WEALTHPS.CO.ZA

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Our Purpose and Philosophy. How we assist our clients. Our role as Fiduciary. Trust and Tax Planning. The 6 step process. Your relationship with wps. WPS In the Press. CEO Wealth Preservation Strategies. Lifestyle Security, Asset Protection and Investing are no longer limited to the rich and famous. Whether you are a young executive or a high net-worth individual with a globally diversified portfolio. Of assets, expert financial planning is essential to your success in any economic environment.

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Our Purpose and Philosophy. How we assist our clients. Our role as Fiduciary. Trust and Tax Planning. The 6 step process. Your relationship with wps. WPS In the Press. CEO Wealth Preservation Strategies. Lifestyle Security, Asset Protection and Investing are no longer limited to the rich and famous. Whether you are a young executive or a high net-worth individual with a globally diversified portfolio. Of assets, expert financial planning is essential to your success in any economic environment.

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1 who we are

2 focused planning

3 our team

4 financial services

5 employee benefits

6 estate planning

7 health service benefits

8 investments and savings

9 capital gains tax

10 ethical investment

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Home | WPS | wealthps.co.za Reviews

https://wealthps.co.za

Our Purpose and Philosophy. How we assist our clients. Our role as Fiduciary. Trust and Tax Planning. The 6 step process. Your relationship with wps. WPS In the Press. CEO Wealth Preservation Strategies. Lifestyle Security, Asset Protection and Investing are no longer limited to the rich and famous. Whether you are a young executive or a high net-worth individual with a globally diversified portfolio. Of assets, expert financial planning is essential to your success in any economic environment.

INTERNAL PAGES

wealthps.co.za

1

Login | WPS

http://www.wealthps.co.za/clientzone

Welcome to the secure login section of our website. This is a secure environment in which Clients, Financial Advisors and WPS Administrative Support Staff can interact on various aspects relating to the management of the Clients' investment and risk portfolios. This online facility provides you with access to the following features and functions:. A Notice Board to which General Notices and Personal Messages from the Financial Advisor of the Support Team are posted. Access current portfolio information.

2

Unit Trusts | WPS

http://www.wealthps.co.za/unit-trusts.html

Our Purpose and Philosophy. How we assist our clients. Our role as Fiduciary. Trust and Tax Planning. The 6 step process. Your relationship with wps. WPS In the Press. Classes of Unit Trusts. What are Unit Trusts? Unit trusts, Mutual fund. Unit trusts work in very much the same way. They obtain something that is almost impossible for individuals - blue chip. Shares. Shares are the main commodity traded by the Johannesburg Stock Exchange. Some types of shares - known as blue chip. How do Unit Trusts work?

3

Capital Gains Tax | WPS

http://www.wealthps.co.za/capital-gains-tax.html

Our Purpose and Philosophy. How we assist our clients. Our role as Fiduciary. Trust and Tax Planning. The 6 step process. Your relationship with wps. WPS In the Press. This is a tax levied on gains made from the disposal or deemed disposal of assets by individuals, trusts, companies, or estates. Some assets (e g. a person's main residence, or car) are exempt from this tax and there is also an annual exemption allowance. All form fields are required. Best Time to Contact:. Trust and Tax Planning.

4

Investment Bonds | WPS

http://www.wealthps.co.za/investment-bonds.html

Our Purpose and Philosophy. How we assist our clients. Our role as Fiduciary. Trust and Tax Planning. The 6 step process. Your relationship with wps. WPS In the Press. In South Africa investment. Bonds are often referred to as Endowment Plans and may be funded via regular contributions or by single lump sum contributions. An Insurance Bond is effectively an investment. In a life assurance policy which may hold certain advantages for the investor. Bonds work in a similar way to investment.

5

Purpose & Philosophy | WPS

http://www.wealthps.co.za/purpose-philosophy.html

Our Purpose and Philosophy. How we assist our clients. Our role as Fiduciary. Trust and Tax Planning. The 6 step process. Your relationship with wps. WPS In the Press. Our Role As Fiduciary. Our purpose at Wealth Preservation Strategies Is to render financial advice and services with honesty, diligence and skill, care and respect. We aim to preserve and enhance the long term financial well being of all the Clients we serve. All form fields are required. Best Time to Contact:. Trust and Tax Planning.

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wealthps.co.za

Home | WPS

Our Purpose and Philosophy. How we assist our clients. Our role as Fiduciary. Trust and Tax Planning. The 6 step process. Your relationship with wps. WPS In the Press. CEO Wealth Preservation Strategies. Lifestyle Security, Asset Protection and Investing are no longer limited to the rich and famous. Whether you are a young executive or a high net-worth individual with a globally diversified portfolio. Of assets, expert financial planning is essential to your success in any economic environment.

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