St James Financial Planners (Pty) Ltd, Knysna is an independent financial planner based in Knysna in the Garden Route. Our client base is primarily local but we also have numerous clients in both Gauteng and Cape Town.
We have a long term track record of over 23 years as asset managers to both private individuals and companies for both Voluntary and Discretionary funds. Pension and Preservation fund management is also provided for.
We consider ourselves to be specialist asset allocation managers, with absolute clarity in the risks we take by providing a full spectrum of solutions for Income, Growth and Retirement for both regular premium and lump sum clients.
We use Local and Off Shore Unit Trusts and share portfolios for this exercise.
By remaining a small company we are fully focused on each individual client and strive to remain a ‘personal’ and one-on-one service provider. We maintain regular face to face contact with our clients and maintain a very relaxed open door policy whereby local clients are free to drop in at anytime for portfolio updates or a cup of coffee.
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