Keith Andrews's Linkedin Analytics

When it comes to the things that matter most, it’s always great to know that you are well taken care of. Personal Trust is a multi-facet financial services group who prides itself in offering financial services of the highest quality whilst tailor making solutions for each individuals needs. We focus on educating and empowering you as a client to make your own well informed financial decisions, while keeping our key values of ethics, integrity and objective advice at the heart of everything we do. Our financial services include: INVESTMENT SERVICES We offer investments across a full spectrum of asset classes ranging from cash funds through to equity, property and bond funds. Our investment products include: - Retirement funds - Preservation funds and - Structured wrappers FIDUCIARY SERVICES Personal Trust has a team of professionals who have the qualifications and expertise to offer specialist fiduciary services including: - Formation and Administration of Trusts, - Drafting and Safe Custody of Wills and - Administration of Deceased Estates RETIREMENT PLANNING One of our core business skills is managing retirement assets. We have a history in preserving retirement capital in addition to concentrating on financial, estate and retirement planning. Our range of investment vehicles includes: - Retirement funds, - Preservation funds and - Structured wrappers. MONEY MARKET FACILITY Our Money Market facility offers clients access to short and long-term deposits at above-average interest rates which are not available from conventional financial institutions while enjoying the enhanced security offered by a nominee company. TAX SERVICES We are able to help all our clients with general tax planning, annual and provisional tax returns and all transactions with the South African Revenue Services. For more information please visit our website or contact me directly: E-mail: [email protected] Website: www.personaltrust.co.za