ABOUT

To be independent, is to be free from outside control; not subject to another’s authority. The independent is loyal to their clients, not their superiors. The independent fights for profits and returns, earning every inch of trust placed in their hands. The independent is unapologetically transparent, and doesn’t think ‘where’s my money right now?’ is a tough question to answer. The independent performs, come rain or shine, because their livelihood depends on it. The independent is a breed of financial advisor unlike any other: bold, nimble, innovative and observant. It’s powering the way people will invest in the future. Independent, innovative investing, powered by Wealthport.

INDEPENDENT

To be independent, is to be free from outside control; not subject to another’s authority. Our loyalty lies with our clients instead of asset managers, allowing Wealthport to bring your clients the best products, across all providers.

INNOVATIVE

Not everyone can break with tired traditions and affect change that shakes up an industry. But we can. And we have. Innovative products, flexible and scalable business models and collaboration with big names in the industry have made Wealthport a force to be reckoned with.

INVESTMENTS

Investment administration is what we do – and we do it well. Wealthport offers your client a unique combination of unit trusts, ETF’s, structured products, guaranteed products and direct offshore investing – all on one platform.

INDEPENDENT, INNOVATIVE, INVESTMENTS - THE POWER OF

SRP AWARDS

Wealthport gives you access to the best LISP platform in Africa. This allows you to make the best decisions for your clients.
Best LISP Platform 2017
Best Tech Platform 2017
Best LISP Platform 2018
Best Tech Platform 2018

PRODUCTS

Wealthport is continuously developing innovative products by partnering with various market leaders, allowing you to offer cutting-edge product solutions to your client.

DISCRETIONARY INVESTMENTS

TAX-FREE SAVINGS ACCOUNT

ENDOWMENTS

DISCRETIONARY STRUCTURED INVESTMENT

RETIREMENT ANNUITY

PRESERVATION FUNDS

MARKET LINKED LIVING ANNUITY

PRODUCT SHOWCASE

TWIN FIXED RETURN AND
GROWTH PROTECTOR

Many investors would like to diversify their investment portfolios to benefit from the growth potential of global stock markets, especially after the recent market corrections, but do not want the risk of zero returns or worse yet, losing any of their capital. The Twin Fixed Return and Growth Protector offers you attractive fixed returns, intra term liquidity and geared exposure to global developed equity markets (with some exposure to the ZAR/USD exchange rate on any growth at maturity), all in one single fully capital-protected South African rand (ZAR) investment.

GLOBAL DEFINED RETURNS
RETIREMENT PROTECTOR

Wealthport is proud to present, in partnership with ABSA & 1Life, the first structured product available for purchase within a Living Annuity. The Global Defined Returns Retirement Protector offers you attractive fixed returns, and at the same time the benefit of geared exposure to any positive growth of global stock markets, all in one single fully capital-protected South African rand (ZAR) investment. In addition, it also offers some exposure to the ZAR/US Dollar exchange rate on any growth at maturity. The Investment is available exclusively in a Wealthport Market Linked Living Annuity policy.

contact

Wealthport is an award-winning investment platform, providing the ultimate client experience. Contact us to find out more.