DHA Financial Services
DHA Financial Services

Investments

We will establish and manage your portfolios and invest them across funds and investment vehicles that are managed by leading asset managers in the industry. We are constantly researching the industry to determine who these asset managers are.

For individuals

  • Tax efficient pre-retirement and post-retirement investments.
  • Post-retirement investment and lifestyle management.
  • Investing for specific needs and goals.
  • Planning for school and study expenses.
  • Analysing existing investment portfolios and restructuring to suit the client’s needs.
  • Structuring of personal investments and trust assets for tax effectiveness.

For businesses

  • Planning for the sale of a member/partner/shareholder’s interest.
  • Investment of surplus cash of the business.
  • Group retirement schemes for employees.

We are authorised, accredited and /or contracted to the following investment companies:
AIMS, Allan Gray, Discovery Life, Investec, Intervest, Liberty, Marriot, Metropolitan Life, Momentum, Nedgroup Investments, Odyssey, Old Mutual, PSG, RMB, Sasfin, Santam and Stanlib.