PSG Konsult Limited 73,2%
CEO: Willem Theron
PSG Konsult offers a personal, professional and holistic approach to financial planning. It is recognised as one of South Africa’s largest independent financial planning companies with more than 120 000 clients.
Key figures
| Year ended February | 2009 | 2008 | 2007 |
| Turnover (Rm) | 756 | 726 | 541 |
| Headline earnings (Rm) | 96,8 | 87,1 | 55,8 |
| Short-term premiums on annualised basis (Rm) | 1 400 | 970 | 802 |
| Funds under management and administration (Rbn) | 43,6 | 52,7 | 42,8 |
| Number of offices | 197 | 189 | 179 |
| Number of advisors | 506 | 491 | 433 |
Services offered to clients include:
- Advice in respect of asset management, asset allocation, investments and other investment instruments.
- Managing of foreign investments and financial transactions.
- Advice on long-term insurance such as retirement annuities, endowment policies and life insurance.
- Managing of share transactions and discretionary portfolios unique to an individual client.
- Guidance in respect of medical funds and insurance.
- Advice on short-term insurance for personal assets (eg motor vehicles and household contents) and business assets (office equipment, machinery, buildings, etc) at the insurance company of your choice.
- Estate planning: to structure a client's financial matters in respect of his will, property, trusts, insurance, income and estate duty.
- Retirement planning in respect of a client's retirement income which will maintain his lifestyle and capital needs.
- Advice on employee benefits and related matters.
- Advice on pension and provident funds.
- PSG Konsult Academy in association with the University of Stellenbosch to training financial planners
The company shares are not listed and trade over the counter. On 30 April 2009 that share price was R1,20 with a market capitalisation of R880 million.
For more information refer to www.psgkonsult.co.za.