WELCOME TO PLEXUS WEALTH!
Whether you want to grow your wealth, enjoy a secure retirement or cover yourself against life’s risks, we’ll help you to achieve your financial goals and dreams. We provide independent financial advice and access to solutions from respected insurance and investment providers, as well as our own range of funds.
WHAT IS YOUR FINANCIAL GOAL?
GROW YOUR WEALTH
Plant a seed today and reap the harvest tomorrow! From local to global investments, we guide your choices…
PLAN FOR RETIREMENT
We advise how best to save for your golden years, so you can enjoy a financially comfortable retirement…
SECURE INCOME AT RETIREMENT
You’ve worked for many years and need advice to convert your pension savings into a retirement income…
DRAW UP A WILL
When you have assets, it’s wise to have a will. We’ll help draft your will so your last wishes can be fulfilled…
THE PLEXUS WEALTH FUNDS
Plexus Wealth BCI Conservative Fund
This cautiously managed portfolio looks to provide high income & stable real capital growth.
Plexus Wealth BCI Balanced Fund
This fund seeks to obtain long-term capital growth with some income at moderate risk levels.
Plexus Wealth BCI Property Fund
A real estate portfolio that aims to provide high income & long term capital appreciation.
Plexus Wealth BCI Flexible Property Income Fund
This fund aims to provide high income from mainly listed property securities & high yielding securities.
In terms of the Financial Advisory and Intermediary Services Act, 2002 (Act No. 37 of 2002) (FAIS):
Plexus Wealth (Pty) Ltd (Plexus Wealth KZN) is an authorised discretionary financial services provider (FSP licence #25949).