We foster long term financial growth for our clients through smart and safe investments.
Benefits & Features
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- Share portfolio (offshore and local)
- Retirement planning
- Already retired or retiring soon and need advice on investing / managing your pension
- Financial planning
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- Saving for your children’s education
- Tax planning
- Succession planning with regard to trusts
- Investment in unit trusts, retirement annuities, living annuities
Fully equipped & certified professionals on your side
We are extremely proud to have certified financial professionals in our firm. They are fully equipped to look at a client’s total portfolio and advise on the necessary adjustments to ensure long term and sustainable growth in wealth for the client.
Our philosophy is to stick to quality investments that will deliver a return over the long run and ensure that risk is managed at an acceptable level.
Meet Guillaume, your investment partner
Our investment team is led by Guillaume Oberholzer (CV). Guillaume is a CFP®. From November 2020, we entered into a co-operation agreement with Miton Optimal, led by Roeloff Horne, and created a joint investment committee.
Miton Optimal was found in 2004 and has since become an established name in the fund management industry. The committee is responsible for more than R 1.3 billion in investments and assures them that all our clients’ investments are managed uniformly.
Contact
| Guillaume Oberholzer | 028 514 1102 | g@bvsa.co.za |
| Marike de Wet | 028 514 1102 | marikedw@bvsa.co.za |
| Ferdi Jacobs | 021 914 9604 | ferdi@bvsa.co.za |
| Gert Kalis | 021 914 9604 | gert@bvsa.co.za |
| Louis Jonker | 022 482 3838 | louisj@bvsa.co.za |
| Braam Isaacs | 022 482 3838 | braami@bvsa.co.za |
| Llewelyn Lloyd | 022 482 3838 | ll@bvsa.co.za |
| John du Toit | 028 514 1102 | johnd@bvsa.co.za |