Why use a wealth manager

Financial information is available absolutely everywhere. Every financial services institution – from banks, to asset managers, insurers, economic research companies and government institutions like the Savings Institute – produce details about products, investing, saving, risk planning, everything finances related.

Many people are overwhelmed by the information. Others feel misinformed, despite the information overload. What is the best way to manage your personal finances?

Here is a visual breakdown of the benefits of investing on your own, using robo advice or getting a wealth manager.

By comparing these three channels of investing, you'll be able to see for yourself which method suits you more. 

If you want to consult an advisor about your financial plan, view details of our team and our service offering here: www.bwm.co.za.

Do not miss the Brenthurst Wealth investment seminars, to be presented in June in Stellenbosch, Cape Town and Pretoria. Speakers Magnus Heystek, Mike Schussler and Glyn Owen will review the current market situation and provide their insights about what investors should consider for the months ahead.

Bookings here: Brenthurst Seminars. Hosted in association with Rapport and Momentum. Note that presentations will be mostly in Afrikaans.

This post is sponsored by Brenthurst Wealth Management produced by BrandStudio24 for Fin24.