Services 2018-07-23T19:43:06+00:00

LOCAL AND OFFSHORE SHARE TRADING

Avior Wealth offers Investors the ability to trade local stocks (JSE) as well as offshore stocks on a number of exchanges around the globe from a single secure touchpoint and platform. At all times the investor would have live valuations of their portfolio and will have full insight and transparency into all profit, loss and costs associated with their investments.

Avior Wealth presents Investors with the ability to not only invest in local stocks but the ability to invest in quality global stocks as well. This opens the prospect of geographical diversification and the ability to externalise some of their wealth.

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TAX FREE SAVINGS ACCOUNTS (TFSA)

No tax on dividends or no capital gains tax on your investment.  Take advantage of this tax benefit by investing in tax-free savings accounts now through Avior Wealth. You can invest in Unit trusts or ETF’s via an Avior Wealth tax-free investment account.

The maximum contribution per tax year is R33 000 with a lifetime limited of R500 000. It is the investors’ responsibility to ensure that they do not exceed these limits across all financial service providers. A tax penalty of 40% will be imposed on any amount above the maximum limits. Withdrawals from your account may not be topped up.

All interest, dividends as well as capital gains relating to your tax-free investment will be absolutely tax free.

INVEST TAX FREE NOW

MODEL PORTFOLIOS

If you do not have the time or are just not interested in researching companies and going through the due diligence in selecting companies to invest in, why not leave it to the professionals at Avior Wealth to do all the work for you and manage the portfolio on your behalf.

Based on your risk profile and apetite, you have the option to invest in one of three model portfolios which the professionals at Avior Wealth would then manage on your behalf. You would have full transparency on your holdings, valuations, profit and loss as well as fees charged.

Benefit for you is that while you have more time to focus on the things you enjoy in life, the investment professionals at Avior Wealth have created an equity based portfolio that is diversified and exposed to quality companies. The portfolios provide the investor diversified exposure to the largest companies by market cap in the South African Equity market at a low cost.

The portfolios are rebalanced on a quarterly basis to align to the mandate portfolio and to reduce churn and incur minimal trading costs. Low fees = more capital gain!

If this is for you, get in contact now and one of our professionals will get in touch and start the process of selecting the portfolio for you and soon you will be able to sit back, relax and let the professional manage your personal portfolio for you.

Minimum investment is R250 000 for all model portfolios.

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BESPOKE PORTFOLIO MANAGEMENT

If you do not have the time or are just not interested in researching companies and groing through the due diligence in selecting individual companies to invest in, why not leave it to the professionals at Avior Wealth to do all the work for your and create and manage the individual portfolios on your behalf.

Based on your risk portfolio and apetite, personality, ambitions and future goals, investment professionals at Avior Wealth would then create and manage a specific portfolio for you. You would have full transparency on your holdings, valuations, profit and loss as well as fees charged.

The benefit for you is that while your have more time to focus on the things you enjoy in life, an investment professional at Avior Wealth will carry out the required detailed research in order to create a portfolio which achieves your investment goals and objectives while aligning to your risk profile and apetite. Avior Wealth is able to leverage off a large award winning research team which covers around 100 South African shares across 22 sectors. This gives the Investment manager a significant advantage in selecting shares for your portfolio.

If this is what you are looking for, get in contact now and one of our professionals will get in touch to discuss your future share portfolio and get you started on the road to achieving your future wealth objectives.

Minimum investment for bespoke portfolios is R250 000.

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