Investment Services

• Financial Planning
• Risk Profile assessment
• Private Banking: Call and Fixed Deposits
• Portfolio management
• Private stock portfolios, Unit trusts and structured products.

These services are provided both locally and offshore.

 

The Approach

After a careful consultation with the client, we determine their investment needs and formalise a proposal to enable the client to make an informed decision.

We consult with all major institutions in order to provide tax efficient investment structures. This varies from personal portfolios to pension funds and private banking.

Internationally, we provide full offshore investment and private banking services. This ranges from offshore fund management to the setting up of offshore Trusts and offshore banking.

 

Strengths

•
Total independence, ensuring unbiased and objective advice to clients.
•
We deal with only major, well-established financial institutions which ensure security of investments, maximum flexibility and diversity of choice for clients.
•
Finway represents YOU, the client and not the institution, enabling maximum protection of your interests at all times.
•
Highly skilled and experienced understanding of investors risks.

 


FINWAY INTERNATIONAL
An authorised Financial Services Provider,
regulated by the South African Financial
Services Board, licensed as an Investment
Manager (section 8), licence number 571