Our Clients
Every client has different needs and aspirations, and we offer personalised advice on financial matters, including financial and investment planning that sits within our client’s professional tax advice framework.
Our clients range from individuals to families and businesses and span all age and wealth ranges. From just starting out to established, sophisticated investors we partner with our clients to ensure that they achieve their individual investment goals and objectives
Investment Approach
Our investment approach is built on ensuring that our clients understand their investments and the risks associated with every component of their portfolio when setting off on their wealth journey. We provide complete transparency and insight into the underlying investments that make up a client’s solution and ensure that their journey ends at the destination it was meant to.
Navigating Change
WHY ANCHOR
Anchor is an entrepreneurial wealth and asset management business with an international footprint serving over 15,000 clients with R130bn of assets under management. Anchor’s absolute focus is on the two most important parts of our business: You the client and making you money.
Offering for Individuals
SOUTH AFRICAN INVESTMENTS
- Retirement Annuity, Pension Fund, Provident Fund and Associated Investments
- Managed Share Portfolios
- Tax Friendly High Yield Investment Solutions
- Holistic Wealth Management and Estate Planning Advice
- Yield Enhanced Products
- Structured Product Advice
- Life policies and Medical Aid
GLOBAL INVESTMENTS
- End to End Forex Solutions at Best Rates (including single discretionary allowance, lifetime investment allowance and asset swaps)
- Managed Share Portfolios
- Access to the World’s Best Investment Products and Platforms
- Global Estate Structuring Solutions
Offering for Corporates
- Outsourced Treasury Function
- Cash Investment and Yield Enhancement
- Best Priced Corporate Forex Solutions
- Holistic Wealth Management and Estate Planning Advice
- Group Risk Policies – Buy and sell agreements
- Group Pension Fund Investments
- Group Medical Aid Schemes
For more information please chat with the BRF & Co. team