FINANCIAL ADVISERS
DIRECTORY @MMMagza @MoneyMarketingSA
www.moneymarketing.co.za
2026
Talk to us about including our funds as part of your investment portfolio. ask@peregrine.co.za
*Fund performance: Returns are quoted net of fees Annual management fee: 1.5% Fee class status: Class: A, distributing
Fund performance provided as at 31 January 2026 Performance fee: 20% subject to High Water Mark Source: Peregrine Capital
Peregrine Capital Proprietary Limited (“Peregrine Capital”) is an authorised financial services provider and is the investment manager of the Peregrine Capital High Growth QI Hedge Fund (“High Growth Fund”). Peregrine Capital Collective Investments (RF) Proprietary Limited, is an approved manager of collective investment schemes in terms of the Collective Investment Schemes Control Act, 2002. Net asset value figures (NAV to NAV) have been used for the performance calculations, as calculated by the manager at the valuation point defined in the deed, over all reporting periods. The performance is calculated for the portfolio. Individual investor performance may differ, as a result of initial fees, the actual investment date, the date of reinvestment and dividend withholding tax. Performance is based on a lump sum contribution and is shown net of all fund charges and expenses and includes the reinvestment of distributions. Actual annual figures are available to the investor, on request at ask@peregrine.co.za. Investment performance calculations are available for verification upon request by any person. A schedule of fees, charges and maximum commission is also available on request from the manager. The rate of return is calculated on a total return basis, and the following elements may involve a reduction of the investor’s capital: interest rates, economic outlook, inflation, deflation, economic and political shocks or changes in economic policy. Annualisation is the conversion of a rate of any length of time into a rate that is reflected on an annual basis. Past performance is not indicative of future performance. This is a medium to high-risk investment. The value of participatory interests or the investment may go down as well as up. Collective investment schemes are traded at ruling prices and can engage in borrowing and scrip lending. The manager does not provide any guarantee either with respect to the capital or the return of a portfolio. The manager has a right to close the portfolio to new investors in order to manage it more efficiently in accordance with its mandate.
*Fund Name
Inception date
Highest annual return
Lowest annual return
Latest 1 year
Latest 5 years
Latest 15 years
High Growth Fund
Feb-00
53.01% (2004)
-11.98% (2008)
14.68%
14.52%
17.15%
CPI +5%
Feb-00
8.76%
10.19%
10.26%
ASISA South Africa MA High Equity
Feb-00
20.52%
12.67%
9.58%
27.49% (2004)
-8.24% (2008)
EDITOR’S COMMENT
CONTENTS
n an industry defined by constant innovation, regulation and competition, the ability to quickly identify the right partners and products is more critical than ever. That is precisely why we created this Financial Directory – a practical, credible resource designed to help financial advisers confidently navigate the complex landscape of financial products, services and solutions. Within these pages, you will find curated listings of key industry players spanning alternative investment houses, black-owned asset managers, collective investment schemes, employee benefits providers, structured product specialists, fund managers, insurers and offshore solution providers. Each category has been carefully compiled to give you a clear view of the breadth of expertise available in the market. This directory is a contact list but it’s more. It is a working tool that is designed to save you time, broaden your perspective and support more informed decision-making on behalf of your clients. In a profession built on trust and outcomes, access to the right information and the right partners can make all the difference. We hope this guide becomes a valued reference on your desk and a catalyst for stronger client solutions and longterm success.
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Stay financially savvy, Sandy Welch Editor: MoneyMarketing
04 Alternative Investments 12 Beneficiary Funds 12 Black-Owned Asset Managers 14 Collective Investments 18 Compliance 19 Discretionary Fund Managers 20 Employee Benefits 22 Exchange Traded Funds 24 Fund Managers 30 Industry Bodies 31 Linked Investment 33 Long-Term Insurance 37 Medical 38 Offshore 42 Private Clients 43 Shari’ah Investing 44 Short-Term Insurance 45 Software Solutions 51 Underwriting Managers
www.moneymarketing.co.za
53 Trusts
EDITORIAL
PUBLISHING TEAM
EDITOR: Sandy Welch sandy.welch@media24.com LAYOUT & DESIGN: David Kyslinger
GENERAL MANAGER: Dev Naidoo HEAD OF CONTENT & DIGITAL STRATEGY: Varushka Padayachi PRODUCTION MANAGER: Angela Silver ART DIRECTOR: David Kyslinger
ADVERTISING KEY ACCOUNTS MANAGER: Mildred Manthey Direct: +27 (0) 72 832 5104 mildred.manthey@media24.com
DISTRIBUTION & SUBSCRIPTION Rae Morrison Email: Rae.Morrison@media24.com
JOHANNESBURG OFFICE: Building 13, The Woodlands Office Park, 20 Woodlands Drive, Woodmead, Sandton Postal Address: PO Box 784698, Sandton, Johannesburg, 2146 Tel: +27 (0)11 877 6111
Unless previously agreed in writing, MoneyMarketing owns all rights to all contributions, whether image or text. SOURCES: Getty Images, supplied images, editorial staff. While precautions have been taken to ensure the accuracy of its contents and information given to readers, neither the editor, publisher, or its agents can accept responsibility for damages or injury which may arise therefrom. All rights reserved. © MoneyMarketing. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, photocopying, electronic, mechanical or otherwise without the prior written permission of the copyright owners. © MoneyMarketing is not a financial adviser. The magazine accepts no responsibility for any decision made by any reader on the basis of information of whatever kind published in the magazine.
Printed and Bound by Novus Print Published by Media24 (Pty) Ltd
While precautions have been taken to ensure the accuracy of its contents and information given to readers, neither the editor, publisher, or its agents can accept responsibility for damages or injury which may arise therefrom. All rights reserved. © MoneyMarketing. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, photocopying, electronic, mechanical or otherwise without the prior written permission of the copyright owners. © Copyright MoneyMarketing 2026
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A LT E R N AT I V E I N V E S T M E N T S 27FOUR INVESTMENT MANAGERS Firestation Rosebank, 16 Baker Street, Rosebank, Johannesburg (011) 442 2464 www.27four.com
ALEXANDER FORBES 115 West Street, Sandton, Johannesburg (011) 269 0000 www.alexanderforbes.co.za
36ONE ASSET MANAGEMENT 6A Sandown Valley Crescent, Sandown, Johannesburg (010) 501 0250 www.36one.co.za
ALL WEATHER CAPITAL Katherine Towers, 1 Park Lane, Wierda Valley, Johannesburg, 2196 (011) 722 7382 www.allweather.co.za
ABSA ALTERNATIVE ASSET MANAGEMENT Absa Towers North, 180 Commissioner Street, Johannesburg 0860 000 005 www.absainvestmentmanagement.co.za ACTIS AFRICA Cradock Heights, 21 Cradock Avenue, Rosebank, Johannesburg (011) 778 5900 www.act.is ACUMEN CAPITAL Fourways Manor Office Park, Macbeth Street, Johannesburg, 2191 (011) 467 8460 www.acumencapital.co.za AFRICAN INFRASTRUCTURE INVESTMENT MANAGERS 1 Mutual Place, 107 Rivonia Road, Sandton, Johannesburg (011) 217 1000 www.aiimafrica.com AG CAPITAL 27 Somerset Road, Green Point, Cape Town, 8000 (021) 401 8900 www.agcapital.co.za AGIS INVESTMENTS One Vdara, 41 Rivonia Road, Sandhurst, Johannesburg (010) 593 6440 www.agis-holdings.co.za
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ALPHA WEALTH The Terraces, 25 Protea Road, Claremont, Cape Town (021) 683 1354 www.alphawealth.co.za AMPLIFY Kildare House, 1 Oakdale Road, Newlands, Cape Town, 7700 (021) 671 0630 www.amplify.co.za ANCHOR ASSET MANAGEMENT 25 Cullross Road, Bryanston, Johannesburg (011) 591 0500 www.anchorcapital.co.za ASHBURTON INVESTMENTS 4 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg (011) 282 8800 www.ashburtoninvestments.com ATA CAPITAL 9th Floor, 90 Grayston Drive, Sandton, Johannesburg (011) 321 1636 www.atacapital.co.za ATHENA CAPITAL Fernwood House, The Oval, 1 Oakdale Road, Newlands, Cape Town (021) 657 3810 ww.athenacapital.co.za
A LT E R N AT I V E I N V E S T M E N T S AWETHU PROJECT CAPITAL 11 Kotze Street, Braamfontein, Johannesburg (011) 024 1606 www.awethuproject.co.za BLUEALPHA INVESTMENT MANAGEMENT Convention Tower, Heerengracht Street,Cape Town, 8001 (021) 409 7100 www.bluealphafunds.com BOPA MORUO PRIVATE EQUITY 3 Exchange Square, 87 Maude Street, Sandton, Johannesburg (010) 900 2019 www.bopamoruo.co.za
DESTINATA HOLDINGS Fairways Office Park, 5 Niblick Way, Somerset West, Cape Town (021) 851 3590 www.destinataholdings.com EDGE CAPITAL 3 Heuwelkruin Close, Durbanville, Cape Town, 7550 (021) 976 1012 www.edge.co.za EMPIRIC CAPITAL 24 Gardner Williams Avenue, Paardevlei, Cape Town, 7130 (021) 851 3123 www.empiriccapital.com
CAPITAL INTERNATIONAL Great Westerford, 240 Main Road, Rondebosch, Cape Town (021) 201 1070 www.capital-iom.com
ETHOS PRIVATE EQUITY 35 Fricker Road, Illovo, Johannesburg (011) 328 7400 www.ethos.co.za
CAPITALWORKS INVESTMENT PARTNERS Capital Hill, 6 Benmore Road, Benmore, Sandton, Johannesburg (011) 301 3000 www.capitalworksip.com
FAIRTREE CAPITAL Cnr Carl Cronje Dr & Old Oak Rd, Bellville, Cape Town (021) 943 3790 www.fairtree.com
CAPRICORN CAPITAL PARTNERS Capricorn House, 32 Impala Road, Chislehurston, Johannesburg (011) 066 0723 www.capricornsa.com
GAIA PRIVATE EQUITY 37 Vineyard Road, Claremont, Cape Town (021) 671 7210 www.gaiape.co.za
CATALYST FUND MANAGERS Protea Place, Protea Road, Claremont, Cape Town (021) 657 5500 www.catalyst.co.za CONVERGENCE PARTNERS 30 Jellicoe Road, Rosebank, Johannesburg (011) 550 5320 www.convergencepartners.com
GLOBAL CAPITAL 21 West Street, Houghton, Johannesburg (011) 728 0255 www.glocapital.com GROVEST 64 Katherine Street, Sandton, Johannesburg (011) 262 6433 www.grovest.co.za GROWTHGRID 1 Westlake Dr, Westlake, Cape Town (027) 761 0915 www.growthgrid.co.za
DIREC TORY 2026
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A LT E R N AT I V E I N V E S T M E N T S HARITH GENERAL PARTNERS Block A1, 34 Impala Road, Chislehurston, Johannesburg (011) 384 4000 www.harith.co.za
ITRANSACT 15 Philips Street, Ferndale, Randburg, Johannesburg 0861 432 383 www.itransact.co.za
HAVAÍC The Pavilion, Dock Road, V&A Waterfront, Cape Town (021) 140 3569 www.havaic.com
KALON VENTURE PARTNERS 71, 4th Street, Houghton, Johannesburg (010) 140 4939 www.kalonvp.com
HELICAL CAPITAL PARTNERS 30 Jellicoe Avenue, Rosebank, Johannesburg (010) 271 0700 www.helicalpartners.com
KENAKO CAPITAL 7 Kildare Centre, Wheelan Road, Newlands, Cape Town (021) 671 3311 www.kenakocapital.co.za
HERITAGE CAPITAL The Place, 1 Sandton Drive, Sandton, Johannesburg (010) 594 4708 www.heritagecapital.co.za HEWETT WEALTH Block 16 B, Willowbrook Office Park, Ruimsig, Johannesburg, 1724 (010) 597 7506 www.hewettwealth.co.za i-CUBED CAPITAL Greenacres Office Park, Rustenburg Road, Victory Park, Johannesburg (011) 888 0027 www.icubedcapital.co.za INDEPENDENT ALTERNATIVES 42 Homestead Road, Jupiter House, River Park, Johannesburg, 2191 (011) 234 0187 www.independentalternatives.co.za INDEPENDENT INVESTMENT SOLUTIONS Block 16 B, Willowbrook Office Park, Ruimsig, Johannesburg, 1724 (010) 597 6687 www.i2solutions.co.za
