BizSmart Wealth Management
Financial and Investment Planning Solutions
BizSmart has partnered with Anchor Capital, one of South Africa’s leading wealth managers, to ensure our clients have access to expert investment solutions alongside our comprehensive BizSmart package.
BizSmart refers clients to Anchor Capital, who provide personalised wealth management services suited to each client’s professional tax advice framework, catering to their different needs and aspirations.
Their Wealth Management offering is built on ensuring that clients understand their investments and the risks associated with every component of their portfolio when setting off on their wealth journey. They 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, Anchor Capital has developed a range of different portfolios and solutions encompassing retirement and discretionary investments. They create an achievable plan which is implemented alongside clients, and continually test the appropriateness of the plan and the products used to achieve clients’ financial goals.
This service is predicated on long term, trusted relationships and face to face advice.
BizSmart is not a licensed Financial Services Provider and does not render financial advice or intermediary services. All wealth management and investment services are rendered exclusively by our partner, Anchor Capital (Pty) Ltd, an authorised Financial Services Provider (FSP #39834) regulated by the Financial Sector Conduct Authority (FSCA).