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BUSINESS NEWS - Invest in your future with a personalised share portfolio (PSP) from Momentum Securities. Are you looking for a way to take control of your financial future while benefiting from professional investment management? Look no further!
Momentum Securities offers you the opportunity to own a Personalised Share Portfolio (PSP), a unique investment solution that combines the advantages of direct ownership in listed companies with the expertise of professional management.
Why choose a personalised share portfolio?
Owning a PSP is like having your own personalised collective investment scheme. Instead of owning units in a fund, you have direct ownership in listed companies. This means you can tailor your investments to match your individual risk profile and market views. Here are some key benefits:
Professional management
Momentum Securities provides expert management of your portfolio, helping you choose suitable listed securities and determining the best times to invest.
Customisable involvement
Whether you prefer a hands-on approach or want to leave the management to professionals, you can choose your level of involvement. Opt for a discretionary portfolio for full management or an advisory portfolio for guided decision-making.
Diverse investment options
Invest in both South African and internationally listed shares and bonds, creating a well-diversified portfolio that aligns with your financial goals.
Who should invest?
A PSP is ideal for investors who want to actively participate in the management and selection of their investment portfolio. It offers more opportunities for a personalised investment solution and should be part of a well-diversified investment strategy. Regular reviews with your financial adviser ensure that your portfolio remains aligned with your financial needs.
Flexible and convenient
Momentum Securities makes it easy to adjust your investment as your needs change. You can combine your PSP with other investment components on the Momentum platform and move your investments seamlessly. Our consolidated reporting keeps you up-to-date with the value of your securities, and our online tools provide real-time access to your investment information.
Tax and estate planning benefits
Investing in a PSP through Momentum Securities also offers significant tax and estate planning advantages. Depending on your chosen investment product, you can benefit from tax deductions, avoid estate duty, and save on executor fees.
Act Now – secure your financial future today!
Don't miss out on the opportunity to take control of your financial future with a Personalised Share Portfolio from Momentum Securities. Contact Hein Slabbert At 061 580 3673 today to conduct a financial needs analysis and determine if a PSP is the right investment for you. Together, you can meet with a Momentum Securities Portfolio Manager to discuss your investment strategy and level of participation.
Invest wisely, invest with Momentum Securities. Your future self will thank you!
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