| Investments |
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| Are you a long-term investor yet? |
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Are you aware of the need to invest? Are you actively involved in your investment decisions?
Long Term Investors have a clearly laid out long-term plan that will allow them to reach their financial objectives. They invest in education and take advantage of periodic investing and, where possible, invest in a tax-advantaged way. Most importantly they seek out advice from competent financial planners.
You don't have to be some big-time investor, investing in real estate, businesses & commodoties to be a long-term investor.
De Villiers Brokers believe that you have to know what you want if you want to stand a chance to get there.
Have you sat down with your family and mapped out a plan? Do you know at what age you want to stop working? A long-term financial plan tells you how to reduce your consumer debt while putting away a small amount of money into a top mutual fund that could be a head start on retiring with peace of mind.
Use insurance vehicles wisely and then get into the game with small deals to start investing. For people who don't like risk, who's focus i on their professions instead of on the subject of investing, it is so important to seek advice of financial planners. De Villiers Brokers can help you develop your investment strategy.
Never under estimate the advantage of time. Combine patience, time and early, regular investment, you can make it to phenomenal wealth. |
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- Collective Investments (Unit Trusts)
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De Villiers Brokers work with some of the biggest role players in the collective investment industry in South Africa, such as Sanlam who is a leader in offering innovative investment solutions. Our business strategy and philosophy is to offer client-focussed investment solutions based on a wide range of easy-to-understand products.
The product range aims to satisfy the investments needs and requirements of our clients, giving them a choice of single- and multi-manager solutions, local and offshore, across all identified risk profiles and asset classes.
Other renowned financial services companies have also partnered with us to offer third party funds. In these cases, the third party funds are distributed and promoted by the respective financial services companies, whereas De Villiers Brokers is responsible for the client administration and compliance. |
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| Conservative Equity Portfolio |
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| Portfolio Objective |
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| The primary investment objective is to provide above average total returns (capital plus income) over an investment horizon of three to five years, with a significant income component. The investment will be in a mix of quality ordinary shares and high yielding other instruments (such as units in property trusts and property loan stock companies, and preference shares) listed on the JSE. |
| Moderate Equity Portfolio |
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| Portfolio Objective |
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| The primary objective is to provide above-average total returns (capital plus income) over an investment horizon of three to five years, by investing in quality ordinary shares listed on the JSE |
| Aggressive Equity Portfolio |
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| Portfolio Objective |
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| The primary objective is to provide above average total returns (capital plus income) over an investment horizon of one to three years, by investing in quality ordinary shares listed on the JSE. In pursuit of this objective, the management of the portfolio will generally be more aggressive than that of the Conservative Equity or Moderate Equity model portfolios, in terms of both the frequency of changes and the weightings of sectors and shares. |
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A dilemma often faced by high net worth individuals is how to optimise the performance of their offshore investments but still deal directly with a South African company. Finding the right international partners becomes critically important. As a De Villiers Broker client you will be one of an elite few who can enjoy the best of both worlds. Not only do you gain access to the top echelon of global partners, you’re assured of comprehensive local support from a premier league South African companies such as Sanlam. And of course your own portfolio manager will be appointed to provide face to face contact that is both expert and professional.
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| What De Villiers Brokers can offer you |
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| Bespoke global portfolio |
| Global portfolio |
| Your choice of Global Equity and Global Balanced funds |
| Global trading account |
| Portfolio of international mutual funds |
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Certain investments offer you the best of both worlds – income generation plus exposure to the growth potential of the markets. These types of investments are suitable for all life stages from your early working years right through to supplementing your retirement income.
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| Some innovative product from Old Mutual |
| Max Income Plan |
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Max Income from Old Mutualis an innovative income solution that is simple to understand and flexible enough to be tailored to suit your personal needs. It offers the choice of a guaranteed income for a fixed term or for life. You can also choose between a single and a joint income. This is an ideal income-generating product if you have
R10 000.00 or more to invest. |
| Galaxy Income Plan |
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This is an ideal product if you have R50 000.00 or more to invest and want total liquidity. Enjoy the benefits of drawing a fixed income from your investment while exposing your capital to the potential growth and flexibility of a unit trust-based portfolio.
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"Put a little money down. Start small. If you find an investment you want to invest in, put a little money down. It's amazing how quickly your intelligence grows, when you have some money on the line. Don't bet the ranch, your mortgage payment, or your child's college education. Simply, put a little money down... and then pay attention and learn."
Robert T kiyosaki - Author of Rich Dad, Poor Dad
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