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COMPANY OVERVIEW

COMPANY OVERVIEW. PSG. PSG is a leading independent financial services company which offers a unique value orientated approach to clients’ financial planning requirements.

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COMPANY OVERVIEW

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  1. COMPANY OVERVIEW

  2. PSG PSG is a leading independent financial services company which offers a unique value orientated approach to clients’ financial planning requirements. Our business is founded on the fundamental principles of integrity, trust and transparency. We place a strong emphasis on personal service and building lifelong relationships with our clients.

  3. Goal To make a difference in the lives ofall our stakeholders by creating and preserving wealth through excellence.

  4. Business Structure PSG Group 62.88% Other 37.12% (1756 Shareholders) PSG Wealth 100% PSG Asset Management 100% PSG Insure 100% Distribution & Marketing * 100% SUPPORT *Includes PSG Employee Benefits

  5. Our Footprint We are the largest independent intermediary in South Africa… • 241 Business Entities • 182 Offices • 772 Staff • 597 Advisors

  6. Services • Financial Planning • Investments • Stockbroking • Short-term Insurance • Estate and Trust Advisory Services • Employee Benefits • Healthcare

  7. Achievements Multiple Raging Bull awards Morningstar award SA Stockbroker of Year 2011, 2012 & 2013 National broker of the year 2011 & 2012 Wealth Manager of the year 2012

  8. Vision To be the leading independent financial services group in Southern Africa and selected regions abroad.

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