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KINGSON CAPITAL 2A, 21 York Road, Gillitts, Durban 278 234 08633 www.kingsoncapital.com KZN GROWTH FUND Delta Towers, 303 Dr Pixley Kaseme Street, Durban (031) 372 3720 www.kzngrowthfund.co.za LAURIUM CAPITAL 90 Grayston Drive, Sandown, Johannesburg, 2196 (011) 263 7700 www.lauriumcapital.com LUCID VENTURES 32 Kloof Street, Gardens, Cape Town (021) 300 6189 www.lucidventures.co.za MEDU CAPITAL 35 Ferguson Road, Illovo, Johannesburg (011) 268 9140 www.meducapital.co.za
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A LT E R N AT I V E I N V E S T M E N T S MERGENCE INVESTMENT MANAGERS Cape Town Cruise Terminal, Duncan Road, V&A Waterfront, Cape Town (021) 433 2960 www.mergence.co.za
NITROGEN FUND MANAGERS Illovo Edge, Fricker Road, Illovo, Johannesburg, 2196 (011) 243 5046 www.nitrogenfm.co.za
METIER 5 Commerce Square, 39 Rivonia Road, Sandhurst, Johannesburg (011) 268 4000 www.metier.co.za
NOVARE Cliffs Office Block 1, Carl Cronje Drive, Bellville, Cape Town (021) 914 3944 www.novare.com
METOPE INVESTMENT MANAGERS Portswood Ridge, Portswood Road, V&A Waterfront, Cape Town (021) 418 3760 www.metopegroup.com
OAKTREE VENTURE CAPITAL INVESTMENTS 33 Church St, Cape Town (021) 201 2260 www.theoaktreevcc.co.za
MeTTa CAPITAL 164 Katherine Street, Pinmill Office Park, Strathavon, Johannesburg (011) 568 1312 www.mettacapital.co.za MOMENTUM INVESTMENTS 268 West Avenue, Centurion, Pretoria (012) 671 8911 www.momentuminv.co.za NEDBANK CAPITAL Block F, Nedbank Sandton , 135 Rivonia Road , Sandown, Johannesburg 0860 555 111 www.nedbankcapital.co.za NESA CAPITAL Block 3, Commerce Square, 39 Rivonia Road, Sandhurst, Johannesburg (011) 326 3903 www.nesacapital.co.za NINETY ONE 36 Hans Strijdom Avenue, Foreshore, Cape Town (021) 901 1000 www.ninetyone.com
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OBSIDIAN CAPITAL 5 Fricker Road, Illovo, Johannesburg, 2196 (011) 219 6300 www.obsidiancapital.co.za OLD MUTUAL ALTERNATIVE INVESTMENTS Mutualpark, Jan Smuts Drive, Pinelands, Cape Town (021) 509 5022 www.oldmutualinvest.com OPTOMISE Melrose Arch, 14 Whiteley Road, Melrose, Johannesburg 087 153 1192 www.optomise.co.za PEREGRINE CAPITAL (PTY) LTD Physical address: 5th Floor, 39 Wierda Road West, Wierda Valley, Sandown, Sandton, Johannesburg, 2196 +27 86 000 7252 www.peregrine.co.za PERPETUA INVESTMENT MANAGERS The Citadel, 15 Cavendish Street, Claremont, Cape Town (021) 674 4274 (CT Head Office) Tel: (011) 759 4061 (Jhb) www.perpetuaim.co.za
A LT E R N AT I V E I N V E S T M E N T S PHATISA Ballywoods Office Park, 33 Ballyclare Drive, Bryanston, Johannesburg (011) 463 1920 www.phatisa.com
SENQU CAPITAL Illovo Edge, Fricker Road, Illovo, Johannesburg, 2196 (011) 243 5059 www.senqucapital.com
POLAR STAR MANAGEMENT Convention Tower, Heerengracht Street, Foreshore, Cape Town (021) 409 7120 www.polarstarfunds.com
SPEAR Great Westerford, 240 Main Road Newlands, Cape Town (021) 001 2359 www.spearcapital.com
PRIME INVESTMENTS 28 Peter Place, Lyme Park, Sandton, Johannesburg (010) 594 2100 www.primeinvestments.co.za
STANLIB 17 Melrose Boulevard, Melrose Arch, Johannesburg 0860 123 003 www.stanlib.com
PROTEA CAPITAL MANAGEMENT 7 Northridge Avenue, Sunnyridge, Germiston, 1401 (021) 402 1600 www.proteacapitalmanagement.com
STEYN CAPITAL MANAGEMENT 97 Jip de Jager Drive, Bellville, Cape Town, 7530 (021) 001 4682 www.steyncapitalmanagement.com
ROCKWOOD PRIVATE EQUITY Inanda Greens, 54 Wierda Road West, Wierda Valley, Johannesburg (010) 060 4148 www.rockwoodpe.co.za SANARI CAPITAL 90 Grayston Drive, Sandton, Johannesburg 076 456 3339 www.sanari.co.za SANLAM INVESTMENTS 2 Strand Road, Bellville, Cape Town 0860 100 266 www.sanlaminvestments.com SASFIN 29 Scott Street, Waverley, Johannesburg (011) 809 7500 www.sasfin.com
SUMMIT PRIVATE EQUITY One Vdara Towers, 41 Rivonia Rd, Sandhurst, Johannesburg (010) 880 1812 www.summitafrica.com SYGNIA ASSET MANAGEMENT The Foundry, Cardiff St, Green Point, Cape Town 0860 794 642 www.sygnia.co.za TANTALUM CAPITAL South Wing Great Westerford, 240 Main Road, Cape Town (021) 680 6500 www.tantalum.co.za TBI INVESTMENT MANAGERS 35 Willie van Schoor Avenue, Bellville, Cape Town (021) 948 0322 www.tbi.co.za
DIREC TORY 2026
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A LT E R N AT I V E I N V E S T M E N T S TEREBINTH CAPITAL 4 Bridal Close, Tyger Falls, Tyger Valley, Cape Town, 7530 (021) 943 4823 www.terebinthcapital.com
VISIO CAPITAL MANAGEMENT The Place, Sandton Drive, Sandton, Johannesburg (011) 245 8900 www.visiocapital.co.za
THIRD WAY INVESTMENT PARTNERS Katherine Towers,Wierda Road West, Wierda Valley, Johannesburg, 2196 (011) 684 1192 www.thirdway.co.za
WEALTHPORT Ballyclare Office Park, 35 Ballyclare Drive, Bryanston, Johannesburg (010) 593 3103 www.wealthport.co.za
TRINITAS PRIVATE EQUITY 1 Melrose Boulevard, Suite 2 Ground Floor, Melrose Arch, Johannesburg (011) 994 9700 www.trinitaspe.co.za
WESTBROOKE ALTERNATIVE ASSET MANAGEMENT 32 Impala Road, Chislehurston, Johannesburg (011) 245 0860 www.westbrooke.com
TRUFFLE ASSET MANAGEMENT Hyde Park Lane Business Complex, William Nicol & Jan Smuts, Hyde Park, Johannesburg (011) 325 0030 www.truffle.co.za
WORLDWIDE CAPITAL Wanderers Office Park 52 Corlett Drive, Illovo, Johannesburg (011) 685 1000 www.worldwidecapital.com
VANTAGE CAPITAL 3 Melrose Boulevard, Melrose Arch, Johannesburg (011) 530 9100 www.vantagecapital.co.za
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BENEFICIARY FUNDS ABSA TRUST Absa Towers West, 15 Troye Street, JHB, 2000 (011) 350 4000 www.absa.co.za
FEDGROUP 89 Bute Lane, Sandown, Johannesburg, 2196 (011) 305 2300 www.fedgroup.co.za
AKANI BENEFICIARY FUND (PTY) LIMITED 7 Disa Road, Extension 8, Kempton Park, 1620 (011) 578 5333 www.akafin.co.za
NEDGROUP BENEFICIARY SOLUTIONS 135 Rivonia Road, Sandown, JHB, 2196 (011) 294 4444 www.nedbank.co.za
ALEXANDER FORBES 115 West Street, Sandton, Johannesburg, 2196 (011) 269 0000 www.alexanderforbes.co.za
SANLAM TRUST BENEFICIARY FUND 2 Strand Rd, Labiance, Cape Town, 7530 (011) 778 6487 www.sanlam.co.za
FAIRHEADS BENEFIT SERVICES 2 Long Street, Cape Town, 8001. (021) 410 7500 www.fairheads.com
BLACK-OWNED ASSET MANAGERS 27FOUR INVESTMENT MANAGERS Firestation Rosebank, Fifth Floor, 16 Baker St, Rosebank, Johannesburg (011) 442 2464 www.27four.com
BALONDOLOZI INVESTMENT SERVICES 1st Floor, Building 1 Glenhove Square, 71 4th Street, Houghton Estate, Johannesburg (011) 484 7006 www.balondolozi.co.za
AEON INVESTMENT MANAGEMENT 4th Floor, The Citadel, 15 Cavendish St, Claremont, Cape Town (021) 204 6066 www.aeonim.co.za
BENGUELA GLOBAL FUND MANAGERS 3rd Floor Rivonia Village, Cnr Rivonia Boulevard And Mutual Rd, Rivonia, Johannesburg (010) 596 8500 www.benguelaglobal.com
ALUWANI CAPITAL PARTNERS ALUWANI House, EPPF Office Park, 24 Georgian Cres E, Bryanston East, Johannesburg (021) 204 3800 www.aluwani.com
BLUEALPHA INVESTMENT MANAGEMENT 11th Floor Convention Tower, cnr. Heerengracht Street & Walter Sisulu Avenue, Cape Town (021) 409 7100 www.bluealphafunds.com
ARGON ASSET MANAGEMENT 1st Floor Colinton House, The Oval, 1 Oakdale Road, Newlands, Cape Town (021) 670 6570 www.argonassetmanagement.co.za
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CATALYST FUND MANAGERS Floor 4 Protea Pl, Dreyer St, Claremont, Cape Town (021) 657 5500 www.catalyst.co.za
BLACK-OWNED ASSET MANAGERS FIRST AVENUE INVESTMENT MANAGEMENT REGUS Business Centre, Ground Floor, Ethos Building 35 Fricker Road, Illovo, Johannesburg (011) 772 2486 www.firstavenue.co.za KAGISO ASSET MANAGEMENT Montclare Place, Main Rd & Camp Ground Road, Claremont, Cape Town (021) 673 6300 www.kagisoam.com LIMA MBEU INVESTMENT MANAGERS 2nd Floor, Fredman Towers, 13 Fredman Drive, Sandton, Johannesburg (010) 023 0113 www.limambeu.co.za LUNAR CAPITAL 29 Seventh Str., Houghton Estate, Johannesburg 083 305 7860 www.lunarcapital.co.za MAKALANI MANAGEMENT COMPANY 261 Oxford Road, Illovo, Johannesburg (011) 428 0680 www.makalani.co.za MAZI CAPITAL 90 Rivonia Rd, Sandhurst, Sandton, Johannesburg (010) 001 8300 www.mazi.co.za MEAGO ASSET MANAGERS 73 Oxford Road, Saxonworld, Johannesburg (011) 646 2944 www.meago.co.za MERGENCE INVESTMENT MANAGERS 2nd Flr, Cape Town Cruise Terminal, Duncan Road, V&A Waterfront, Cape Town (021) 433 2960 www.mergence.co.za
PERPETUA INVESTMENT MANAGERS 15 Cavendish St, Claremont, Cape Town (021) 674 4274 www.perpetuaim.co.za PRESCIENT INVESTMENT MANAGEMENT Steenberg Office Park, Block B, Silverwood, Silverwood Lane, Tokai, Cape Town (021) 700 3600 www.prescient.co.za PROWESS INVESTMENT MANAGERS 20th Floor, 1 Thibault Square, Long St, Cape Town City Centre, Cape Town. (021) 565 0065 www.prowessinvestments.com SANLAM INVESTMENT MANAGEMENT 55 Willie van Schoor Avenue, Bellville, CT 0860 100 166 www.sanlaminvestments.com SENTIO CAPITAL Illovo Edge, Building 3, 1st floor, 5 Harries Road, Illovo, Johannesburg (011) 880 1994 www.sentio-capital.com TAQUANTA ASSET MANAGERS Newlands Terraces, 8 Boundary Rd, Newlands, Cape Town (021) 681 5100 www.taquanta.co.za TEREBINTH CAPITAL 1st Floor Willowbridge Place Cnr Carl Cronje Dr &, Old Oak Rd, Bellville, Cape Town (021) 943 4819 www.terebinthcapital.com VUNANI FUND MANAGERS Vunani House, Vunani Office Park, 151 Katherine St, Sandown, Johannesburg (011) 263 9500 www.vunanifm.co.za
MIANZO ASSET MANAGEMENT EG01, Vesta House, N Bank Ln, Century City, Cape Town (021) 552 3555 www.mianzo.co.za
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COLLECTIVE INVESTMENTS 1nvest Fund Managers (PTY) Ltd Physical address 17 Melrose Boulevard, Melrose Arch, Johannesburg, 2196, South Africa www.1nvest.co.za
ALUSI MANAGEMENT COMPANY 3 Heuwelkruin Close, Durbanville, Cape Town, 7550 (021) 976 1012 www.alusi.co.za
10X INDEX FUND MANAGERS 34 Somerset Road, Green Point, Cape Town, 8005 (021) 412 1010 www.10x.co.za
ASHBURTON MANAGEMENT COMPANY 1 Fredman Dr, Sandown, Johannesburg, 2196 (011) 282 8800 www.ashburtoninvestments.com
ABSA UNIT TRUST SCHEME 15 Alice Lane, Sandhurst, Johannesburg, 2196 (011) 895 6000 www.absa.co.za
AYANDA COLLECTIVE INVESTMENT SOLUTIONS 16 Baker St, Rosebank, Johannesburg, 2196 (011) 442 2464 www.ayandacapital.com
AFRICA COLLECTIVE INVESTMENTS 54 on Bath, First Floor, 54 Bath Avenue, Rosebank, Johannesburg, 2196 (011) 880 4710 www.africaci.com
BOUTIQUE COLLECTIVE INVESTMENTS 95 Grayston Drive, Morningside, Johannesburg, 2057 (010) 285 0333 www.bcis.co.za
ALEXANDER FORBES INVESTMENTS UNIT TRUST 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za
BRIDGE COLLECTIVE INVESTMENTS 40 Dreyer Street, Claremont, Cape Town, 7708 (021) 492 0200 www.bridgefm.co.za
ALLAN GRAY UNIT TRUST MANAGEMENT 1 Silo, V&A Waterfront, Cape Town, 8001 (021) 415 2301 www.allangray.co.za
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CI COLLECTIVE INVESTMENTS Peter Place Park, Bryanston, Johannesburg, 2191 (0861) 000 881 www.cicollective.co.za
COLLECTIVE INVESTMENTS CLOUD ATLAS Cnr Jan Smuts and William Nicol, Hyde Park, 2196 (010) 203 9157 www.cloudatlasinvesting.com
GLACIER MANAGEMENT COMPANY 1 Sportica Crescent, Tyger Valley, Cape Town, 7530 (021) 917 9002 www.glacier.co.za
