Welcome to financial clarity and a better way forward

MULTIVEST FINANCIAL PLANNING

By putting your interests first, we achieve more together. We bring transparent, evidence-based advice to help our clients safeguard their financial futures and realize their dreams.

Investment opportunities

Today’s investment climate offers unprecedented opportunities

Our mission is to help you take advantage of those opportunities by providing you with:

A clear understanding of your current financial status – as well as their future goals.

Multiple “What if…?” scenarios based on your unique goals and lives.

“A Business Plan for Life” (personalized guidance and leadership through these “What if…?” scenarios).

Multivest Asset Management, Financial Advisor, Financial Analyst, Asset Management, Wills, Trusts, Pretoria, Gauteng
Multivest Asset Management, Financial Advisor, Financial Analyst, Asset Management, Wills, Trusts, Pretoria, Gauteng

From financial management to investment and retirement planning, risk management and estate conservation

We specialize in helping you develop a comprehensive, cohesive investment plan that fits your unique needs and enables you to meet both short- and long-term objectives.

Our day-to-day work focuses on addressing and solving our clients’ most pressing tax, estate and financial concerns. We help our clients take deliberate actions to accomplish what’s most important.

In general those actions focus on five key planning areas:
  1. Enhancing wealth by helping you make smarter financial decisions
  2. Helping you minimize income and estate taxes over the course of your lifetime
  3. Ensuring your assets are protected from unwelcome third parties
  4. Reinforcing your legacy and values through a well thought out wealth transfer plan
  5. Ensuring charitable giving is done in a meaningful and impactful way for those interested

TALKING POINTS COURTESY OF PROFILE GROUP

Financial Analyst, Asset Management, Wills, Trusts, Pretoria, Gauteng

A Deep History in the Industry and Community

An investment in knowledge pays the best interest.
— Benjamin Franklin

Multivest Financial Planning was established to fulfill a commitment made to a sister company that has worked with wealth accumulting investors for over 30 years. We launched as an FSCA Registered Investment Advisor in 2013, with a focus on helping our clients actively manage their investments. We firmly believe we have honored that commitment and will continue to do so.

The Multivest Difference

Vision, Approach, and Service are the Pillars of Our Commitment to Clients

Focused on providing clarity, direction, and advice

Our role is to lead, coach and work with clients to improve their lives, every day and in every way as we:

  • Make it a priority to completely understand your personal & financial goals.
  • Respond with a well-defined roadmap to achieve those goals
  • Provide ongoing advice to adjust the roadmap as needs change.

Tactical & Value Strategies and Dynamic Analytics

Our analytic approach helps to make informed decisions with an active & quantifiable method that filters the noise with a:

  • Mathematical based process that reduces risk and seek profit.
  • System that is fluid yet regimented, disciplined, and based on real-world experience.
  • Database tracks many potential investments, looking for trends, while at the same time, calculating exit strategies for each investment.

White Glove Service Customized to Your Individual Needs

As an independent financial advisor, we’re committed to providing tailored investment strategies and retirement planning for each of our clients.

  • Together with our sister company, Multivest Asset Management, we have been working with investors for well over 20 years
  • We remain innovative in our approach to achieve the best possible outcome for each and every one of our valued clients. We specialize in serving individuals, professionals, families, and business owners.

Our Value Strategies are process driven as well based on:

  • Asset allocation relative to risk tolerance.
  • Value Calculation based on historical prices.
  • Rebalanced based on valuations.

The strength of the team is each individual member.
The strength of each member is the team.
— Phil Jackson

Advisor, Ready For A Change?

YOUR IDEAL BUSINESS IS WITHIN REACH

With all the changes that are happening at banks, assurers, and larger institutions, you may be peering over the fence at the independent model to see if it’s right for you.

At Multivest Financial Planning, we help advisors transition smoothly from a more captive environment to one that empowers and encourages you to be your best—and do what’s in the best interest of your clients. Our primary goal is to improve every aspect of our advisors’ lives. We will assist you to create and maintain a practice which reflects your vision.

Got questions? We’ve got answers!

Contact Multivest today at 072 696 4913 or info@multivestfsp.co.za to explore how we can design a more ideal business model for you!

Financial Advisor, Financial Analyst, Asset Management, Wills, Trusts, Pretoria, Gauteng

Frequently Asked Questions

The art and science of asking questions is the source of all knowledge.
— Thomas Berger

First and foremost we are Fiduciaries. That means we must adhere to a higher standard than other advisors who adhere to the suitability standard. A fiduciary must act in the best interest of client at all times, this is not just a saying, but a way of life. This is also a regulation which is strictly enforced by the Financial Sector Conduct Authority.

Secondly, it is our belief that Personal finance is about more than money, it is about quality of life. At Multivest we are not simply a “broker” or “financial adviser” although we are those things, we strive to be more. We truly empathize with our clients by understanding their family dynamics, work, and social lives. This allows us to create personalized plans for each individual and family we work with, then armed with that understanding we can guide you to the best possible outcomes.

Multivest Wealth Advisors employ two different investment strategies, we offer a fully tactical strategy that is very fluent in and out of different market sectors trying to find opportunities when they appear. We also offer a Value strategy/ Asset Allocation Strategy using Modern Portfolio Theory. The value strategy is rebalanced quarterly, within certain parameters of the tactical allocation.

A team of Chartered Financial Analysts (CFAs) construct and maintain our portfolios.

An advisor will maintain an objective, unemotional viewpoint while working with you to assess your current needs. The advisor will help you set up a plan for your future often times using techniques and strategies not available to individuals outside of the industry. They will hold you accountable as well as always be available to answer any questions you may have, or, be there to offer solutions to new problems as they arise. Advisors are an invaluable resource to millions of families, we only get one chance at this life and an advisor will help you make the most of it.

Each advisor will work with their clients through every step of the way, toward reaching their goals. They will meet in person, talk over the phone, and communicate through email. We feel communication is the best way to ensure our clients stay on track with their personal and financial goals. All clients will receive quarterly news letters from their advisor. These letters will review the current status of the financial market as well as what to expect from the market going forward.

There are no minimums to open an account. We do not want to limit the people we can help based on amounts. That means we don’t require new clients to have a minimum amount of money in the bank or in investments. We can explain more about how we charge and why we believe it’s the best way to do business on our first call.
Financial Advisor, Financial Analyst, Asset Management, Wills, Trusts, Pretoria, Gauteng

CURRENT PRODUCT PROVIDERS

Let’s Meet

We help our clients take deliberate actions to accomplish what’s most important

MULTIVEST FINANCIAL PLANNING

354 Braam Pretorius Street, Magalieskruin, Pretoria