Our clients, from one generation to the next, have entrusted us with their financial planning requirements, and have reaped the benefits of our professional experience, proven performance, and diligent, inperson approach to doing business.
Experience, expertise and an information-driven approach
Our approach to effective investment is built on a solid understanding of our clients’ needs, aspirations, and expectations, because we understand that no two financial journeys are the same. We make use of numerous investment and financial management models which can be applied to best suit the unique requirements and financial objectives of each individual.
Our approach to effective investment is built on a solid understanding of our clients’ needs, aspirations, and expectations, because we understand that no two financial journeys are the same. We make use of numerous investment and financial management models which can be applied to best suit the unique requirements and financial objectives of each individual.
Accurate and consistent performance analysis, combined with a disciplined focus on the fundamental drivers of investment growth, make for a combination of ever growing opportunity and well-regulated stability.
01 Design
02 Objective
03 Evaluation
04 Maintenance
Regular performance measurement and monitoring provides insights into the way in which the portfolio is responding under prevailing market conditions, and that expected returns are being generated.
Integrity informs everything we do
Our valued clients know that our reputation has been built on performance, not promises.
Realistic long-term wealth management does not happen by accident: it is built on a sound understanding of each client’s needs, a consultative approach, and factors influenced by advances in lifestyle, preference, and financial standing.
Talk to us today, to find out more about The Wealth Foundation, and how we can assist you in preserving and growing your wealth. Call us on (011) 879 7200 or Email us.
Our Specialist Team
Steven Kantor
“The adage of ‘time creates wealth’ really applies here,” says Steven. “Compounded growth, combined with careful oversight, is the surest way to approach wealth management.”
For more than 20 years, Steven Kantor has provided informed investment advice to a wide range of clients who have reaped the benefits of his solid expertise and proven experience. “When we work with our clients, our objective is to take a holistic view,” says Steven. “We’re mindful of the need to identify each individual’s personal values, needs and goals, so that we can structure a financial plan tailored to those goals.” Steven’s advice to his investment clients is simple: be consistent, be willing to play the long game, and wherever possible, commit to investing for a period of at least 3-5 years – or preferably, longer. With vast experience in risk management, and the distinction of having been awarded Gold and Platinum status within the Discovery Group, Steven is well positioned to assist his clients with extraordinarily effective investment strategies.
Hilton Wiskin
“My clients are not numbers, they’re individuals,” says Hilton. “My job is to ensure that they are given the very best options to preserve and grow their wealth.”
Over the past 19 years, Hilton Wiskin has provided top-tier financial planning services to clients from every walk of life. Along the way, he has achieved an NQF Level 5 qualification, in addition to prestigious Gold and Platinum classification within the Discovery Group, and Gold status as a financial advisor with the Liberty Group. “There are no secrets to wealth creation,” says Hilton. “The age-old advice of saving, evaluating financial priorities, and consistently adding to your investment capital still stands today. As humans, we’re often inclined to be impulsive by nature, and planning ahead for genuine wealth creation can be a lot easier when you have someone knowledgeable to provide good advice, strategy, and assistance.” Hilton takes a disciplined and considered approach to financial management, an approach that has proven to be extraordinarily successful.
Dean Murinik
“Trust is earned,” says Dean. “For me, that’s always been about consistency and delivering on my commitments. My clients know it, and because of that, they have peace of mind.”
Dean Murinik is a veteran within the financial services industry, having diligently devoted 28 years to providing high level investment advisory services to clients across a broad spectrum. Dean has forged a career as a respected intermediary, the recipient of prestigious achievement awards from both Liberty Life and the Discovery Group. “There is a lot of ‘cookiecutter’ investment advice out there,” says Dean. “But my approach has always been intensely personalised. I prefer to take the time to understand exactly what drives my clients, and how their experiences and beliefs inform their investment decisions. In doing so, I can design and implement investment strategies that are sustainable and suited to their needs.” It is this approach that has led to Dean’s long-term success and stellar track record – and to numerous commendations.
Disclosure
Disclosure Documents
Pogir The Wealth Foundation Brokers (Pty) Ltd is a licensed financial services provider (FSP51751)