COMMUNITY GROWTH MANAGEMENT (RF) 85 Main Street, Marshalltown, Johannesburg, 2107 (0861) 774 433 www.comanco.co.za
GRYPHON COLLECTIVE INVESTMENTS Southgate Tyger Waterfront,Carl Cronje Drive, Cape Town, 7530 (021) 915 5100 www.gryphon.com
CORESHARES INDEX TRACKER MANAGERS 8a Protea Place, Sandton, 2196 (011) 459 1811 www.coreshares.co.za
GTC MANAGEMENT COMPANY 52 Corlett Drive, Illovo, Johannesburg,2196 (010) 597 6800 www.gtc.co.za
CORONATION MANAGEMENT COMPANY Corner Campground and Main Roads, Claremont, Cape Town, 7798 (021) 680 2000 www.coronation.co.za
H4 COLLECTIVE INVESTMENTS 15 Cavendish Street, Claremont, Cape Town, 7708 (021) 670 9100 www.peregrine.co.za
DISCOVERY LIFE COLLECTIVE INVESTMENTS 1 Discovery Place, Sandhurst, Johannesburg, 2196 (0860) 998 877 www.discovery.co.za
INVESTEC ASSET MANAGEMENT 36 Hans Strijdom Avenue, Foreshore, Cape Town, 8001 (021) 901 1000 www.ninetyone.com
FEDGROUP MANAGEMENT 89 Bute Lane, Sandown, Johannesburg, 2196 (011) 305 2300 www.fedgroup.co.za
IP MANAGEMENT COMPANY Main Road, Newlands, Cape Town, 7700 (021) 673 1340 www.mitonoptimal.co.za
FEDGROUP PARTICIPATION BOND MANAGERS 89 Bute Lane, Sandown, Johannesburg, 2196 (011) 305 2300 www.fedgroup.co.za
INVESTEC SPECIALIST INVESTMENTS 100 Grayston Drive, Sandown, Johannesburg, 2196 (011) 286 7000 www,investec.com
FNB CIS MANCO Simmonds St, Johannesburg, 2001 087 575 9404 www.fnb.co.za
ITRANSACT FUND MANAGERS 15 Philips Street, Ferndale, Johannesburg, 2194 (011) 561 6812 www.itransactfm.co.za
FOORD UNIT TRUSTS Corner Forest Drive & Lonsdale Way, Pinelands, Cape Town, 7405 (021) 532 6988 www.foord.co.za
KAGISO COLLECTIVE INVESTMENTS Cnr Campground & Main Roads, Claremont, Cape Town, 7708 (021) 673 6300 www.kagisoam.co.za
DIREC TORY 2026
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COLLECTIVE INVESTMENTS MARRIOTT UNIT TRUST MANAGEMENT COMPANY Marriott, 2 Delamore Road, Hillcrest, 3610 (031) 765 0700 www.marriott.co.za MET COLLECTIVE INVESTMENTS 268 West Avenue Centurion, Pretoria, 0157 (012) 671 8911 www.metci.co.za MOMENTUM COLLECTIVE INVESTMENTS 268 West Avenue Centurion, Pretoria, 0157 (012) 671 8911 www.momentuminv.co.za NEDGROUP COLLECTIVE INVESTMENTS 135 Rivonia Road, Sandton, Johannesburg, 2196 0860 123 263 www.nedgroupinvestments.co.za NEWFUNDS 15 Alice Lane, Sandton, Johannesburg, 2146 (011) 895 5517 www.absa.co.za NINETY ONE FUND MANAGERS SA 36 Hans Strijdom Avenue, Foreshore, Cape Town, 8001 (021) 901 1000 www.ninetyone.com
OLD MUTUAL UNIT TRUST MANAGERS Mutualpark, Jan Smuts Drive, Cape Town, 7405 (0860) 50 60 70 www.oldmutual.co.za PERSONAL TRUST INTERNATIONAL MANAGEMENT COMPANY Belmont Road, Rondebosch, Cape Town, 7700 (021) 689 8975 www.personaltrust.co.za PRESCIENT MANAGEMENT COMPANY Westlake Business Park, Otto Close, Cape Town, 7945 (021) 700 3600 www.prescient.co.za PRIME COLLECTIVE INVESTMENT SCHEMES MANAGEMENT COMPANY (021) 670 5100 (010) 594 2100 www.primeinvestments.co.za PROFESSIONAL PROVIDENT SOCIETY MANAGEMENT COMPANY 6 Anerley Rd, Parktown, Johannesburg, 2193 (011) 644 4200 www.pps.co.za PRUDENTIAL PORTFOLIO MANAGERS UNIT TRUSTS Protea Place, 40 Dreyer Street, Claremont, Cape Town, 7708 (021) 670 5100 www.prudential.co.za
NOVARE CIS Carl Cronje Drive, Bellville, Cape Town, 7530 (021) 914 7730 www.novare.com
PSG COLLECTIVE INVESTMENTS Carl Cronje Drive, Tyger Waterfront, Bellville, Cape Town, 7530 (021) 918 7800 www.psg.co.za
OASIS CRESCENT PROPERTY FUND MANAGERS University Estate, Cape Town, 7925 (021) 413 7860 www.oasis.co.za
REALFIN COLLECTIVE INVESTMENT SCHEMES Steenberg Office Park, Tokai, Cape Town, 7966 (021) 701 3777 www.realfin.co.za
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COLLECTIVE INVESTMENTS RECM COLLECTIVE INVESTMENTS 8 Vineyard Road, Claremont, Cape Town, 7700 (021) 657 3440 www.recm.co.za
STANLIB COLLECTIVE INVESTMENTS 25 Ameshoff Street, Johannesburg, 2000 0860 123 003 www.stanlib.com
REZCO COLLECTIVE INVESTMENTS 114 West Street, Sandton, Johannesburg, 2196 0861 739 468 www.rezco.co.za
STANLIB REIT FUND MANAGERS 17 Melrose Boulevard, Melrose Arch, Johannesburg, 2196 0860 123 003 www.stanlib.com
SA CORPORATE REAL ESTATE FUND MANAGERS North Bank Lane, Century City, Cape Town, 7441 (021) 529 8410 www.sacorporatefund.co.za SANLAM COLLECTIVE INVESTMENTS 2 Strand Rd, Labiance, Cape Town, 7530 0860 100 266 www.sanlam.co.za SANNE MANAGEMENT COMPANY Heerengracht St, Foreshore, Cape Town, 8001 (021) 202 8282 www.sannegroup.com SATRIX Building 2, 4th Floor, 11 Alice Lane, Sandton, Gauteng, 2196 (010) 020 2250 www.satrix.co.za SATRIX MANAGERS 11 Alice Lane, Sandton, Johannesburg, 2196 (011) 784 0641 www.satrix.co.za
STRATEGIC INVESTMENT SERVICE MANAGEMENT The Terrace, Protea Road, Cape Town, 7708 (021) 670 7800 www.oldmutual.co.za STRATEGIC REAL ESTATE MANAGERS 33 Sloane Street, Bryanston, Johannesburg, 2191 (011) 028 3100 www.emira.co.za SYCOM PROPERTY FUND MANAGERS 570 Fehrsen Street, Pretoria, 0181 (021)702 2745 www.growthpoint.co.za SYGNIA COLLECTIVE INVESTMENTS West Street, Sandon, Johannesburg, 2196 0860 794 642 www.sygnia.co.za VUKILE PROPERTY FUND LIMITED 4th Floor, 11 Ninth Street, Houghton Estate, Johannesburg, 2198 +27 (0)11 288 1000 www.vukile.co.za
STABILITAS DEELNEMINGSVERBANDSKEMA 265 Kent Avenue, Ferndale, Johannesburg, 2194 (011) 886 7195 www.stabilitas.co.za
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COMPLIANCE COMPLI-SERVE SA P.O. Box 2358, Clareinch, 7740 0861 273 783 (CSERVE) www.compliserve.co.za ALLEGIANCE CONSULTING PTY LTD Unit 5 Equity Estate, 20 Charles de Gaulle Crescent, Highveld, 0157 Tel: (012) 360 0040 www.allegiance.co.za Allegiance blends decades of South African legal, tax and compliance expertise with deep financial engineering. We’ve built that compliance thinking into Avalon. The platform standardises advice and embeds structure and narrative discipline, so advisers can focus on the client conversation instead of getting lost in technicalities. Backed by our advice centre, we also provide practical guidance, paraplanning and ongoing support. The result is clearer, defensible advice, reduced advice risk and more confident, sustainable practices. 1nvest Fund Managers (PTY) Ltd Physical address 17 Melrose Boulevard, Melrose Arch, Johannesburg, 2196, South Africa www.1nvest.co.za atWORK INTERNET SOFTWARE SIMPLER BY DESIGN Postnet Suite 202, Private Bag X10, Elarduspark, 0047 0861 289 675 www.atwork.co.za BARNOWL PO Box 3009, Randburg, 2125 (011) 540 9100 www.barnowl.co.za COMPLIANCE CONSULTING 71 Lurgan Road, Parkview, 2193 082 901 4269 www.complianceconsulting.co.za COMPLIANCE INSTITUTE OF SOUTH AFRICA P.O. Box 72335, Parkview, 2122 (011) 642 7974 www.compliancesa.com
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CRUX CONSULTING P.O. Box 2762, Sunninghill, 2157 (011) 234-4991 www.cruxconsulting.co.za FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA P.O. Box 6493, Weltevredenpark, 1715 086 1000 FPI (374) www.fpi.co.za HORIZON COMPLIANCE 180 Garsfontein Road, Ashlea Gardens, 0081 (072) 351 1653 www.horizoncompliance.co.za ISS COMPLIANCE P.O. Box 940, Houghton, 2041 0861 COMPLY (266759) www.isssa.co.za MASTHEAD 1st Floor, Park Terraces, Mowbray Golf Park (off Raapenburg Rd), Mowbray, Cape Town, 7700 (021) 686 3588 www.masthead.co.za MOONSTONE COMPLIANCE P.O. Box 12662, Die Boord, Stellenbosch, 7613 086 111 3127 www.moonstone.co.za/ NATIONAL COMPLIANCE COMPANY P.O. Box 6869, Zimbali, 4418 0860 104 194 www.nationalcompliance.co.za ORACLE COMPLIANCE P.O. Box 413163, Craighall, 2024 (011) 100 2551 www.oraclecompliance.com
COMPLIANCE RISCURA SOLUTIONS P.O. Box 23983, Claremont, 7735 (021) 673 6999 www.riscura.com
WEBBER WENTZEL 90 Rivonia Road, Sandton, Johannesburg, 2196 (011) 530 5000 www.webberwentzel.com
DISCRETIONERY FUND MANAGERS ANALYTICS CONSULTIMG 54 Peter Place, Peter Place Park, JHB, 2191 (011) 463 9600 www.analytics.co.za BOUTIQUE INVESTMENT PARTNERS 81 Dely Road, Hazelwood, Pretoria, 0081 (012) 460 9580 www.bcis.co.za CARRICK 135 Daisy Street, Sandton, Johannesburg, 2196 (011) 666 7504 www.carrick-wealth.com EVEREST WEALTH 176 Vinko Street, Sinoville, Pretoria, 012 (087) 654 8705 www.everestwealth.co.za FUNDHOUSE Cnr Campground and Main Road, Cape Town, 7708 (021) 670 3340 www.fundhouse.co.za GLACIER INVEST 1 Sportica Crescent, Tygervalley, Cape Town, 7530 (021) 917 9002 www.glacier.co.za INDEPENDENT INVESTMENT SOLUTIONS (PTY) LTD JOHANNESBURG OFFICE Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 CAPE TOWN OFFICE Unit C, 4th Floor, Hill House, 43 Somerset Road, Green Point, Cape Town, 8005 +27 10 597 6687 info@i2solutions.co.za www.i2solutions.co.za
MI-PLAN Newlands on Main, Newlands, Cape Town, 7700 (021) 657 5960 www.mi-plan.co.za MITON OPTIMAL 240 Main Road, Rondebosch, Cape Town, 7700 (021) 689 3579 www.mitonoptimal.com MOMENTUM INVESTMENT CONSULTING 268 West Avenue, Centurion, Pretoria, 0157 (012) 671 8911 www.momentum.co.za MORNINGSTAR 20 Vineyard Rd, Claremont, Cape Town, 7708 (021) 446 8300 www.morningstar.com/en-za/company MOSAIC INVESTMENT CONSULTANTS 35 Carl Cronje Drive, Tygervalley, Cape Town, 7530 (021) 914 0496 www.mosaicinvestments.co.za/ MULTIVEST 2 De Beers Avenue, Somerset West, Cape Town, 7110 083 460 5530 www.multivest.co.za OLD MUTUAL WEALTH Mutualpark, Jan Smuts Drive, Pinelands, Cape Town, 7405 (021) 509 5022 www.oldmutualinvest.com
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DISCRETIONERY FUND MANAGERS PORTFOLIO METRIX 2 Payne Road, Bryanston, Johannesburg, 2191 (010) 448 1400 www.portfoliometrix.com/za/
STRATEGIQ CAPITAL 27 Somerset Road, De Waterkant, Cape Town, 8001 (021) 401 8940 www.strategiq.co.za
SEQUOIA The Club Shopping Centre, Hazelwood, Pretoria, 0081 (012) 764 7235 www.sequoiacapital.co.za
TRINE CAPITAL 27 Plettenberg Street, Welgemoed, Cape Town, 7530 (021) 285 0300 www.trinecapital.co.za
STAR INVESTMENT PARTNERS Tyger Waterfront, Carl Cronje Drive, Bellville, Cape Town,7530 (087) 813 6288 www.starip.co.za
WEALTHPORT 35 Ballyclare Drive, Bryanston, Johannesburg, 2191 (010) 593 3103 www.wealthport.co.za
EMPLOYEE BENEFITS ALEXANDER FORBES FINANCIAL SERVICES 115 West Street, Sandton, Johannesburg, 2196 (011) 269 0000 www.alexanderforbes.co.za
FEDGROUP 89 Bute Lane, Sandown, Sandton, 2196 (011) 305 2300 www.fedgroup.co.za
AON SA The Place, 1 Sandton Drive, Sandhurst, Johannesburg, 2196 (011) 944 7000 www.aon.co.za
FUSSELL AND ASSOCIATES 48 Athol Oaklands Road, Melrose North, Johannesburg, 2196 (011) 582 1000 www.fussell.co.za
AXIOMATIC BENEFITS 4th Floor, 82 Grayston Drive, Johannesburg, 2196 (011) 305 1940 www.axiomatic.co.za
GTC Wanderers Office Park, 52 Corlett Drive, Johannesburg, 2196 (010) 597 6800 www.gtc.co.za
EFFICIENT BENEFIT CONSULTING Corner Durban Road & Bella Rosa Street, Bellville, Cape Town 7530 (021) 276 1987 www.efbc.co.za
HEWETT WEALTH Willowbrook Office Park, Van Hoof Street, Johannesburg, 1724 (010) 597 7506 www.hewettwealth.co.za
ENSIMINI 25 Owl Street, Auckland Park, Johannesburg, 2092 (011) 381 7960 www.ensimini.com
HOLLARD 22 Oxford Road, Parktown, Johannesburg, 2193 (011) 351 5000 www.hollard.co.za
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EMPLOYEE BENEFITS POGIR GROUP St Andrews Office Park, 39 Wordsworth Avenue, Johannesburg, 2007 (011) 879 7200 www.pogir.co.za
