The Personal Touch
Personal Trust is a client-focused Trust and Investment Management business providing financial advice and personalised financial solutions to clients planning for, or already in, their retirement years as well as to their families.
Our Personal Approach
The ongoing success of Personal Trust can be attributed to our unique business philosophy: we provide our clients with personal attention and tailor made portfolios; we specialise in the management of retirement capital; we endeavour to provide inflation-beating returns with moderate levels of risk and treat as a top priority our clients' and their families financial wellbeing.
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Passion. Reputation. Distinction. Inherent qualities that have given us our competitive advantage.
Maintaining our long-term client relationships is important. But keeping ahead of the market trends is vital.
Our independence is key. It ensures the impartiality and integrity of the advice we give our clients.
John le Roux
A caring working environment is key to stimulating loyalty, efficiency and enthusiasm in every member of our company.