Greengrass Wealth Management will help you take control of your financial future and get where you want to go with custom-crafted solutions tailored to your individual goals and requirements.

At Greengrass, we have the knowledge, the understanding and the experience to make financial decisions that will take you where you want to go.

Our job is to plan, organise, implement, guide and administer your personal financial journey. In doing so, we can help you achieve a state of mind in which you feel financially secure, safe in the knowledge that your wealth and investments are in good hands and heading in the right direction.

Because we take great pains to understand your specific financial needs and objectives, we are able to custom-design a unique investment plan to help you realise them.

The Greengrass Wealth Management value proposition encompasses nine principles:

FINANCIAL WELLBEING

Our holistic, independent, integrated expert service gives you peace of mind and a sense of being in control of your financial destiny.

Customisation

A tailor-made strategy based on your unique personal circumstances, resources
and life goals.

Empowerment

We equip you with the ability to make informed investment decisions read more, helping you to understand and evaluate the various financial products and investment funds on offer. Regular feedback and reporting keeps you informed about the progress made towards attaining your objectives.

WEALTH GROWTH

Experience your wealth growing over time through your own savings strategy and behaviour as well as a fundamentally sound investment strategy. read more Comprehensive research is done in order to ensure the highest probability of achieving your specific targeted returns within mutually agreed risk parameters. As your investments move through the up-and-down cycles of the markets, you learn to distinguish between short-term noise vs factors that can have long-term effects on your financial objectives. Enjoy peace of mind knowing that your personal wealth manager will monitor and analyse factors that could influence your planned outcome and will guide you when (and how) to make necessary changes. Through wealth accumulation, rigorous investment strategy and decisions not made based on emotion, clients see their investments grow in alignment with their stated objectives.

Risk Management

A holistic, integrated plan complemented by an independent expert advisor prevents you from making expensive mistakes in terms of product selection and financial behaviour. read moreA fundamentally sound wealth management strategy ensures that your portfolio is always aligned with the stated outcome and that risk is factored in at appropriate places.

EFFICIENCY

With a personal expert advisor on hand, decisions can be made quicker and the requisite in-depth research is done on your behalf.read more This one-stop service ensures that you don’t have to seek out a variety of products, funds and financial services, and our efficient handling of queries saves you considerable time.

Cost effectiveness

Because financial solutions are recommended based on a long-term plan, appropriate products and funds are activated from the start. This prevents unnecessary, costly switches between financial products, ensuring you get the best value for your money.

Convenience

No need to seek out an endless array of products and service providers. Our processes are simple and easy to understand. Enjoy peace of mind from knowing that someone is looking after your financial affairs read more and will inform you of any changes that need to be made along the way. We keep track of any new products and trends that will aid you in meeting your long-term plan.

Personal Relationships

Experience a personal, long-term relationship and sound advice given in the context of your dreams, life goals, family circumstances and resources. Due to read more our commitment and regular reviews, you will feel our interests and objectives are fully aligned with you achieving your goals; that someone whose expertise and judgement you trust, and who has your interests at heart, undertakes personal responsibility for managing, reviewing and administering your plan.

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