Liberty Corporate Benefits Liberty Building, 1 Ameshoff Street, Braamfontein, Johannesburg, 2001 011 558 2999 www.liberty.co.za/umbrella-fund-solutions Liberty Corporate Benefits is a business line within the Insurance and Asset Management cluster of the Standard Bank Group. As an integral part of the cluster, Liberty Corporate Benefits partners with employers to support and enhance their employees’ financial wellbeing through a comprehensive range of employee benefits solutions. The business offers Umbrella Fund solutions designed to meet employees’ long-term retirement benefits and insurance needs and also provides essential value added services . In addition, Liberty Corporate Benefits offers bespoke Consulting and Actuarial Services, as well as Group Risk solutions, tailored to meet the unique requirements of employers across diverse sectors. MOMENTUM CORPORATE 269 West Avenue, Centurion, Pretoria, 0157 (011) 715 3000 www.momentumpartnershipconnect.co.za/ employers/ NBC HOLDINGS 22 Ridge Rd, Parktown, Johannesburg, 2193 (010) 206 0000 www.nbc.co.za OLD MUTUAL CORPORATE Mutualpark, Jan Smuts Drive, Pinelands, Cape Town, 7450 (021) 980 0628 www.oldmutual.co.za
PSG KONSULT CORPORATE Trident Office Park, Niblick Way, Somerset West, Cape Town, 7130 (021) 918 7800 www.psg.co.za RISK BENEFIT SOLUTIONS Soho on Strand, 128 Strand Street, Cape Town, 8001 (021) 443 4400 www.rbs.co.za ROBSON SAVAGE 2 Hermitage Terrace, Richmond, Johannesburg, 2092 (011) 643 4520 www.robsav.com SANLAM EMPLOYEE BENEFITS 2 Strand Road, Bellville, Cape Town, 7530 (021) 947 9111 www.sanlam.co.za SALT EMPLOYEE BENEFITS 400 16th Road, Randjespark, Midrand, 1685 (011) 544 8300 www.salteb.co.za SIMEKA CONSULTANTS & ACTUARIES 99 Jip de Jager Drive, Bellville, Cape Town, 7530 (021) 912 3300 www.simekaconsult.co.za SOUTHERN CHARTER WEALTH Silverwood Close, Tokai, , Cape Town 7945 (021) 700 1000 www.southerncharter.co.za TENNANT GROUP 59 Woodlands Ave, Hurlingham, Johannesburg, 2070 (011) 100 8100 www.tennant.co.za
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EXCHANGE TRADED FUNDS 1nvest Fund Managers (PTY) Ltd Physical address 17 Melrose Boulevard, Melrose Arch, Johannesburg, 2196, South Africa www.1nvest.co.za
RMB US DOLLAR CUSTODIAL CERTIFICATES 1 Merchant Place, Fredman Drive & Rivonia Road, Johannesburg, 2196 (011) 282 2000 www.rmb.co.za
ABSA CAPITAL (NEWFUNDS) 15 Alice Lane, Sandhurst, Johannesburg, 2196 (011) 895 6000 www.absa.co.za
RMB KRUGER RAND CUSTODIAL CERTIFICATES 1 Merchant Place, Fredman Drive & Rivonia Road, Johannesburg, 2196 (011) 282 2000 www.rmb.co.za
ASHBURTON INVESTMENTS 4 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg, 2196 (011) 282 8800 www.ashburtoninvestments.com CLOUD ATLAS William Nicol Drive, Johannesburg, 2196 (010) 203 9157 www.cloudatlasinvesting.com CORESHARES 8a Protea Place, Sandton, 2196 (011) 459 1811 www.coreshares.co.za etfSA.co.za 3 Anerley Road, Parktown, Johannesburg, 2193 (010) 446 0371 www.etfsa.co.za GLACIER BY SANLAM 1 Sportica Crescent, Tyger Valley, Cape Town, 7530 (021) 917 9002 www.glacier.co.za ITRANSACT 15 Philips St, Ferndale, Johannesburg, 2194 (0861) 468 383 www.itransact.co.za OLD MUTUAL WEALTH Mutualpark, Jan Smuts Drive, Cape Town, 7405 (0860) 50 60 70 https://www.oldmutual.co.za/wealth
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SATRIX Building 2, 4th Floor, 11 Alice Lane, Sandton, Gauteng, 2196 (010) 020 2250 www.satrix.co.za SYGNIA Cardiff Street, Green Point, Cape Town, 8001 (0860) 794 642 www.sygnia.co.za
You Want the Best Investment Solution for Your Clients. You know that Satrix offers excellent value for money and award-winning funds, with a comprehensive range of investments to suit your clients’ needs: Bonds, Infrastructure, Multi-Asset, Factors, Thematic and more. The diverse choice of investment products offers you access to a range of strategies, and asset classes across local and global markets. We think it’s worth mentioning to your clients. At Satrix, indexation is anything but passive.
Contact us to learn more at info@satrix.co.za.
Award-Winning Funds | Indexation Market Leader | Trusted ETF Pioneer Satrix Managers (RF) (Pty) Ltd (Satrix) is a registered and approved Manager in terms of the Collective Investment Schemes Control Act. A schedule of fees can be obtained from the Manager. Full details and basis of the award are available from the manager. For more information visit satrix.co.za
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FUND MANAGERS 1nvest Fund Managers (PTY) Ltd Physical address 17 Melrose Boulevard, Melrose Arch, Johannesburg, 2196, South Africa www.1nvest.co.za
ANCHOR ASSET MANAGEMENT 25 Cullross Road, Bryanston, Sandton, 2191 P.O. Box 1337 Gallo Manor, 2052 (011) 591 0500 www.anchorcapital.co.za
27FOUR INVESTMENT MANAGERS Firestation Rosebank, Fifth Floor, 16 Baker Street, Rosebank, Johannesburg, 2196 0800 000 274 www.27four.com
ARGON ASSET MANAGEMENT P.O. Box 23254, Claremont, 7735 (021) 670 6570 www.argonassetmanagement.co.za
36ONE ASSET MANAGEMENT 6A Sandown Valley Crescent, Sandown, Sandton, 2196 (010) 501 0250 www.36one.co.za ABSA FUND MANAGERS P.O. Box 6115, Johannesburg, 2000 0800 11 11 55 www.absa.co.za AEON INVESTMENT MANAGERS 4th Floor, The Citadel, 15 Cavendish Street, Claremont, Cape Town, 7708 (021) 204 6061 www.aeonim.co.za
ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 0860 274 287 www.ashburtoninvestments.com BALONDOLOZI INVESTMENT SERVICES 1st Floor, Building 1, Glenhove Square, 71 4th Street, Houghton Estate, 2198 (011) 484 7006/ 086 126 2270/ 082 886 8319 www.balondolozi.co.za BAYHILL CAPITAL P.O. Box 651969, Benmore, 2196 (011) 722 7620 www.bayhillcapital.co.za
AFENA CAPITAL P.O. Box 23883, Claremont, 7735 (021) 657 6240 www.afenacapital.com
BLUEALPHA INVESTMENT MANAGEMENT Postnet Suite 33, Private Bag X3, Roggebaai, 8012 (021) 409 7100 www.bluealphafunds.com
ALEXANDER FORBES 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za
BOUTIQUE COLLECTIVE INVESTMENTS Bella Rosa Village, Bella Rosa Street, Bellville, 7530 (021) 914 1880 www.bcis.co.za
ALLAN GRAY P.O. Box 581318, V&A Waterfront, 8002 0860 000 654 www.allangray.co.za
CADIZ ASSET MANAGEMENT P O Box 44547, Claremont, 7735 08000 CADIZ / 08000 22349 www.cadiz.co.za
ALUWANI CAPITAL PARTNERS EPPF Office Park, 24 Georgian Crescent East, Bryanston East, Johannesburg, 2052 (021) 204 3800 www.aluwanicapital.co.za
CAPITAL INTERNATIONAL P.O. Box 25, Newlands, 7725 (021) 201 1070 (021) 201 1070 www.capital-iom.com
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FUND MANAGERS CAPRICORN FUND MANAGERS P.O. Box 352090, Benmore, 2010 (011) 666 0700 www.capricorncapital.com CAPSTONE P.O. Box 6098, Weltevreden Park, 1715 (011) 447 0062 www.cstone.co.za CATALYST FUND MANAGERS P.O. Box 44845, Claremont, 7735 086 0462 663 www.catalyst.co.za CENTAUR ASSET MANAGEMENT P.O. Box 35, Newlands, 7725 (021) 685 2408/9 www.centaur.co.za CLUCASGRAY Ground Floor, Dunkeld Place, 12 North Road, Dunkeld West, Johannesburg, 2196 (011) 771 1960 www.clucasgray.co.za CONSILIUM CAPITAL SA 2nd Floor, President Place, Hood Avenue, Rosebank, 2196 P.O. Box 2512, Parklands, 2121 (011) 340 1300 www.consiliumsa.co.za CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7735, Seventh Floor, Montclare Place, Cnr Campground and Main Roads, Claremont, 7798 (021) 680 2000 www.coronation.com
DISCOVERY INVEST 1 Discovery Place, Sandhurst, Sandton, 2196 (0860) 998 877 www.discovery.co.za ELEMENT INVESTMENT MANAGERS P.O. Box 13, Cape Town, 8000 (021) 426 1313 www.elementim.co.za EMPEROR ASSET MANAGEMENT Postnet Suite 247, Private Bag X1, Melrose Arch, 2076 087 940 6121 www.emperor.co.za ETHOS PRIVATE EQUITY 35 Fricker Road, Illovo, 2196 (011) 328 7400 www.ethos.co.za FAIRTREE CAPITAL Willowbridge Place, Cnr Carl Cronje Drive & Old Oak Road, Bellville, 7530, Cape Town (021) 943 3790 www.fairtree.com FLAGSHIP ASSET MANAGEMENT Private Bag X21, Constantia, 7848 (021) 794 3140 www.flagshipsa.com FOORD ASSET MANAGEMENT P.O. Box 135, Howard Place, 7450 (021) 532 6988 www.foord.co.za
CORESHARES 8a Protea Place, Sandton, 2196 (011) 459 1860 www.coreshares.co.za
FUTUREGROWTH ASSET MANAGEMENT Private Bag X6, Newlands, 7725 (021) 659 5300 www.futuregrowth.co.za
DENKER CAPITAL Private Bag X8, Tygervalley, 7536 (021) 950 2603 www.denkercapital.com
GRANATE ASSET MANAGEMENT 23rd Floor, Portside Building, Cape Town, 8001 (021) 446 9410 www.granate.co.za
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FUND MANAGERS GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194 (011) 459 1860 www.grindrodbank.co.za GRYPHON ASSET MANAGEMENT Private Bag X20, Tygervalley, 7536 (021) 915 5100 www.gryphon.com GTC P.O. Box 55118, Illovo, 2116 (010) 597 6800 www.gtc.co.za HEIN KRUGER INTERNASIONALE FONDSBESTUUR P.O. Box 72260, Parkview, 2122 (011) 726 7700 www.krugerinternasionaal.co.za HIGH STREET ASSET MANAGEMENT 1 Strouthos Road, Hyde Park, Johannesburg, 2196 (011) 325 4006 www.hsam.co.za HUYSAMER CAPITAL INVESTMENTS P.O. Box 98663, Sloanpark, 2152 011 550 6192 www.huysamercapital.com IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550 6192 www.imara.co
KAGISO ASSET MANAGEMENT Fifth Floor, MontClare Place, Cnr Campground and Main Roads, Claremont, 7708 (021) 673 6300 www.kagisoam.co.za MARRIOTT ASSET MANAGEMENT P.O. Box 2099, Hillcrest, 3650 0800 336 555 www.marriott.co.za MAZI ASSET MANAGEMENT P.O. Box 784583, Sandton, 2146 (010) 001 8300 www.mazi.co.za MELVILLE DOUGLAS 8th Floor, 30 Baker Street, Rosebank, 2196 (011) 721 7964 (Jhb) (031) 374 2123 (Durban) (021) 670 6439 (CT) www.melvilledouglas.co.za MERGENCE INVESTMENT MANAGERS PO Box 8275, Roggebaai, 8012 (021) 433 2960 www.mergence.co.za METOPE INVESTMENT MANAGERS Moorings 4, Portswood Road, V&A Waterfront, 8000 P.O. Box 51316, Waterfront, Cape Town, 8009 (021) 418 3760 www.metopegroup.com
INDEPENDENT INVESTMENT SOLUTIONS Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597 6687 www.i2solutions.co.za
MITONOPTIMAL MULTI ASSET MANAGEMENT 2nd Floor, Dean Street Arcade, Dean Street, Newlands, 7701 (021) 689 3579 www.mitonoptimal.com
INTEGRAL ASSET MANAGEMENT P.O. Box 1601, Parklands, 2121 087 985 0300 www.integralasset.co.za
MOMENTUM ASSET MANAGEMENT Private Bag 9959, Sandton, 2146 0861 110 220 www.momentum.co.za
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FUND MANAGERS NINETY ONE P.O. Box 1655, Cape Town, 8000 0860 500 900 www.ninetyone.com
PERSONAL TRUST INTERNATIONAL MANAGEMENT CO PO Box 476, Rondebosch 7701 (021) 689 8975 www.personaltrust.co.za
NEDGROUP 135 Rivonia Road, Sandton, Johannesburg, 2196 (0860) 123 263 www.nedgroupinvestments.com
PLATINUM PORTFOLIOS Block F, Pinmill Farm, 164 Katherine street, Strathavon, 2031 (011) 262 4820 www.platinumportfolios.com
NORTHSTAR ASSET MANAGEMENT Suite 1A, Ground Floor, Madison Place, Alphen Office Park, Constantia Road, Constantia, 7806 (021) 810 8400 www.northstar.co.za
POLARSTAR MANAGEMENT 11th Floor, Convention Tower, Heerengracht Street, Foreshore, Cape Town, 8001 (021) 409 7120 www.polarstarfunds.com
NVEST SECURITIES Unit 1101 Illovo Point, 68 Melville Road, Illovo, Sandton 2196 (010) 446 8000 www.nvestsecurities.co.za OBSIDIAN CAPITAL P.O. Box 413407, Craighall, 2024 (011) 219 6300 www.obsidiancapital.co.za OLD MUTUAL WEALTH MANAGEMENT Mutualpark, Jan Smuts Dr, Pinelands, Cape Town, 7405 (021) 509 9111 www.oldmutual.co.za PEREGRINE HOLDINGS P.O. Box 650361, Benmore, 2010 (011) 722 7400 www.peregrine.co.za PERPETUA INVESTMENT MANAGERS 5th Floor, The Citadel, 15 Cavendish Street, Claremont, 7708 (021) 674 4274 (CT Head Office) Tel: (011) 759 4061 (Jhb) www.perpetuaim.co.za
