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COMPANY OVERVIEW

PSG is a premier independent financial services company that offers a unique, value-oriented approach to financial planning. Founded on principles of integrity, trust, and transparency, we prioritize personal service and build lifelong relationships with our clients. Our goal is to create and preserve wealth, positively impacting the lives of all stakeholders. With 241 business entities, 182 offices, and over 772 staff members, we provide comprehensive services, including financial planning, investments, and insurance. Our vision is to be the leading financial services group in Southern Africa and beyond.

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COMPANY OVERVIEW

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  1. COMPANY OVERVIEW

  2. PSG PSG is a leading independent financial services company which offers a unique value orientated approach to clients’ financial planning requirements. Our business is founded on the fundamental principles of integrity, trust and transparency. We place a strong emphasis on personal service and building lifelong relationships with our clients.

  3. Goal To make a difference in the lives ofall our stakeholders by creating and preserving wealth through excellence.

  4. Business Structure PSG Group 62.88% Other 37.12% (1756 Shareholders) PSG Wealth 100% PSG Asset Management 100% PSG Insure 100% Distribution & Marketing * 100% SUPPORT *Includes PSG Employee Benefits

  5. Our Footprint We are the largest independent intermediary in South Africa… • 241 Business Entities • 182 Offices • 772 Staff • 597 Advisors

  6. Services • Financial Planning • Investments • Stockbroking • Short-term Insurance • Estate and Trust Advisory Services • Employee Benefits • Healthcare

  7. Achievements Multiple Raging Bull awards Morningstar award SA Stockbroker of Year 2011, 2012 & 2013 National broker of the year 2011 & 2012 Wealth Manager of the year 2012

  8. Vision To be the leading independent financial services group in Southern Africa and selected regions abroad.

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