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…
MANAGE FINANCIAL RISK
Life is uncertain, but with the right cover to manage risk, you have peace of mind, knowing you are financially prepared…
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…
SOLUTIONS FOR EMPLOYEES
Your employees will benefit with our cost-effective solutions to save for retirement. It’s easy to implement and manage…
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.
INVEST TODAY!
ABOUT US
OPINION
Read the latest issue of Wealth Watch for insight into key issues.
WHY CHOOSE US?
See why we are the financial planners of choice to our clients.
OUR ADVICE PROCESS
These are the steps we follow to create unique financial plans.
In terms of the Financial Advisory and Intermediary Services Act, 2002 (Act No. 37 of 2002) (FAIS):
Plexus Wealth (Pty) Ltd is an authorised discretionary financial services provider (FSP licence #52208).
CONTACT US
Durban
T: +27 (0)31 940 0470
Cape Town
T: +27 (0)21 200 0407
Johannesburg
T: +27 (0)31 940 0470
Click here to email us
Want a financial planner to meet with you? Contact us online.