PPS INVESTMENTS P.O. Box 44507, Claremont, 7735 0860 468 777 (0860 INV PPS) www.ppsinvestments.co.za PRESCIENT INVESTMENT MANAGEMENT Prescient House, Westlake Business Park, Otto Close, Westlake 7945 (021) 700 3600 www.prescient.co.za PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 7735 (021) 671 1220 www.privateclient.co.za PRUDENTIAL INVESTMENT MANAGERS P.O. Box 44813, Claremont, 7735 0860 105 775 www.prudential.co.za PSG MULTI-MANAGER Building A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 918 7800 www.psg.co.za REGARDING CAPITAL MANAGEMENT P.O. Box 45040, Claremont, 7735 (021) 657 3440 www.recm.co.za
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FUND MANAGERS REZCO 114 West Street, Sandton, Johannesburg, 2196 (086) 173 9468 www.rezco.co.za RMI INVESTMENT MANAGERS P.O. Box 786273, Sandton, 2146 (011) 282 8000 www.rmih.co.za RMI SPECIALIST MANAGERS P.O. Box 786273, Sandton, 2146 (011) 282 8000 www.rmih.co.za SANLAM INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 100 266 www.sanlaminvestments.com SASFIN ASSET MANAGERS P.O. Box 95104, Grant Park, 2051 (011) 809 7500 www.sasfin.com SATRIX 11 Alice Lane, Sandton, Johannesburg, 2196 (010) 020 2250 www.satrix.co.za SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914 4966 www.seedinvestments.co.za SEI INVESTMENTS (SOUTH AFRICA) Postnet Suite 426, Private Bag X1, Melrose Arch, 2076 (011) 994 4200 www.seic.com SENTIO CAPITAL MANAGEMENT Illovo Edge, Building 3, 1st Floor, 5 Harries Road, Illovo, Johannesburg, 2196 (011) 880 6080 www.sentio-capital.com
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SESFIKILE CAPITAL 2nd Floor, 18 The High Street, Melrose Arch, 2076 (011) 684 1200 www.sesfikilecapital.com SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700 1000 www.southerncharter.co.za STANLIB P.O. Box 202, Melrose Arch, 2076 0860 123 003 www.stanlib.com SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642 www.sygnia.co.za TANTALUM CAPITAL Ground Floor, South Wing Great Westerford, 240 Main Road, Rondebosch, 7700 (021) 680 6500 www.tantalum.co.za TEREBINTH Tyger Falls Blvd, Tyger Valley, Cape Town, 7530 (021) 943 4819 www.terebinthcapital.com TRUFFLE ASSET MANAGEMENT Ground Floor, Lancaster Gate Building, Hyde Park Lane Business Complex, C/O William Nicol & Jan Smuts, Hyde Park, 2196 (011) 325 0030 www.truffle.co.za UMBONO FUND MANAGERS Postnet Suite 201, Private Bag X30500, Houghton, 2041 (011) 484 5005 www.umbono.com
FUND MANAGERS WARWICK WEALTH P.O. Box 816, Constantia, 7848 0800 50 50 50 www.warwickwealth.com WEALTHPORT Lacey Oak House, Ballyclare Office Park, 35 Ballyclare Drive, Bryanston (010) 593 3103 www.wealthport.co.za
WORLDWIDE CAPITAL Postnet Suite 26, Private Bag X9, Benmore, 2010 (011) 685 1000 www.worldwidecapital.com VISIO CAPITAL MANAGEMENT The Place, Ground Floor, South Wing, Sandton Drive, Sandton, 2146 (011) 245 8900 www.visiocapital.co.za
WESTBROOKE ALTERNATIVE ASSET MANAGEMENT 32 Impala Road, Chislehurston, Johannesburg (011) 245 0860 www.westbrooke.com
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INDUSTRY BODIES ACTUARIAL SOCIETY OF SOUTH AFRICA P.O. Box 4464, Cape Town, 8000 (021) 509 7880 www.actuarialsociety.org.za ASSOCIATION FOR SAVINGS AND INVESTMENT SOUTH AFRICA (ASISA) 1 Mariendahl Lane, Newlands, Cape Town, 7700 (021) 673 1620 www.asisa.org.za BANKING ASSOCIATION OF SOUTH AFRICA P.O. Box 61674, Marshalltown, 2107 (011) 645 6700 www.banking.org.za BOARD OF HEALTHCARE FUNDERS OF SOUTHERN AFRICA (BHF) P.O. Box 2324, Parklands, 2121 0861 30 20 10 www.bhfglobal.com COMPLIANCE INSTITUTE OF SOUTH AFRICA P.O. Box 72335, Parkview, 2122 (011) 642 7974 www.compliancesa.com COUNCIL FOR MEDICAL SCHEMES Private Bag X34, Hatfield, 0028 0861 123 267 www.medicalschemes.com ETHICS INSTITUTE OF SOUTH AFRICA P.O. Box 11233, Hatfield, 0028 (012) 342 2799 www.ethicsa.org FAIS OMBUD FOR FINANCIAL SERVICES PROVIDERS P.O. Box 74571, Lynnwood Ridge, 0040 (012) 470 9080 www.faisombud.co.za FASSET P.O. Box 6801, Cresta, 2118 086 101 0001 www.fasset.org.za
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FIDUCIARY INSTITUTE OF SOUTHERN AFRICA (FISA) P O Box 67027, Bryanston, 2021 082 449 2569 www.fisa.net.za FINANCIAL INTERMEDIARIES ASSOCIATION OF SOUTHERN AFRICA (FIA) P.O. Box 11901, Centurion, 0046 (012) 665 0085 www.fia.org.za FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA (FPI) P.O. Box 6493, Weltevredenpark, 1715 086 1000 FPI (374) www.fpi.co.za FINANCIAL SECTOR CONDUCT AUTHORITY (FSCA) P.O. Box 35655, Menlo Park, 0102 0800 20 20 87 www.fsca.co.za INSTITUTE OF RETIREMENT FUNDS Leppan House, No 1 Skeen Blvd, Bedfordview, Johannesburg, 2008 (011) 450 1670 / 081 559 1960 www.irf.org.za INSTITUTE OF RISK MANAGEMENT SOUTH AFRICA PostNet Suite 616, Private Bag X43, Sunninghill. 2157 (011) 555 1800 www.irmsa.org.za INSURANCE INSTITUTE OF SOUTH AFRICA P.O. Box 413264, Craighall, 2014 0861 00 IISA (4472) www.iisa.co.za INSURANCE OMBUDSMAN 1 Sturdee Avenue, First Floor, Block A, Rosebank, Johannesburg, 2196 (011) 726 8900 www.insuranceombudsman.co.za
INDUSTRY BODIES INSURANCE SECTOR EDUCATION AND TRAINING AUTHORITY (INSETA) P.O. Box 32035, Braamfontein, 2017 0861 130 013 www.inseta.org.za PROpulsion COMMUNITY FOR FINANCIAL PLANNERS Venture Workspace, S8 & S9, Second Floor, The Sanctuary, c/o de Beers Avenue and R44, Somerset West 083 275 8368 www.propulsion.co.za
SOUTH AFRICAN INSTITUTE OF FINANCIAL MARKETS (SAIFM) Postnet Suite 673, Private Bag X29, Gallo Manor, 2052 (011) 802 4768 www.saifm.co.za SOUTH AFRICAN INSURANCE ASSOCIATION Corner 14th Avenue & Hendrik Potgieter Street, Weltevreden Park, Johannesburg, 1709 (011) 726 5381 www.saia.co.za
LINKED INVESTMENT SERVICE PROVIDERS ABSA INVESTMENT MANAGEMENT SERVICES P.O. Box 6115, Johannesburg, 2000 0860 557 557 www.absa.co.za
GLACIER BY SANLAM Private Bag X5, Tyger Valley, 7536 (021) 917 9002 (English) (021) 917 9000 (Afrikaans) www.glacier.co.za
ALEXANDER FORBES 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za
HEWETT WEALTH Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597 7506 www.hewettwealth.co.za
ALLAN GRAY P.O. Box 581318, V&A Waterfront, 8002 0860 000 654 www.allangray.co.za ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 0860 274 287 www.ashburtoninvestments.com CAPITAL INTERNATIONAL P.O. Box 25, Newlands, 7725 (021) 201 1070 www.capital-iom.com
HOLLARD INVESTMENT MANAGERS P.O. Box 87428, Houghton, 2041 0860 202 202 www.hollard.co.za INDEPENDENT INVESTMENT SOLUTIONS Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597 6687 www.i2solutions.co.za
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LINKED INVESTMENT SERVICE PROVIDERS INTEGRAL WEALTH MANAGEMENT P.O. Box 1601, Parklands, 2121 087 985 0300 www.integralwealth.co.za INVESTEC INVESTMENT MANAGEMENT SERVICES P.O. Box 1655, Cape Town, 8000 0860 500 100 www.investecassetmanagement.co.za INVESTMENT SOLUTIONS P.O. Box 786055, Sandton, 2146 0860 333 316 www.sa.investmentsolutions.co.za ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383 www.itransact.co.za MOMENTUM WEALTH P.O. Box 7400, Pretoria, 0046 ShareCall number: 0860 546 533, International number: +27 (0) 675 3000 Local: (012) 675 3941 www.momentum.co.za PPS INVESTMENTS P.O. Box 44507, Claremont, 7735 0860 468 777 (0860 INV PPS) www.ppsinvestments.co.za
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PROpulsion COMMUNITY FOR FINANCIAL PLANNERS Venture Workspace, S8 & S9, Second Floor, The Sanctuary, c/o de Beers Avenue and R44, Somerset West 083 275 8368 www.propulsion.co.za PSG Building A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 918 7800 www.psg.co.za STANLIB P.O. Box 202, Melrose Arch, 2076 0860 123 003 www.stanlib.com SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642 www.sygnia.co.za WEALTHPORT Lacey Oak House, Ballyclare Office Park, 35 Ballyclare Drive, Bryanston (010) 593 3103 www.wealthport.co.za
LONG-TERM INSURANCE 1LIFE INSURANCE PO Box 11250, Johannesburg, 2000 (0860) 10 53 40 www.1Life.co.za 3SIXTY LIFE INSURANCE 91 Central Street, Houghton, Johannesburg, 2198 (086) 166 6335 www.3sixtylife.co.za
AVBOB MUTUAL ASSURANCE COMPANY PO BOX 1661, Pretoria, 0001 (012) 303 1000 www.avbob.co.za BIDVEST LIFE 1 Park Lane, Wierda Valley, Johannesburg, 2196 (086) 166 8888 www.bidvestinsurancegroup.co.za
ABACUS INSURANCE 171 Katherine Street, Sandown, Johannesburg, 2031 (0800) 777 444 www.abacus-insurance.co.za
BRIGHTROCK LIFE 165 West Street, Sandton, Gauteng 0860 00 77 44 www.brightrock.co.za
ABSA LIFE PO Box 7735, Johannesburg, 2000 (0860) 227 253 www.absa.co.za
CENTRIQ LIFE INSURANCE COMPANY P.O. Box 55674, Northlands, 2116 (011) 268 6490 www.centriq.co.za
ACSIS 2 Cullinan Cl, Morningside, Johannesburg, 2196 (011) 883 1303 www.acsis.co.za
CHANNEL LIFE PO Box 1, Sanlamhof, 7532 (021) 947 9111 www.sanlam.co.za
AIG LIFE SA 88 Stella Street, Sandown, Johannesburg, 2196 (011) 551 8000/1 www.aig.co.za
CLIENTELE LIFE ASSURANCE P.O. Box 1316, Rivonia, 2128 (011) 320 3000 www.clientelelife.com
ALEXANDER FORBES 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za
CONSTANTIA LIFE 2 Bruton Road, Bryanston, Johannesburg, 2191 (011) 686 4200 www.constantiagroup.co.za
ALLAN GRAY LIFE P.O. Box 51318, V&A Waterfront, 8002 0860 000 654 www.allangray.co.za
DISCOVERY LIFE P.O. Box 784262, Sandton, 2146 0860 00 54 33 www.discovery.co.za
ASSUPOL LIFE P.O. Box 35900, Menlo Park, 0102 086 123 5664 www.assupol.co.za
FEDGROUP PO Box 782823, Sandton, 2146 0860 011 773 www.fedgroup.co.za
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LONG-TERM INSURANCE FIRST RAND LIFE ASSURANCE 9 Fredman Drive, Sandown, Johannesburg, 2031 (087) 736 0000 www.fnb.co.za/insurance/life/
MOMENTUM CORPORATE 269 West Avenue, Centurion 0157 086 065 7585 www.momentumpartnershipconnect.co.za/ employers/
FMI Postnet Suite 91, Private Bag X01, Umhlanga Rocks, 4320 0860 10 52 08 www.fmi.co.za
MOMENTUM LIFE INSURANCE 268 West Avenue, Centurion 086 066 5432 www.momentum.co.za
GUARDRISK P.O. Box 786015, Sandton, 2146 (011) 669 1000 www.guardrisk.co.za HOLLARD LIFE ASSURANCE P.O. Box 87428, Houghton, 2041 0860 202 202 www.hollard.co.za INVESTEC ASSURANCE 36 Hans Strijdom Avenue, Foreshore, Cape Town, 8001 (021) 416 1000 www.investec.co.za INVESTEC LIFE 100 Grayston Drive, Sandown, Johannesburg, 2196 (011) 286 7000 www.investec.com JUST SA Spaces Waterfront, Dock Road Junction, Cnr Stanley & Dock Road, Waterfront, Cape Town, 8001 087 238 2690 www.justsa.co.za LIBERTY GROUP P.O. Box 10499, Johannesburg, 2000 0860 456 789 www.liberty.co.za
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NEDGROUP LIFE P.O. Box 1510, Cape Town, 8000 0860 123 263 www.nedgroupinvestments.co.za NESTLIFE ASSURANCE P.O. Box 2919, Houghton, 2041 (011) 783 9112 www.nestlife.co.za NEW ERA LIFE INSURANCE Corner Witkoppen and Stonehaven Roads, Paulshof, 2056 (011) 463 0463 www.neweralife.co.za OAKHURST LIFE 127A York Street, George, 6529 (0861) 368 7873 www.oakhurstins.co.za OLD MUTUAL LIFE ASSURANCE 77 Harrison St, Johannesburg, 4310 (0860) 111 023 www.oldmutual.co.za OUTSURANCE LIFE INSURANCE P.O. Box 8443, Centurion, 0046 (012) 688 6800 www.outsurance.co.za PPS INSURANCE P.O. Box 1089. Houghton, 2041 0860 468 777 (0860 INV PPS) www.pps.co.za
What makes Just the right choice? We use our local and international knowledge and experience to help protect your clients from running out of money in retirement.
