We are committed to add value to our clients’ lives by delivering superior investment services. We continually challenge conventional wisdom and encourage change in order to pursue growth. We are committed to putting our clients at the heart of our business, developing and maintaining long term relationships based on trust. We are committed to deliver the complete range of our capabilities, knowledge and resources to meet the needs of our clients.
Evaluate and compile portfolios from more than 2000 regulated Multi-Asset funds in RSA and Namibia.
Direct access to and regular feedback from Fund Managers of funds utilized in portfolios.
Continuous collection and application of research information provided by Investment Industry.
Continuous Monitoring of performance of portfolios against ASISA benchmarks and inflation rate.
Active Management of portfolios.
“The first rule is not to lose money. The second rule is not to forget the first rule.”
Warren Buffet
Our clients’ INTEREST is FIRST priority.
We think and plan LONG TERM.
We focus on TOP PERFORMANCE over meaningful periods.
We cultivate QUALITY RELATIONSHIPS with our customers
We do not compromise on ETHICS.
Stafan Saayman
Managing Director
Partner and Investment Specialist
Stefan is a teacher/trainer by profession. He has vast experience in training, personal development, business management and business governance.
Stefan joined Platinum Investments in 2021. His data analysis and general business background contribute to investment portfolio design.
Stefan’s academic background: B.Sc., PGTD, B.Ed Honnours, M.Phil (Personal Development) and a certificate in Investment Management.
Stefan’s knowledge regarding personal development adds specialized value to clients’ wellbeing.
Pierre Mostert
Managing Director
Senior Partner and Investment Specialist
Pierre is one of the founding members of our brokerage Platinum Financial Solutions CC which was established during 2008. Since then the investment sector of the brokerage operates under the leadership and expertise of Pierre.
Pierre started his career in the insurance and investment industry in 1984 and he has vast experience in the industry.
Pierre holds a B. Iuris degree from the University of Pretoria (1973) and is a qualified lawyer by profession.
Pierre has been specializing in financial planning and investment management for clients since 1995, receiving numerous awards over the years. He was awarded the Sanlam Wealth Broker of the Year award in 2022.
Esmarie
de Jager
Office Administrator
Esmarie has been employed by Platinum Financial Solutions (Investments) since 2012. She is responsible for the entire administration and office support of the Investment team.
Esmarie has advanced knowledge and skills in the industry.
Efficient and effective service delivery for clients is her specialty.
– Investment Managment
– Retirement Planning
– Retirement provision (including annuities)
– Estate Planning
– Wealth Creation
Reach out to us today