Local Investments
Build Your Wealth with Local Investments
Contrary to what some people think, you do not have to be wealthy to benefit from formally investing your money to create wealth.
The sooner you start, the better. There are so many products to help you save that there is no excuse. Investing is easy: you can buy shares on this website with R10, save in a foreign currency, start an offshore pension, take advantage of a tax-free savings account or start a retirement annuity.
There are hundreds of options available, and we are here to help and guide you based on your circumstances, whether you have just started or are already a billionaire. Local investments can form an important part of a balanced plan.
At Sweidan and Co, we are not leading investment analysts, economic advisers or asset managers. However, because of our independence, we know who the best providers are. Our role is to match these service providers and products to your unique circumstances to give you the best chance of success.
Effective retirement planning calls for more than just putting aside a fixed amount every month in a savings account. Doing that is better than doing nothing, but the fact is that your money could be doing so much more. After all, you work hard to earn it, so why should it not work hard for you in return?
Once upon a time, people thought that financial advisers were only for the very wealthy, but that is no longer the case. Anyone who wants to build their wealth and enjoy a comfortable retirement should have one on their side, and that is what Sweidan & Co is offering to you.
Our independent financial advisers are fully qualified, highly trained professionals whose only goal is to make sure that people like you make the most of the money they have. Make the decision today to get your money working harder and arrange an appointment to consult with one of them.
Your personal financial adviser will sit down with you and, after taking stock of all the important variables, including your income, age, future goals and personal risk tolerance, help create a wealth-building investment plan that is right for you.
Independent Financial Advice
As independent professionals, we are not interested in selling a product to you. Our goal is to get the best possible results for you by creating a diversified investment portfolio, one that makes use of both traditional tools and, if it is right for you, more sophisticated strategies such as offshore investing. The aim is to grow your wealth steadily and sensibly.
Start Your Investment Journey
The first step to building your wealth is speaking with an experienced independent financial adviser. Contact us today for an appointment to discuss suitable local investment options for your goals and time horizon.
Plan your future on your coffee break
Let us help you take control of your financial future. Give us information about your personal circumstances, risk preference and savings objectives. We will build a fully diversified investment portfolio uniquely suited to your needs.
Get StartedOffshore Investing Made Easy
In a time when market volatility in South Africa is a major concern, and the Rand is less than stable, savvy investors realise that diversifying their portfolio into offshore investments can be an excellent way to maximize the potential of their investments.
Learn MoreDo you Have a Valid Will?
Under South African law, a person who dies without making a Will leaves their estate to be distributed according to Intestate Succession. This essentially means that the Government – following standard hieratical rules – will decide how your estate is settled.
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