We offer the following Financial Advisory Services

INVESTMENTS

Local and offshore unit trusts, linked investment vehicles, endowments, & guaranteed investments.

RETIREMENT PLANNING

To ensure that our clients are financially independent by the time they reach retirement age we will advise them in terms of the following products:

Retirement Annuities

Preservation Funds

Life Annuities

EMPLOYEE BENEFITS

Administration of the fund

Group Life & Disability

Portfolio Management 

INVESTMENT PROCESS:

After completing a financial needs analysis and assessing the client's needs and risk profile, a long-term strategic allocation between asset classes is developed.

As a rule we are conservative investors as most of our clients are retired or near retirement and therefore we seldom include specialist funds in any of our portfolios, our portfolios are carefully constructed to withstand market volatility and offer consistent steady growth.

Our research and due diligence includes qualitative & quantitative analysis focusing on each identified management company's philosophy and process. Investec Asset Management assist us with the quantitative analysis and we we also make use of tools to aid us with the analysis process  ie. Allan Gray, Investec Portfolio Builder, Spotlight Investor

LIFE ASSURANCE

RWM Resolute Wealth Management's association with several of the major life assurance companies enables it to formulate comprehensive specialised portfolios that are best suited to each client's individual needs.