Wealth Management
Opportunities that balance security & smart growth
The Simonis Storm (SS) Wealth Management process can help you navigate the maze of available financial services, in the context of your existing investment portfolio and your future needs. We work holistically: supporting your short-term liquidity needs and lifestyle requirements, while also considering your business and entrepreneurial goals.
Portfolio Management
The SS Portfolio Management style focuses on investing in blue-chip stocks, known for their consistent returns. These investments typically exhibit lower volatility, helping to reduce risk. While the path can be challenging, particularly during economic downturns, these companies tend to generate profits over time, which is why we prioritize long-term investing.
Simonis Storm clients have access to an online trading system, via agreements with leading regional and international stockbrokers, which offers you the option to manage your own portfolio and buy/sell shares listed on the NSX, the JSE and global stock exchanges.
Estate Planning
Inter-generational wealth is only possible with a well-structured estate plan in place. But, regardless of your financial position, estate planning also helps you to preserve wealth during your lifetime.
Although it can be both difficult and emotional to address, estate planning brings with it the most wonderful sense of emotional and financial security.
Investment Services
Transform your investment objectives into reality with Simonis Storm investment services and expert advice, supported by our genuinely global investment approach.
Access the best local and international markets and grow your capital long term. Find a savings or investment solution that is tailored to your risk appetite.
Retirement Planning
A comfortable and easy retirement evades only those who fail to plan. Your retirement dreams – whatever they might be – can be realised in the future, provided that you understand now what’s required to fulfil them.
At Simonis Storm we help set the course and regularly review your progress.