Protection from outliving retirement savings Life annuities protect clients from the risk of outliving their money in retirement, providing peace of mind with a guaranteed income every month.
Health and lifestyle considerations A higher starting retirement income is possible depending on your client’s socio-economic, lifestyle and health status.
Trusted partnerships We partner with prominent financial services brands to offer a range of choices for you and your clients.
Visit: justsa.co.za for more information Just Retirement Life (South Africa) Limited is a registered life insurance company, regulated by the Prudential Authority of the South African Reserve Bank and the Financial Sector Conduct Authority as an authorised financial services provider (FSP no. 46423). We are a wholly owned subsidiary of Just Group plc, one of the UK’s leading providers of retirement financial solutions.
Your retirement income specialist
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LONG-TERM INSURANCE PROpulsion COMMUNITY FOR FINANCIAL PLANNERS Venture Workspace, S8 & S9, Second Floor, The Sanctuary, c/o de Beers Avenue and R44, Somerset West 083 275 8368 www.propulsion.co.za PSG LIFE Tyger Waterfront, 3 Howick Close, Bellville, Cape Town, 7530 (021) 918 7800 www.psg.co.za SAFRICAN INSURANCE COMPANY P.O. Box 616, Johannesburg, 2000 (011) 778 8000 www.safrican.co.za SHIELD LIFE Maxi Building, 1293 South Street, Centurion, 0157 (0861) 777 353 www.shieldlife.co.za SANLAM LIFE INSURANCE 2 Strand Road, Bellville, Cape Town, 7530 (021) 947 9111 www.sanlam.co.za
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SANTAM STRUCTURED LIFE 1 Sportica Crescent, Tyger Valley, Bellville, 7530 (0860) 444 444 www.santam.co.za VIVA LIFE INSURANCE PostNet Suite 33, Private Bag X75, Bryanston, 2021 086 100 VIVA (8482) www.vivalife.co.za WORKERS LIFE 273 Paul Kruger Street, Pretoria, 0001 (0861) 520 520 www.workerslife.co.za
MEDICAL ALEXANDER FORBES HEALTHCARE SERVICES 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 2690 www.alexanderforbes.co.za BESTmed MEDICAL SCHEME 361 Oberon Avenue, Faerie Glen, Pretoria, 0081 086 000 2378 www.bestmed.co.za BONITAS MEDICAL FUND 2nd Floor, 24 Melrose Boulevard, Melrose Arch 0860 002 108 www.bonitas.co.za CAPE MEDICAL PLAN De Tijger park , Hannes Louw Dr , Parrow North, Cape Town , 7500 (021) 937 8300 www.cmp.co.za COMPCARE WELLNESS MEDICAL SCHEME Private Bag X49, Rivonia, 2128 0861 222 777 www.compcarewellness.co.za DISCOVERY HEALTH MEDICAL SCHEME 1 Discovery Place, Sandton, Johannesburg, 2196 (011) 529 7246 www.discovery.co.za
GTC P.O. Box 55118, Illovo, 2116 (010) 597 6800 www.gtc.co.za HEALTH SQUARED 54 Maxwell Dr, Woodmead, Johannesburg, 2191 (011) 796 6400 www.healthsquared.co.za HOSMED 3 Victoria Link, Route 21 Corporate Park, Pretoria 0178 0860 00 00 48 www.hosmed.co.za KEY HEALTH MEDICAL SCHEME P.O. Box 14145, Lyttelton, 0140 0860 671 050 www.keyhealthmedical.co.za MAKOTI MEDICAL SCHEME Private Bag X47, Rivonia, 2128 (011) 208 1000 www.makotihealth.co.za MEDIHELP 410 Steve Biko Road, Arcadia, Pretoria, 0083 (012) 334 2000 www.medihelp.co.za MEDIMED MEDICAL SCHEME P.O. Box 1672, Port Elizabeth, 6000 (041) 395 4474 www.medimed.co.za
FEDHEALTH MEDICAL SCHEME Corner Conrad & Ontdekkers Roads , Florida Glen, Johannesburg, 1709 0860 011 773 www.fedhealth.co.za
MEDSHIELD MEDICAL SCHEME 288 Kent Ave , Ferndale , Johannesburg, 2194 (010) 597 4701 www.medshield.co.za
GENESIS MEDICAL SCHEME P.O. Box 5467, Cape Town, 8000 0861 56 46 66 www.genesismedical.co.za
MOMENTUM MEDICAL P.O. Box 7400, Pretoria, 0046 0860 102 493 www.momentum.co.za
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MEDICAL
PROFMED 1272 Heuwel Rd , Centurion Central , Pretoria, 0157 (012) 679 4144 www.profmed.co.za
THEBEMED MEDICAL AID SCHEME P.O. Box 4709, Johannesburg, 2000 0861 THEBEMED/0861 84 32 36 www.thebemed.co.za
SIZWE MEDICAL FUND 7 West St, Houghton Estate, Johannesburg , 2198 (011) 353 0199 www.sizwe.co.za
OFFSHORE 1nvest Fund Managers (PTY) Ltd Physical address 17 Melrose Boulevard, Melrose Arch, Johannesburg, 2196, South Africa www.1nvest.co.za 36ONE ASSET MANAGEMENT 6A Sandown Valley Crescent, Sandown, Sandton, 2196 (010) 501 0250 www.36one.co.za ALEXANDER FORBES 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za ALLAN GRAY PROPRIETARY P.O. Box 581318, V&A Waterfront, 8002 0860 000 654 www.allangray.co.za ANCHOR ASSET MANAGEMENT 25 Cullross Road, Bryanston, Sandton, 2191 P.O. Box 1337 Gallo Manor, 2052 (011) 591 0500 www.anchorcapital.co.za ANCHOR PRIVATE CLIENTS 25 Cullross Road, Bryanston, Sandton, 2191 P.O. Box 1337 Gallo Manor, 2052 (011) 591 0677 www.anchorcapital.co.za
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ASHBURTON INVESTMENTS P.O. Box 653780, Benmore, 2010 0860 274 287 www.ashburtoninvestments.com BLACKROCK 29 Stanley Street, V&A Waterfront, Cape Town www.blackrock.com/za CAPITAL INTERNATIONAL P.O. Box 25, Newlands, 7725 (021) 201 1070 www.capital-iom.com CATALYST FUND MANAGERS P.O. Box 44845, Claremont, 7735 086 0462 663 www.catalyst.co.za CITADEL INVESTMENT SERVICES PO Box 23388, Claremont, 7735 (021) 670 9100 www.citadel.co.za CLUCASGRAY Ground Floor, Dunkeld Place, 12 North Road, Dunkeld West, Johannesburg, 2196 (011) 771 1960 www.clucasgray.co.za CORONATION FUND MANAGERS P.O. Box 44684, Claremont, 7735 (021) 680 2000 www.coronation.com
OFFSHORE CORESHARES 8a Protea Place, Sandton, 2196 (011) 459 1860 www.coreshares.co.za
GUERNSEY FINANCE PO Box 655, St Peter Port, Guernsey, GY1 3PN 44 (0) 1481 720071 www.weareguernsey.com
CREDO WEALTH 199 Oxford Road, Dunkeld, Johannesburg, 2196 (011) 463 6312 www.credogroup.com
KRUGER INTERNATIONAL P.O. Box 72260, Parkview, 2122 (011) 726 7700 www.krugerinternasionaal.co.za
CYPRIOT REALTY PO Box 23644, Claremont, 7735 083 448 8734 www.cypriotrealty.com
HENLEY & PARTNERS Great Westerford, 240 Main Road, Rondebosch, Cape Town, 7700 (021) 850 0524 www.henleyglobal.com
DEVERE INVESTMENTS SOUTH AFRICA 1st Floor Office Premises, Crystal Towers, Century Boulevard, Century City, Cape Town, 7441 (021) 831 0900 www.devere-group.com FOORD ASSET MANAGEMENT P.O. Box 135, Howard Place, 7450 (021) 532 6988 www.foord.co.za
HEWETT WEALTH Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 www.hewettwealth.co.za HIGH STREET ASSET MANAGEMENT 1 Strouthos Road, Hyde Park, Johannesburg, 2196 (011) 325 4006 www.hsam.co.za
FRANKLIN TEMPLETON INVESTMENTS PostNet Suite #12, Private Bag X1005, Claremont, 7735 (021) 831 7400 www.franklintempleton.co.za
IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550 6192 www.imara.co
GLACIER BY SANLAM Private Bag X5, Tyger Valley, 7536 (021) 917 9002 (English) (021) 917 9000 (Afrikaans) www.glacier.co.za
INDEPENDENT INVESTMENT SOLUTIONS Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597 6687 www.i2solutions.co.za
GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194 (011) 459 1860 www.grindrodbank.co.za
INN8 Grove Exchange, Grove Avenue,Claremont,Cape Town, 7708 (0860) 004 668 www.inn8.co.za
GTC P.O. Box 55118, Illovo, 2116 (010) 597 6800 www.gtc.co.za
INTEGRAL WEALTH MANAGEMENT P.O. Box 1601, Parklands, 2121 087 985 0300 www.integralwealth.co.za
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OFFSHORE NINETY ONE P.O. Box 1655, Cape Town, 8000 0860 500 900 www.investecassetmanagement.com INVESTMENT SOLUTIONS P.O. Box 786055, Sandton, 2146 0860 333 316 www.investmentsolutions.co.za/ ITRANSACT P.O. Box 4769, Randburg, 2194 0861 432 383 www.itransact.co.za KAGISO ASSET MANAGEMENT Fifth Floor, MontClare Place, Cnr Campground and Main Roads, Claremont, 7708 (021) 673 6300 www.kagisoam.co.za MARRIOTT ASSET MANAGEMENT P.O. Box 2099, Hillcrest, 3650 0800 336 555 www.marriott.co.za MELVILLE DOUGLAS 8th Floor, 30 Baker Street, Rosebank, 2196 (011) 721 7964 (Jhb) / (031) 374 2123 (Durban) (021) 670 6439 (CT) www.melvilledouglas.co.za METOPE INVESTMENT MANAGERS P.O. Box 51316, Waterfront, Cape Town, 8009 (021) 418 3760 www.metopegroup.com MITONOPTIMAL SOUTH AFRICA P.O. Box 45068, Claremont, 7733 (021) 689 3579 www.mitonoptimal.com MOMENTUM INVESTMENTS 268 West Avenue, Centurion, Pretoria, 0157 (012) 671 8911 www.momentum.co.za
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NORTHSTAR ASSET MANAGEMENT Suite 1A, Ground Floor, Madison Place, Alphen Office Park, Constantia Road, Constantia, 7806 (021) 810 8400 www.northstar.co.za NVEST SECURITIES Unit 1101 Illovo Point, 68 Melville Road, Illovo, Sandton 2196 (010) 446 8000 www.nvestsecurities.co.za OLD MUTUAL INVESTMENTS Mutualpark, Jan Smuts Drive, Pinelands, Cape Town (021) 509 5022 www.oldmutual.co.za PERPETUA INVESTMENT MANAGERS 5th Floor, The Citadel, 15 Cavendish Street, Claremont, 7708 (021) 674 4274 (CT Head Office) Tel: (011) 759 4061 (Jhb) www.perpetuaim.co.za PLATINUM PORTFOLIOS Block F, Pinmill Farm, 164 Katherine street, Strathavon, 2031 (011) 262 4820 www.platinumportfolios.com POLARSTAR MANAGEMENT 11th Floor, Convention Tower, Heerengracht Street, Foreshore, Cape Town, 8001 (021) 409 7120 www.polarstarfunds.com PRUDENTIAL P.O. Box 44813, Claremont, 7735 (021) 670 50100 www.prudential.co.za PSG WEALTH Building A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 918 7800 www.psg.co.za
OFFSHORE SANLAM INTERNATIONAL INVESTMENTS Private Bag X8, Tygervalley, 7536 0860 100 266 www.sanlaminvestments.com
SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700 1000 www.southerncharter.co.za
SARASIN FUNDS MANAGEMENT (IRELAND) George’s Court, 54-62 Townsend Street, Dublin 2, Ireland + 353 1 434 5111 www.sarasin.co.uk
STANLIB P.O. Box 202, Melrose Arch, 2076 0860 123 003 www.stanlib.com
SASFIN BANK P.O. Box 95104, Grant Park, 2051 (011) 809 7500 www.sasfin.com
SYGNIA ASSET MANAGEMENT P.O. Box 51591, Waterfront, 8002 0860 794 642 www.sygnia.co.za
SASFIN SECURITIES P.O. Box 299, Johannesburg, 2000 (011) 809 7500 www.sasfinsecurities.co.za
TRUFFLE ASSET MANAGEMENT Ground Floor, Lancaster Gate Building, Hyde Park Lane Business Complex, C/O William Nicol & Jan Smuts, Hyde Park, 2196 (011) 325 0030 www.truffle.co.za
SCHRODER INVESTMENT MANAGEMENT 155 West Street, Sandton, Johannesburg, 2031 082 333 8994 www.schroders.com SEED INVESTMENTS P.O. Box 3107, Tygervalley,7536 (021) 914 4966 www.seedinvestments.co.za SEI INVESTMENTS (SOUTH AFRICA) Postnet Suite 426, Private Bag X1, Melrose Arch, 2076 (011) 994 4200 www.seic.com SESFIKILE CAPITAL 2nd Floor, 18 The High Street, Melrose Arch, 2076 (011) 684 1200 www.sesfikilecapital.com STANDARD BANK ISLE OF MAN One Circular Road, Douglas IM1 1SB, Isle of Man 441 624 643 643 www.international.standardbank.com
WARWICK WEALTH P.O. Box 816, Constantia, 7848 0800 50 50 50 www.warwickwealth.com WEALTHPORT Lacey Oak House, Ballyclare Office Park, 35 Ballyclare Drive, Bryanston (010) 593 3103 www.wealthport.co.za WESTBROOKE ALTERNATIVE ASSET MANAGEMENT 32 Impala Road, Chislehurston, Johannesburg (011) 245 0860 www.westbrooke.com VISIO CAPITAL MANAGEMENT The Place, Ground Floor, South Wing, Sandton Drive, Sandton, 2146 (011) 245 8900 www.visiocapital.co.za
