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
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