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Wayne Stevens

Wayne Stevens

PSG Wealth

FSP no: 728      |   FPI no: 104461  
CFP®

Wayne is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.


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Contact information

 
 
082 957 6989 / 079 897 4903
 
119 Sovereign Drive, Route 21 Corporate Park, Irene, Pretoria, 0157 24 Techno Road, Unit 2, Technopark, Stellenbosch, 7600 https://www.psg.co.za/branch-office/r21-wealth-management-irene
 
  VISIT WEBSITE

About

Wayne Stevens has been with PSG Wealth R21 as a director since 2020. He started in the wealth management industry within the private banking segment of one of the large four banks in SA advising high-net-worth individuals and corporates. He has a master`s degree in financial management from the Edinburgh Business School and is a CFP® designation holder. He specialises in the offshore investment landscape and solutions within the eco-system of HNW individuals.

Company info

PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles and offers a comprehensive wealth management service designed to meet your needs as an individual, family or business.

Wayne on Moneyweb

offshore investing, retirement planning, reader question, Japie Lubbe, investec, Indirect offshore investment, investing offshore, offshore, offshore investing, Direct offshore investment,

What’s the best way to increase my foreign investment exposure?

4 Sep 2024
Start by getting an indication of your asset allocation across your total investment portfolio, then consider the following … ...

Wayne's views

Offshore cash in a bank account: What is the risk, and can I do better?

28 Aug 2024
Investors have become more risk-averse, and in doing so are seeking a conservative option for their offshore cash. However, they might be overlooking a few aspects. ...
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