
In South Africa, the topic of retirement savings carries significant weight, yet many find themselves struggling with th...
Read more Navigating the Economic Maze in 2024: Insights from Investment Experts
As we bid adieu to 2023, the "what if" whispers are swirling around investors like confetti at a celebration. To sneak i...
Read more Echoes of the 1970s: The looming threat of inflation and stagflation
The global economy is currently facing a confluence of factors that bear striking similarities to the conditions that le...
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Navigating offshore holdings in South African investments: A balancing act
For South African investors, the decision of when to increase offshore holdings and when to stay put has been a topic of...
Read more Practising holistic financial wellness to make it to 100
In contrast to common definitions of wealth, holistic financial wellness is a concept used by the financial planning ind...
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The pragmatic advantages of having an optimistic financial adviser
In a world often marked by uncertainty and pessimism, the role of a financial adviser who ooze unwavering optimism may s...
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Why is the most anticipated US recession not happening?
Approaching the year 2000, the Y2K bug provoked global anxiety, with fears of computer systems failing as they mishandle...
Read more Dividends are key
We all have that one thing or event that can take you right back to some of the best times in your childhood. I have ple...
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JSE as a local investment, but also not
The Johannesburg Stock Exchange (JSE) is primarily composed of companies registered in South Africa that operate within ...
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Maximising after-retirement savings
Retirement is a well-deserved phase of life that brings new opportunities and joys. However, the current economic challe...
Read more S&P500 getting into a party mood?
We have all experienced occasions like functions, parties, weddings, or braais that we initially didn't anticipate with ...
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Financial Goals: How to Adjust Course When They Look Out of Reach
Following your GPS can often lead you to unfamiliar places which can be difficult to navigate out of. To get back on tra...
Read more What’s hot and what’s not for investments in 2023
Fashion trends can be notoriously fickle. One minute, everyone is wearing neon leggings and sporting mullets, and the ne...
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SA: The road is long
I think the best way to sum up the predicament South Africa finds itself in these days is through the title and lyrics o...
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Rules to follow during banking-blues
In recent weeks, regional banks such as Silicon Valley Bank and Credit Suisse have been in the news for all the wrong re...
Read more Investment Outlook for 2023
And so, 2023 has arrived, leaving behind us a very difficult 2022 with a great sigh of relief. According to the Chinese ...
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Who should I nominate as a beneficiary on my retirement investments?
Estate planning and nominating beneficiaries can be quite a daunting exercise, given its technical and legislative natur...
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Market boulders rolling up and down
In Greek mythology, Sisyphus was punished by Hades for cheating death twice, and he forced him to roll a giant boulder u...
Read more What F1 history teaches us about the dominating team
For almost two decades between 1980 and 1998, Formula 1 racing (F1) was dominated by two teams: Williams and McLaren. Co...
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Local equity funds are rewarding investors so far in 2022
I will never forget our morning routine growing up in the 80s. My mother would wake us up to get ready for school and th...
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Statistics aside: single moms and saving
Women’s month this year has brought up many important topics affecting women. Industry-wise, a lot of emphasis has been...
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Options at Retirement - How do I receive an income?
Most South Africans know and understand the benefits of investing into retirement products to reduce their income tax li...
Read more How close is the USA to a crash?
On several occasions in the past, I have referred to the fact that no one can determine what will happen tomorrow with a...
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Relativity in the investment world
Relativity in the investment world is as important as it is in the real word. Let’s use the Covid-19 pandemic as an exam...
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The South African market in perspective
I will be the first to admit that I didn’t really think that South Africa had a chance to emerge victoriously from the 2...
Read more How much do you need to retire comfortably?
I know I have mentioned this a few times over the course of the last year, but these are very strange times we find ours...
Read more Tech - Will this time be different?
Tech stocks have fallen dramatically. Naturally, this has been one of the most popular topics of conversation, with most...
Read more What are the Big Guns’ favourite stock preferences?
In any professional team sport, it’s interesting to note that the most successful teams seem to repeat their successes o...
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