YOUR PLAN. OUR PURPOSE.
When it comes to financial planning, we don't believe in copy and paste.
First, we understand you, your needs, your dreams, your everything – then we help you grow your wealth.
When it comes to financial planning, we don't believe in copy and paste.
First, we understand you, your needs, your dreams, your everything – then we help you grow your wealth.
When it comes to financial planning, we don't believe in copy and paste.
First, we understand you, your needs, your dreams, your everything – then we help you grow your wealth.
Investment planning.
Since 1996, we’ve provided our clients with independent, unbiased advice. It’s all about matching the product to the individual’s specific needs, rather than the individual to a product that isn’t right for them.
Investment planning.
Since 1996, we’ve provided our clients with independent, unbiased advice. It’s all about matching the product to the individual’s specific needs, rather than the individual to a product that isn’t right for them.
Investment planning.
Since 1996, we’ve provided our clients with independent, unbiased advice. It’s all about matching the product to the individual’s specific needs, rather than the individual to a product that isn’t right for them.
Holistic views.
When we say that we want to get to know you, we mean it. It’s only when we have a well-rounded view of your life that we can give you advice that isn’t just great, because great isn’t good enough.
Holistic views.
When we say that we want to get to know you, we mean it. It’s only when we have a well-rounded view of your life that we can give you advice that isn’t just great, because great isn’t good enough.
Holistic views.
When we say that we want to get to know you, we mean it. It’s only when we have a well-rounded view of your life that we can give you advice that isn’t just great, because great isn’t good enough.
Long & short-term.
Planning isn’t something you do once and then close the book. As you, your needs, and the world around you changes; we look for new ways to unlock your potential and create the future you’ve dreamt of – and more.
Long & short-term.
Planning isn’t something you do once and then close the book. As you, your needs, and the world around you changes; we look for new ways to unlock your potential and create the future you’ve dreamt of – and more.
Long & short-term.
Planning isn’t something you do once and then close the book. As you, your needs, and the world around you changes; we look for new ways to unlock your potential and create the future you’ve dreamt of – and more.
Experienced proffesionals
6 financial advisors,
3 administrative assistants,
5 money market administrators.
13 Billion
Assets under management and administration as of 31 December 2024.
Strategic Partnerships
Portfolio Bureau Investments
Legacy Nominees (Money Market)
Anchor Capital (Asset Management)
MGI Bass Gordon (Accountants)
Based around the world
South africa, UK, France, Canada, Israel, Australia,
USA, Portugal, Italy, Guernsey.
1996
The company was founded in 1996.
100+ Years
Of collective experience among the directors.
Services we offer.
Services we offer.
Tel: +27 21 419 2277
Fax: +27 21 421 7278
Email: [email protected]
© Portfolio Bureau (Pty) Ltd. is an Authorised Financial Services Provider
Tel: +27 21 419 2277
Fax: +27 21 421 7278
Email: [email protected]
© Portfolio Bureau (Pty) Ltd. is an Authorised Financial Services Provider
Tel: +27 21 419 2277
Fax: +27 21 421 7278
Email: [email protected]
© Portfolio Bureau (Pty) Ltd. is an Authorised Financial Services Provider