Investments 2018-09-17T20:50:29+00:00

DHA Investment Services

Investment Services in Port Elizabeth

We will establish and manage your portfolios and invest them across funds and investment vehicles that are managed by leading asset managers in the industry. We are constantly researching the industry to determine who these asset managers are.

For individuals

  • Tax efficient pre-retirement and post-retirement investments.
  • Post-retirement investment and lifestyle management.
  • Investing for specific needs and goals.
  • Planning for school and study expenses.
  • Analysing existing investment portfolios and restructuring to suit the client’s needs.
  • Structuring of personal investments and trust assets for tax effectiveness.

For businesses

  • Planning for the sale of a member/partner/shareholder’s interest.
  • Investment of surplus cash of the business.
  • Group retirement schemes for employees.

We are licensed and accredited by the Financial Services Board (FSB) of South Africa and have access all the FSB approved investment products and platforms to give our clients the best options available.