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South Africa
PO Box 36
South Africa
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Tel: 011 274-6170
Suze Orman, the world famous financial guru, calls ETFs "the unit trusts of the 21st Century". She endorses ETFs as the best investment tool for all investors, big and small, to build up their wealth and help establish financial independence over their lifetime.

Exchange Traded Funds are JSE listed securities that track indices on local and global equity markets, bonds, property shares, preference shares, commodities, currencies and bespoke (smart beta) indices. They can be used singularly, or in combination, to construct portfolios for investment requirements. is South Africa's only specialised financial company that focuses on using ETFs in providing access to financial products for all sectors of the South African population. It offers:
  • Discretionary investment programmes - from R300 per month or R1000 lump sums.
  • Tax Free Investment Accounts - from R1000 in debit orders or lump sums.
  • Retirement Annuity Funds - from R300 per month.
  • Living Annuities - for after retirement.
  • Bespoke investment portfolios - for local or global investments from R1 million upwards.

Strategic Personnel
Name Designation
Nerina Visser Director
Mike Brown Managing Director
Financial Services
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