Private Clients

Set your Financial Goals and Achieve your Dreams with Stringfellow

Interested in the Stringfellow funds?

WHAT IS YOUR GOAL?

Think of your goals as the foundation for your financial plan. Each financial goal should have an objective and time horizon, which can be a stepping stone toward #TheLifeYouWant.

When it comes to your financial needs, there are two basic principles.

Wealth Creation

Allow Stringfellow to assess your investments and create a structured plan to maximize your money ensuring you achieve your goals.

Whether through a unit trust or retirement annuity, we offer several independent funds as well as our own award-winning funds.

Wealth Protection

Protect what is important to you, from your income to your loved ones.

Stringfellow’s unrivalled understanding of the leading service providers’ products such as dread disease and disability cover ensures will make sure you can rest easy at night.

CRAFTING YOUR SOLUTION

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Identify your Goal

One of our qualified financial advisors will take stock of your current financial products and take time to understand your unique needs based on your lifestyle and future life goals.

Building the perfect portfolio

With an in-depth understanding of your current situation, we craft an objective solution filled with hand-picked products from the leading service providers.

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Communication

We place a lot of emphasis on client satisfaction, which is why we keep you in the loop throughout the process and implement ongoing communication and reviews at a rate that you feel comfortable with.

Ready to get started? Let us contact you

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WHY STRINGFELLOW IS THE BEST CHOICE?

Award Winning
Beyond offering independent solutions, we also boast our own award-winning Stringfellow funds, which have been recognized as the Top Performing Fund in SA
View our Accolades
Experienced
Our research committee and wealth advisors share information on markets, products, and the financial industry in a relevant and relatable manner
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Hands-on
With us no-one is ever a "number"; another reason why several families have been clients for generations. We build relationships and maintain relationships for the long haul
Meet our team
Reduced Risk
Rather than putting all of your eggs in one basket, our funds leverage off identified opportunities around the world, maximizing your growth while reducing your risk
View our Funds
Independence
Unbiased and unrestricted advice, based on a comprehensive and fair analysis of the market from a neutral stance, guided by sound investment principles
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Unique Approach
By implementing a Multi-Management approach, we are able to leverage off the best-of-breed fund managers across asset classes, sectors, and geographical locations
View our Funds

OUR ACCOLADES

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2017 – 4 STARS

The independent rating agency, Morningstar awarded us with an exceptional rating based on our outstanding risk-adjusted returns

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2014 – RAGING BULL

Awarded the top-performing fund in the South African Multi-asset Low Equity sector over a 5 year period, as at 2014

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2015 – 4 CROWNS

The international ratings agency, PlexCrown awarded us with an exceptional accolade, based on our performance, against a combination of various recognized statistical measures

Interested in the funds that received all these accolades?

 In need of excellent financial advice? Let us call you



There’s never been a better reason for you to invest.

Address

Fancourt Office Park
Northumberland Avenue & Felstead Road
North Riding

Telephone

010 007 0074

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Stringfellow Investment Specialists FSP#23376
Stringfellow Advisory Services FSP#9669

Start #TheLifeYouWant today, let us contact you!

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