ABOUT VESTED WEALTH MANAGEMENT
Vested Wealth Management (Pty) Ltd known as “Vested Wealth”, is an Authorised Financial Services Provider, offering independent financial planning advice and services to professionals and corporate clients. The company is registered with the Financial Sector Conduct Authority (FSCA). A detailed list of all the licensed categories and sub categories can be found here.
At Vested Wealth we aim to establish a lasting and prosperous relationship with our clients. To achieve this we gather relevant information, analyse and assess the financial position, create a financial plan and present recommendations. To conclude, we implement the recommendations and review these on a regular basis.
Vested Wealth has appointed an Independent Compliance Officer, namely Key Compliance, to audit all regulatory aspects with regards to the Financial Intelligence Centre (also known as FIC) and the Financial Advisory and Intermediary Services (knowns as FAIS). We also comply with all regulations set by the Financial Sector Conduct Authority (FSCA).
Greg Louw
Greg matriculated from Grey High school after which he continued his studies at Nelson Mandela Metropolitan University. He graduated with a BCom Marketing Degree and furthered his qualifications by completing a Post Graduate Diploma in Financial Planning. He has gained a wealth of knowledge and experience working in the independent financial advisory sector over several years.
As a financial planner, Greg‘s main goal is to help clients make well-informed decisions and create a bespoke financial plan while taking clients goals and needs into account.
Stephan Steinmann CFP®
Stephan is a Certified Financial Planner® and belongs to the Financial Planning Institute of Southern Africa. Stephan holds a BCom Marketing Degree as well as a BCom Financial Planning Degree which he obtained from NMMU. While working with one of the major banks in South Africa, he also completed his post graduate diploma in financial planning, and after passing his board exam attained his CFP®.
Stephan first entered the industry over a decade ago. During his employment with large corporate companies as well as privately-owned financial practices, he has gained experience in both individual and corporate financial planning
SERVICES
Investment Planning – Onshore & Offshore
One of the most important decisions when it comes to investment planning, is the diversity amongst the various asset classes that are to be invested in. Studies have shown that tactical asset allocation affects performance far more than market timing.
Retirement Planning
Do you have sufficient capital to substitute your income one day when you retire, or are you currently retired and unsure how long your capital will last? How does inflation affect your monthly income? Studies have shown the following with regards to retirees..
Estate Planning
Estate planning is the act of planning, while you are still alive, to transfer one’s assets after passing away.
Estate planning encompasses the following:
- Methods to save on estate duty tax…
Business Assurance
Business assurance is the process of planning and implementing strategies to overcome the effects of a risk event (mostly death and disability) and the impact it may have on a business. Business assurance generally affects 3 parties, namely:
- The business…
Key Person Insurance
Businesses often have staff in key positions on which they highly depend. Often it is the Managing Director, however, it could include any designation such as your Accountant, Sales Manager or any specialist within the company.
Contingent Liability agreements
Shareholders often sign personal surety to enable the approval of a loan for their business. By drafting a Contingent Liability Agreement, one ensures that the loan will be repaid regardless of death, disability or lack of replacement.
Employee Benefits
In an ever-changing regulatory environment, Vested Wealth Management offer advice to boards of management specifically pertaining to Pension Funds, Provident Funds and Group Retirement Annuities and more importantly, the differences between them.
Vested Wealth Management have created specific…
PRESS OFFICE
TIME IN THE MARKET VS. TIMING THE MARKET
Investing on the JSE All Share Index over the past three to four years has proven to be challenging from a return on investment point of view, particularly when the ’less’ risky asset classes have been delivering superior performance. However, it is crucial to...
QUALITIES FOR GOOD ADVICE
Drafting your own financial plan can be a daunting task. Typically, people do not have the experience, time or knowledge to investigate the complexities of financial planning and/or the products available. Finding a suitable financial planner can be just as...
THINK OUTSIDE THE ‘BOX’
There has been a lot of noise and unpredictability in the market lately with frequently asked questions such as, “Are share markets overpriced? Is there an international bond bubble? Are interest rates falling?” This uncertainty has understandably generated reasons...
CONTACT US
Address: 46 Mangold Street, Newton Park
Port Elizabeth, 6045
Stephan: +27 84 247 3596
Greg: +27 82 431 7656
Stephan: stephan@vestedwm.co.za
Greg: greg@vestedwm.co.za