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P R I VAT E C L I E N T S 36ONE ASSET MANAGEMENT 6A Sandown Valley Crescent, Sandown, Sandton, 2196 (010) 501-0250 www.36one.co.za
HEWETT WEALTH Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597 7506 www.hewettwealth.co.za
ABSA PRIVATE CLIENT ASSET MANAGEMENT Eastgate Office Park, South Blvd, Eastgate, Johannesburg, 2090 (011) 601 7500 www.absa.co.za
IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550 6192 www.imara.co
ALEXANDER FORBES WEALTH MANAGEMENT 115 West Street, Sandown, P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za ANCHOR PRIVATE CLIENTS 25 Cullross Road, Bryanston, Sandton, 2191 P.O. Box 1337 Gallo Manor, 2052 (011) 591 0677 www.anchorcapital.co.za CLUCASGRAY Ground Floor, Dunkeld Place, 12 North Road, Dunkeld West, Johannesburg, 2196 (011) 771 1960 www.clucasgray.co.za CONSILIUM SECURITIES 2nd Floor, President Place, Hood Avenue, Rosebank, 2196 P.O. Box 2512, Parklands, 2121 (011) 340 1300 www.consiliumsa.co.za CREDO WEALTH 199 Oxford Road, Dunkeld, Johannesburg, 2196 (011) 463 6312 www.credogroup.com GRINDROD ASSET MANAGEMENT P.O. Box 78011, Sandton, 2194 (011) 459 1860 www.grindrod.co.za
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INDEPENDENT INVESTMENT SOLUTIONS Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597 6687 www.i2solutions.co.za KAGISO ASSET MANAGEMENT Fifth Floor, MontClare Place, Cnr Campground and Main Roads, Claremont, 7708 (021) 673 6300 www.kagisoam.co.za MAITLAND GROUP 18 Fricker Road, Illovo, Johannesburg, 2196 011 530 8400 www.maitlandgroup.com MELVILLE DOUGLAS 8th Floor, 30 Baker Street, Rosebank, 2196 (011) 721 7964 (Jhb) (031) 374 2123 (Durban) (021) 670 6439 (CT) www.melvilledouglas.co.za METOPE INVESTMENT MANAGERS Moorings 4, Portswood Road, V&A Waterfront, 8000 P.O. Box 51316, Waterfront, Cape Town, 8009 (021) 418 3760 www.metopegroup.com NEDBANK PRIVATE WEALTH 135 Rivonia Road, Sandown, Johannesburg, 2196 (0860) 111 263 www.nedbankprivatewealth.co.za
P R I VAT E C L I E N T S NORTHSTAR ASSET MANAGEMENT Alphen Office Park, Constantia Road, Constantia, 7806 (021) 810 8400 www.northstar.co.za NVEST SECURITIES Unit 1101 Illovo Point, 68 Melville Road, Illovo, Sandton 2196 (010) 446 8000 www.nvestsecurities.co.za OLD MUTUAL WEALTH PRIVATE CLIENT SECURITIES Mutualpark, Jan Smuts Dr, Pinelands, Cape Town, 7405 (021) 524 4400 www.oldmutual.co.za/wealth/solutions/ private-client-securities PLATINUM PORTFOLIOS Block F, Pinmill Farm, 164 Katherine street, Strathavon, 2031 (011) 262 4820 www.platinumportfolios.com
PRIVATE CLIENT HOLDINGS P.O. Box 24033, Claremont, 7735 (021) 671 1220 www.privateclient.co.za PSG KONSULT 2 Trident Office Park, Niblick Way, Somerset West, 7130 (021) 918 7800 www.psg.co.za SANLAM PRIVATE WEALTH Vineyards Office Estate, Farm 1, 99 Jip de Jager Drive, Welgemoed, Cape Town 7530 (021) 950 2770 www.sanlamprivatewealth.co.za SASFIN 337 Brooklyn Rd, Menlo Park, Pretoria, 0081 (012) 425 6000 www.sasfin.com
SHARI’AH INVESTING 1nvest Fund Managers (PTY) Ltd Physical address 17 Melrose Boulevard, Melrose Arch, Johannesburg, 2196, South Africa www.1nvest.co.za
KAGISO ASSET MANAGEMENT Montclare Place, Main Rd & Camp Ground Road, Claremont, Cape Town (021) 673 6300 www.kagisoam.com
27FOUR INVESTMENT MANAGERS Firestation Rosebank, Fifth Floor, 16 Baker St, Rosebank, Johannesburg (011) 442 2464 www.27four.com
OLD MUTUAL INVESTMENTS Mutualpark, Jan Smuts Drive, Pinelands, Cape Town (021) 509 5022 www.oldmutualinvest.com
ALEXANDER FORBES 115 West Street, Sandton, Johannesburg (011) 269 0000 www.alexanderforbes.co.za
STANLIB 17 Melrose Boulevard, Melrose Arch, Johannesburg 0860 123 003 www.stanlib.com
ELEMENT INVESTMENT MANAGERS 405 Manhattan Place, 130 Bree St, Cape Town (021) 426 1313 www.elementim.co.za
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SHARI’AH INVESTING SENTIO CAPITAL Illovo Edge, Building 3, 1st floor, 5 Harries Road, Illovo, Johannesburg (011) 880 1994 www.sentio-capital.com
VISIO FUND MANAGEMENT 92 Rivonia Rd, Wierda Valley, Sandton, Johannesburg (011) 245 8900 www.visiofund.co.za
SANLAM PRIVATE WEALTH Vineyards Office Estate, Farm 1, 99 Jip de Jager Drive, Welgemoed, Cape Town (021) 950 2770 www.sanlamprivatewealth.co.za
SHORT-TERM INSURANCE AUTO & GENERAL INSURANCE COMPANY P.O. Box 11250, Johannesburg, 2000 0861 00 12 69 www.autogen.co.za
CREDIT GUARANTEE P.O. Box 125, Randburg, 2125 (011) 889 7000 www.creditguarantee.co.za
BIDVEST INSURANCE PO Box 25038, Gateway, 4321 0860 77 88 99 www.bidvestinsurance.co.za
DISCOVERY INSURE PO Box 3888, Rivonia, Johannesburg, 2128 (011) 529 2869 www.discovery.co.za
BRYTE INSURANCE COMPANY PO Box 61489, Marshalltown, Johannesburg, 2107 (011) 370 9111 www.brytesa.com
ECONORISK P.O. Box 3428, Rivonia, 2128 (011) 045 8555 www.econorisk.co.za
CENTRIQ INSURANCE COMPANY LIMITED P.O. Box 55674, Northlands, 2116 (011) 268 6490 www.centriq.co.za CHUBB PO Box 1192, Saxonwold, 2132 (011) 722 5700 www.chubb.com/za-en/
FIRST RAND SHORT TERM INSURANCE Cnr Pixley Ka Seme & Pritchard Streets, Johannesburg, 2001 www.fnb.co.za GUARDRISK P.O. Box 786015, Sandton, 2146 (011) 669-1000 www.guardrisk.co.za
COMPASS INSURE P.O. Box 37226, Birnam Park, 2015 (011) 745 8333 www.compass.co.za
HEWETT WEALTH Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 086 564 9120 www.hewettwealth.co.za
CONSTANTIA INSURANCE P.O. Box 3518, Cramerview, 2060 (011) 686 4200 www.constantiagroup.co.za
HOLLARD P.O. Box 87419, Houghton, 2041 0860 202 202 www.hollard.co.za
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SHORT-TERM INSURANCE IMPREXXION FOOTPRINT Postnet Suite 109, Private Bag X04, Fontainebleau, 2032 (011) 399 2600 www.imprexxion.com
OLD MUTUAL INSURE Jan Smuts Drive, Pinelands, Cape Town, 7405 (0860) 111 023 www.oldmutual.co.za
INDWE RISK SERVICES Private Bag X7, Northlands, 2116 0860 13 13 14 www.indwerisk.co.za
PSG INSURE 2 Trident Office Park, Niblick Way, Somerset West, 7130 (021) 918 7800 www.psg.co.za
INFINITI INSURANCE P.O. Box 23, Strathavon, 2031 0860 00 2526 www.infinitiafrica.com
RENASA INSURANCE COMPANY P.O. Box 412072, Craighall, 2024 (011) 380 3080 www.renasa.co.za
KING PRICE INSURANCE P.O. Box 284, Menlyn, 0063 0860 50 50 50 www.kingprice.co.za
RISK BENEFIT SOLUTIONS P.O. Box 449, Cape Town, 8000 0860 072 765 www.rbs.co.za
LOMBARD INSURANCE COMPANY P.O. Box 2740, Parklands,2121 (011) 551 0600 www.lombardins.com
SANTAM 1 Sportica Crescent, Tyger Valley, Bellville, 7530 0860 444 444 www.santam.co.za
MOMENTUM SHORT TERM INSURANCE Private Bag 6784, Centurion, 0046 0861 110 220 www.momentum.co.za
SASRIA P.O. Box 653367, Benmore, 2010 086 172 7742 www.sasria.org.za
MUA INSURANCE COMPANY P.O. Box 5777, TygerValley, 7536 0861 MUA INS (682 467) www.mua.co.za
ZURICH INSURANCE COMPANY P.O. Box 61489, Marshalltown, 2107 0800 112 604 www.brytesa.com
NEDGROUP INSURANCE PO Box 1144, Johannesburg, 2000 (011) 667 7000 www.nedbank.co.za
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SOFTWARE SOLUTIONS
ALLEGIANCE CONSULTING PTY LTD Unit 5 Equity Estate, 20 Charles de Gaulle Crescent, Highveld, 0157 Tel: (012) 360 0040 www.allegiance.co.za Allegiance is a South African fintech. Our flagship platform, Avalon, enables clientcentric, goal-based planning. Built on strong advice narratives and decades of financial planning expertise, Avalon standardises advice to help manage legal and advice risk. Innovations like the Contextual Financial Identity™ create a single, consistent view of each client, so every recommendation reflects their full context—not just their latest conversation. Avalon empowers advisers to help clients discover, achieve and live remarkable lives. ASSET MAP 66-68 Albert Rd, Woodstock, Cape Town, 7925 www.workthatmatters.co.za atWORK Corner Lois Ave & Tsitsa St , Erasmuskloof , Pretoria 0181 (012) 484 9184 www.atwork.co.za BIAS Kya North Park , Bernie St , Kya Sand, Randburg 2040 (011) 708 7007 www.biasconsultants.co.za BROKER TOOLS Corner Karee & John Vorster Avenue, Irene, Pretoria, 0064 (012) 665 3899 www.brokertools.co.za
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COMMSPACE KWV Head Office, 57 Main Rd , Paarl, 7646 0861 477 774 www.commspace.co.za E-SET Belmont Rd, Rondebosch, Cape Town, 7700 (021) 659 2000 www.eset.com/za EAS-E FICA Maxwell Office Park, Magwa Cres, Jukskei View, 2090 (0861) 342 592 www.easefica.co.za EEZI-SIGN DIGITAL SIGNATURES 2 Ernest Oppenheimer Avenue, Bruma, Johannesburg, 2026 (011) 484 5070 www.jmr.co.za ELITE WEALTH Boardwalk Office Park , Eros Rd , Faerie Glen, 0043 (0861) 222 378 www.elitewealth.biz ENHANCE INVESTOR 197 Peter Mokaba Rd , Morningside, Durban, 4001 (031) 205 2496 www.enhanceinvestor.com ESCROW EUROPE 5a Pastorie Park , Corner Lourens & Reitz St , Somerset West, 7129 076 379 6368 www.escroweurope.co.za FINAMETRICA Fountain Grove, Cnr William Nicol & 2nd Road, Hyde Park, 2196 (011) 888 5088 www.riskprofiling.com
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SOFTWARE SOLUTIONS FSP HUB Willie van Schoor Drive, Bellville, Cape Town, 7530 (021) 914 2169 www.fsphub.com
J2 SOFTWARE 6 Ateljee Street, Randpark Ridge, Johannesburg, 2169 (011) 794 1096 www.j2.co.za
FUND ANALYTICS 26 Eleventh Avenue, Houghton Estate, Johannesburg, 2198 (011) 728 5510 www.profile.co.za
KAPERSKY Thornhill Office Park, Bekker Road, Midrand, 1682 (011) 783 2424 www.kapersky.co.za
G04 SOFTWARE 164 Waverley Road, Dan Pienaar, Bloemfontein 9301 (051) 436 0371 www.go4software.co.za
LEXIS SIGN 215 Peter Mokaba Road, Morningside, Durban, 4001 (031) 268 3111 www.lexissign.co.za
GENASYS TECHNOLOGIES Cnr 14th Ave & Hendrik Potgieter Road, Weltevreden Park, Johannesburg, 1709 (011) 679 3151 www.genasystech.com
LIBRALEX PO Box 74337, Lynwood Ridge, Pretoria, 0040 (012) 809 0335 www.libralex.co.za
IMPRESSION SIGNATURES Waterfall Office Park, Howick Close, Allandale Road & Bekker Road, Midrand, 1686 (087) 405 6220 www.impression-signatures.com
MCAFEE The Campus, 57 Sloane St, Bryanston, 2021 (011) 707 5500 www.mcafee.com/en-za/index.html
IRESS 2929 William Nicol Drive, Bryanston, Johannesburg, 2021 (010) 492 1111 www.iress.com
MCI 60 Civin Drive, Bedfordview, Johannesburg, 2007 (011) 454 3420 www.mci.co.za
INSURE TECH 118 Graskop Road, Waterkloof Heights, Pretoria, 0184 (081) 234 3312 www.insuretech.co.za
MI-PLAN Mariendahl House, Newlands on Main, Cape Town, 7700 (021) 673 1340 www.mi-plan.co.za
INTEGRITY SOFTWARE 65 Old Main Road, Kloof, Durban, 3640 (031) 764 2558 www.integrity.co.za
nCino KYC WeWork building 4th floor – 1F, 173 Oxford Rd, Rosebank Johannesburg, 2196 +27 (0)10 140 3580 www.kycafrica.ncino.com
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WE BELIEVE THAT WHEN FINANCIAL PLANNERS BUILD GREAT BUSINESSES AND PRACTICES, THEY CHANGE LIVES AT SCALE. PROPULSION HELPS FINANCIAL PLANNERS BUILD THRIVING BUSINESSES AND PRACTICES THROUGH PRACTICAL TRAINING, A SUPPORTIVE COMMUNITY, AND USING SMART TECHNOLOGY, RIGHT.
