BizSmart has partnered with Anchor Capital, one of South Africa’s leading wealth managers, to offer investment solutions as part of our comprehensive BizSmart package.

We offer personalised advice that covers financial and investment planning that sits within each client’s professional tax advice framework, catering to their different needs and aspirations.

Our Wealth Management offering is built on ensuring that our clients understand their investments and the risks associated with every component of their portfolio when setting off on their wealth journey. We provide complete transparency and insight into the underlying investments that make up a client’s solution and ensure that their journey ends at the destination it was meant to.

To cater to a diverse client base, we have developed a range of different portfolios and solutions encompassing retirement and discretionary investments. We create an achievable plan which we implement alongside our clients and continually test the appropriateness of the plan and the products we have used to achieve our clients’ financial goals.

This service is predicated on long term, trusted relationships and face to face advice.