Why St James Global Financial Planners (Pty) Ltd?

An experience independent investment brokerage that is not aligned to any one fund manager or asset management platform thus always ensuring transparency, neutrality and extracting value for clients

  • We have the flexibility to exit from markets totally at short notice
  • Liquidity: – we deal in a market where Unit Trust Management Companies are obliged to buy back unit trusts should you wish to sell; therefore funds are available at short notice.
  • We deploy a vigilant approach to deployment of assets that follows client’s investment plans and lifestyle requirements.
  • Low costs structures on underlying funds – the size of our investment book ensures cheaper
    access to underlying funds and platform costs.
  • Our processes identify administration investment opportunities to build a portfolio of liquid, award winning and well managed unit trust funds considering the current and economic environments.
  • An investment involves risk. The value of investments and the income from them can go down as well as up and investments may not get back the amount originally invested.