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SOFTWARE SOLUTIONS PAPER TRAIL 138 Athol Street, Highlands North, Johannesburg, 2192 (011) 880 4411 www.papertrail.co.za
SIGNIFLOW 78 Kyalami Boulevard, Kyalami Business Park, Midrand, 1684 (010) 300 4899 www.signiflow.com
PFIRESTORM 21 Alexander Drive , Winston Park, Gillitts, 3610 (031) 764 4090 www.pfire.co.za
SOFTBYTE COMPUTERS PO Box 1158, Kloof, Durban, 3640 (031) 464 2289 www.softbyte.co.za
PROFIDA Bateleur Office Park, Pasita St Bellville, CapeTown, 7530 (021) 975 0215 www.profida.co.za PROpulsion COMMUNITY FOR FINANCIAL PLANNERS Venture Workspace, S8 & S9, Second Floor, The Sanctuary, c/o de Beers Avenue and R44, Somerset West 083 275 8368 www.propulsion.co.za QUICKBOOKS 100 Armstrong Ave, Umhlanga, Durban, 4051 (031) 566 2960 www.quickbooks.intuit.com/za/ REFINITIV The Chelsea Building, 138 West Street, Sandton, Johannesburg, 2196 (011) 775 3000 www.refinitiv.com SAGE 22 Magwa Cres., Waterfall 5-lr, Midrand, 2066 (011) 304 3000 www.sage.com/en-za/ SEED ANALYTICS PO Box 3107, Tygervalley, Bellville, 7536 (021) 914 0658 www.seedanalytics.info
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SURE QUOTE The Corner Office, Lynwood Rd , Lynwood, Pretoria 0081 083 295 2302 www.sure-quote.co.za THRYVE 2 Hood Avenue, Rosebank, Johannesburg, 2196 (011) 771 5600 www.thryve.com TIAL TECHNOLOGIES 67 Wessel Road, Rivonia, Johannesburg, 2128 (011) 807 1030 www.tial.co.za TRUSTEEZE 26 Sturdee Avenue, Rosebank, Johannesburg, 2196 (010) 312 5777 www.trusteeze.co.za WEALTHBIT 150 Rivonia Road Sandton, 2146 (011) 768 1022 www.gci.co.za
UNDERWRITING MANAGERS AC & E UNDERWRITING MANAGERS 7th Floor, Bedford Centre Office Park, Kloof Road, Bedfordview (011) 615 7529 www.engineeringace.co.za AFRICAN RAND UNDERWRITING MANAGERS P.O. Box 731386, Fairland, 2030 (011) 678 1354 www.africanrand.co.za AMBLEDOWN RISK & UNDERWRITING MANAGERS P.O. Box 1862, Cramerview, 2060 086 126 2533 www.ambledown.co.za ARTINSURE UNDERWRITING MANAGERS Postnet Suite 243, Private Bag X30500, Houghton, 2041 0861 111 096 www.artinsure.co.za BROLINK P.O. Box 9346, Centurion, 0046 (012) 673 0000 www.brolink.co.za CAMARGUE UNDERWRITING MANAGERS Postnet Suite 250, Private Bag X4, Bedfordview, 2008 (011) 778 9140/41/42/43/44 www.camargueum.co.za CAPTIVE BUSINESS CONSULTANTS Postal address – P O Box 654, Bedfordview, 2008 (011) 615 3640/43 www.captive.co.za CENTRIQ INSURANCE COMPANY P.O. Box 55674, Northlands, 2116 (011) 268 6490 www.centriq.co.za
CHARTERED AUTO UNDERWRITING AGENCY P.O. Box 78589, Sandton, 2146 086 100 2282 www.caua.co.za COMMERCIAL AND INDUSTRIAL ACCEPTANCES P.O. Box 615, Bedfordview, 2008 0861 CIA 777 www.cia.co.za COMPASS INSURANCE P.O. Box 37226, Birnam Park, 2015 (011) 745 8333 www.compass.co.za CONSORT TECHNICAL UNDERWRITING MANAGERS P.O. Box 520, Banbury, 2164 (011) 658 1156 www.consort.co.za FACTORY & INDUSTRIAL RISK MANAGERS P.O. Box 615, Bedfordview, 2008 0861 FACIND (322463) www.facind.co.za FILM & ENTERTAINMENT UNDERWRITERS SA Suite 244, Private Bag X17, Weltevredenpark, 1715 (011) 431 3694 www.feusa.co.za FIREDART & CONSTRUCTION GUARANTEE UNDERWRITING MANAGERS PO Box 11653, Randhart, 1457 (011) 833 1400 www.firedart.co.za GARAGESURE CONSULTANTS & ACCEPTANCES P.O. Box 3375, Randburg, 2125 (011) 791 6602 www.garagesure.co.za
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UNDERWRITING MANAGERS GEM & JEWEL ACCEPTANCES P.O. Box 70014, Bryanston, 2021 0800 112 604 www.brytesa.com
MOTORITE INSURANCE ADMINISTRATORS P.O. Box 1034, Gallo Manor, 2052 0860 66 22 11 www.motorite.co.za
GUARDRISK P.O. Box 786015, Sandton, 2146 (011) 669 1000 www.guardrisk.co.za
PALADIN UNDERWRITING MANAGERS P.O. Box 613, Rondebosch, 7701 (021) 686 7270 www.paladin.co.za
HIC UNDERWRITING MANAGERS P.O. Box 2253, Bedfordview, 2008 (011) 455 5271 www.hicsa.co.za
PSG KONSULT Building A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 918 7800 www.psg.co.za
INSURANCE UNDERWRITNG MANAGERS Private Bag X10, Gardenview, 2047 0861 949 444 www.ium.co.za
SA UNDERWRITING AGENCIES P.O. Box 3606, Randburg, 2125 0860 002 002 www.saunderwriters.com
KEU UNDERWRITING MANAGERS Suite 125, Private Bag X10030, Randburg 2125 0861 00 00 90 www.keu.co.za
SENATE TRANSIT UNDERWRITING MANAGERS P.O. Box 10402, Centurion, 0046 (012) 663 1004 www.senate-net.co.za
LEPPARD UNDERWRITING P.O. Box 2730, Houghton, 2041 (011) 459 1640 www.leppard.co.za
THE HOLLARD INSURANCE COMPANY P.O. Box 87419, Houghton, 2041 0860 202 202 www.hollard.co.za
MERX COMMERCIAL UNDERWRITERS P.O. Box 4472, Atlasville, 1465 (011) 455 3838 www.merxhcv.co.za
TOP TRANS EXCESS UNDERWRITERS P.O. Box 1568, Lambton, 1414 (011) 622 0142 www.roadcom.co.za
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TRUSTS
ALLEGIANCE CONSULTING PTY LTD Unit 5 Equity Estate, 20 Charles de Gaulle Crescent, Highveld, 0157 Tel: (012) 360 0040 www.allegiance.co.za Allegiance supports clients with specialist trust and estate planning grounded in South African legal, tax and fiduciary expertise— our consultants deliver practical, defensible recommendations for complex needs. We help unpack family dynamics, asset structures and long-term intentions, then translate them into clear guidance clients can understand. Our team provides consulting support and paraplanning, so trust-related advice and engagements remain consistent and compliant. The outcome: better decisions today, reduced risk tomorrow, and legacies built with confidence. ASL TRUST SERVICES 1 Niblick Way, Trident Park, Somerset West, Cape Town, 7130 (021) 840 1600 www.asl.co.za ABSA TRUST P.O. Box 4167, Fourways, 2055 0800 11 11 55 www.absa.co.za ALEXANDER FORBES FINANCIAL SERVICES P.O. Box 787240, Sandton, 2146 (011) 269 0000 www.alexanderforbes.co.za CENTURY TRUSTS AND WEALTH Somerset Links Park, De Beers Avenue, Somerset West, Cape Town, 7130 (021) 552 5440 www.centurytrust.co.za CITADEL INVESTMENT SERVICES PO Box 23388, Claremont, 7735 (021) 670 9100 www.citadel.co.za
CREST TRUST HOLDINGS 276 West Avenue, Centurion, Pretoria, 0157 (012) 643 1049 www.ctrust.co.za DESTINATA HOLDINGS 5 Niblick Way, Somerset West, Cape Town, 7130 (021) 851 3590 www.destinataholdings.com FIRST NATIONAL BANK Simmonds St, Johannesburg, 2001 (087) 575 9404 www.fnb.co.za FEDGROUP 89 Bute Lane, Sandown 0860 011 773 www.fedgroup.co.za HEWETT WEALTH Block 16 B, Willowbrook Office Park, Van Hoof Street, Ruimsig, Johannesburg, 1724 (010) 597 7506 www.hewettwealth.co.za IMARA ASSET MANAGEMENT P.O. Box 701, Northlands, 2116 (011) 550 6192 www.imara.co LEGACY FIDUCIARY SERVICES Greenford Office Estate, Punters Way, Kenilworth, Cape Town, 7708 (021) 671 1438 www.legacyfs.co.za MAZARS Grand Moorings Precinct, Century City, Cape Town, 7441 (021) 818 5000 www.mazars.co.za LIGHTHOUSE TRUST AND CORPORATE 135 Daisy Street, Sandton, Johannesburg, 2196 (011) 784 2634 www.lhtc.co.za
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TRUSTS MAITLAND GROUP 18 Fricker Road, Illovo, Johannesburg, 2196 (011) 530 8400 www.maitlandgroup.com
SANLAM TRUST 2 Strand Road, Belville, Cape Town, 7530 (0860) 726 526 www.sanlam.co.za
MOMENTUM TRUST 268 West Avenue, Centurion, Pretoria, 0157 (012) 671 8911 www.momentum.co.za
SENTINEL INTERNATIONAL Mariendal House, Main Rd, Newlands, Cape Town, 7700 (021) 674 0390 www.sentinelinternational.co.za
NEDGROUP TRUST 135 Rivonia Road, Sandown, Johannesburg, 2196 (011) 294 9000 www.nedbankprivatewealth.com OLD MUTUAL Mutualpark, Jan Smuts Drive, Pinelands, Cape Town, 7405 (021) 509 5022 www.oldmutual.co.za PERSONAL TRUST Belmont Park, Belmont Road, Rondebosch, Cape Town, 7700 (021) 689 8975 www.personaltrust.co.za PRIVATE CLIENT TRUST P.O. Box 24033, Claremont, 7735 (021) 671 1220 www.privateclient.co.za PSG Building A, Pro Sano Park South Gate, Carl Cronje Drive, Tyger Waterfront, Tyger Valley, Bellville, 750 (021) 918 7800 www.psg.co.za RUBICON TRUST COMPANY 73 Beyers Naude Drive, Roosevelt Park, Johannesburg, 2195 (011) 646 0064 www.rubicontrust.co.za RISK BENEFIT SOLUTIONS P.O. Box 449, Cape Town, 8000 0860 072 765 www.rbs.co.za
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SOUTHERN CHARTER WEALTH Postnet Suite 62, Private Bag X12, Tokai, 7966 (021) 700 1000 www.southerncharter.co.za STANDARD BANK FIDUCIARY SERVICES 5 Simmonds street, Selby, Johannesburg, 2001 (010) 249 0423 www.standardbank.co.za TRUSTEEZE 26 Sturdee Avenue, Rosebank, Johannesburg, 2196 (010) 312 5777 www.trusteeze.co.za WEALTH SUCCESSION Menlyn Corporate Park, Cnr Garsfontein Road & Corobay Avenue, Pretoria, 0181 (012) 0012 704 www.wealthsuccession.co.za
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