Simonis Storm Services:
Wealth Management
Your Requirements and Goals
Portfolio Management
The SS Portfolio Management style is dominated by investment in blue-chip shares, which have steady rates of return. They also tend not to be volatile, which mitigates risk. The journey isn’t always smooth, especially when there’s an economic downturn, but these companies turn a profit over time, which is why we emphasise long-term investing.
Simonis Storm clients have access to an online trading system, via agreements with leading regional and international stockbrokers, which offers you the option to manage your own portfolio and buy/sell shares listed on the NSX, the JSE and global stock exchanges.
Estate Planning
Inter-generational wealth is only possible with a well-structured estate plan in place. But, regardless of your financial position, estate planning also helps you to preserve wealth during your lifetime.
Although it can be both difficult and emotional to address, estate planning brings with it the most wonderful sense of emotional and financial security.
Retirement Planning
A comfortable and easy retirement evades only those who fail to plan. Your retirement dreams – whatever they might be – can be realised in the future, provided that you understand now what’s required to fulfil them.
At Simonis Storm we help set the course and regularly review your progress.
Investment Planning
The most appropriate strategies for your investment planning depend on your personal investment profile. These are just some of the questions the Simonis Storm team will ask you:
- What is your investment timeframe?
- How comfortable are you with risk?
- What has your investment experience been so far?
- How much would you like to invest?
- What are your specific objectives?
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Other Simonis Storm Services
Our Clients
Business Owners
As entrepreneurs, you’ve dedicated countless hours and resources to create something truly remarkable. Now, as you look toward the future, it’s essential to ensure that your personal and business finances are aligned to support your goals and aspirations. our mission is to provide you with the tools, resources, and support your need to thrive in today’s competitive landscape.
Retirees
Retirement presents a wonderful opportunity to explore new avenues, pursue interests, and savor the rewards of your hard work. We recognize the significance of optimizing your retirement years, and we’re dedicated to assisting you in confidently navigating this next phase with assurance and tranquility.
Established Professionals
As a distinguished leader in your respective field, you’ve spent years honing your expertise and building a legacy of success. We understand that your financial needs are as unique and dynamic as your professional journey. That’s why we’re here to provide you with personalized financial solutions tailored to support your aspirations and secure your financial future.
Professionals
Congratulations on beginning your professional journey and embarking on the path to building a successful career. As you navigate the dynamic opportunities and challenges of being a young professional, it’s crucial to establish a solid foundation for a secure financial future. We’re dedicated to equipping you with the knowledge, resources, and guidance necessary to reach your financial objectives and realize your full potential.