ABOUT PRIME INVEST GROUP
A trusted investment adviser and partner
Prime Invest Group is a specialist wealth & investment adviser with strategic Asset Management partnerships that combine the benefits of worldwide reach with local service and relationships.
Prime Invest Group is a juristic representative of Opian Financial Services (Pty) Ltd (FSP No. 50974).
Our specialised solutions
Understanding the products our clients invest in is key to their success. On their behalf, we carefully analyse the risk-reward plane when recommending or designing tailor-made solutions for our clients, finding the appropriate investment metrics and parameters to meet investment goals.
OUR SERVICES
OUR SERVICES
Prime Invest Group secures, develops and manages relationships with high-net-worth individuals, their families, family offices and select foundations and endowments.
As Wealth Advisers and Investment Professionals we coordinate the resources of the firm to:
- Help clients develop wealth and investment strategies to match their goals and risk tolerance levels
- Identify investment opportunities to help clients reach their objectives
- Leverage our robust execution capabilities and provide attentive client service
- Introduce clients, where appropriate, to the broader network and resources of Prime Invest Group.
Products and services
Investment and retirement planning
Tax and estate
planning
Family wealth
continuity planning
Investment
products
Passively
managed funds
Offshore
funds
Retirement
products
Pension and provident Preservation funds
INVESTMENT ADVISER
investment advisory service
Prime Invest Group has specialist investment advisory capability with the ability to leverage strategic asset management partnerships, that connects Private and Institutional clients with investment opportunities across different asset classes and markets. Clients enjoy significant financial benefits through well-managed fee structures and our highly professional pool of resources, which has a significant impact on the underlying investment profitability.
Investment Portfolios
At Prime Invest Group, we are committed to providing you with the best judicious advice at all times that is most appropriate to your identified needs and objectives.
Asset Allocation
At Prime Invest Group, we believe consistent and diversified asset allocation decisions across the global spectrum of investment opportunities are the key to long-term success.
Flexibility
At Prime Invest Group, we have access to a wide range of investment products including equities, fixed income, property, hedge funds and private equity, and remain flexible to allocate strategically depending on market conditions.
MANAGED PORTFOLIO FUNDS
Managed portfolios
PRIME MANAGED PORTFOLIO (REGULATION 28 COMPLIANT)
Risk
Moderate
Fund Objective
The objective of the portfolio is to provide investors with long term capital growth.
Investment Strategy
The portfolio aims to generate a return of CPI + 3% per annum over any rolling 5 year period and is aimed at a medium risk investor as it is limited to 70% in equities. The portfolio adheres to the guidelines set by Regulation 28.
PRIME FLEXIBLE PORTFOLIO
Risk
High
Fund Objective
The objective of the portfolio is to provide investors with long term capital growth.
Investment Strategy
The portfolio aims to generate a return of CPI + 6% per annum over any rolling 5 year period and is aimed at a high risk investor. The portfolio is fully flexible.
INSTITUTIONAL FUND ADVISORY
INSTITUTIONAL FUND ADVISORY
At Prime Invest Group, we are cognizant of the fact that your employees are very important to the sustainability and longevity of your business. A retirement plan represents your employees’ future, with plans in place that genuinely help them towards securing their future, then trust is secured between employer and employee. We have formulated solutions that will cater to your business well-being that is non-ambiguous and hassle-free. Our cost-effective service is tax-savvy, transparent, flexible, and we provide regular reporting on the investment(s).
Retirement Annuity fund
01
Each individual employer applies to become a member of a Retirement Annuity Fund. Once a member of the fund, the employee and the employer decide on how much they will contribute to the fund on a monthly basis. These funds are received on a group basis from the employer.
02
Members choose their own investment portfolios from a pre-approved list of funds and receive quarterly statements directly from the fund.
03
The employer deducts the member’s contribution from their salaries and pays this contribution via EFT to the Retirement Annuity’s bank account on a monthly basis.
Preservation pension/provident plans / Living Annuity Plan
01
These plans assist in preserving your savings as well as allowing your retirement savings to continue to grow, once you have left an employer’s pension and / or provident fund.
02
All growth (Capital and Income) within this investment is completely tax free. Flexible investment choices – members preserve and grow their retirement benefits already accumulated.
03
Our post-retirement savings and income solution will help grow your retirement savings whilst providing you with a regular income.
ADMINISTRATION SERVICES
ADMINISTRATION SERVICES
Through the Prime Invest Group, we provide a comprehensive administration service to our clients. We also assist with the creation of various bespoke product solutions for clients, through umbrella funds, obtainable via our partners.
CONTACT PRIME INVEST GROUP
CONTACT US FOR MORE INFORMATION
Prime Invest Group is an authorised Juristic Representative of Opian Financial Services (Pty) Ltd (FSP No. 50974) which is authorised as a financial services provider by the Financial Sector Conduct Authority.
