Tyger Waterfront

Mission Statement

At PSG Wealth Tyger Valley Stockbroking and Financial Planning we acknowledge the fact that each person has dreams and goals they want to achieve in their lives. We partner with our clients to make those dreams and goals a reality. We aim to achieve this by forging long-term relationships with clients that span generations, ensuring successful inter-generational wealth transfer. This remains a cornerstone of preserving wealth for future generations and a primary objective of our business. Our systematic approach to goal setting and monitoring of these goals ensures progress on a continuous basis through all stages of life.

Actions we take in the process include:

• Regular interaction with clients
• Monitoring progress with our clients’ goals and amending their plans as they go through the different stages of life and when they experience life-changing events
• Using best-of-breed products to address the needs of our clients
• Also ensuring that our clients have the peace of mind that there is continuity within our practice and that they get access to professionals in various disciplines while still having a primary relationship with their Wealth Adviser.

Vision

To build long-term relationships with our clients, assisting them with financial planning to help them achieve financial independence. We want to play a significant role in our clients’ wealth planning, such as making provision for life’s unforeseen events as well as for retirement.