- Investments (Financial Planning and Asset Management)
- Life Insurance
- Risk Insurance (Short Term and Health)
- Tax Planning and Compliance
- Fiduciary Services: Wills Trust Formation and Administration, both locally and offshore.
Our Innovative Products
In an ongoing endeavour to provide our clients with sound investment opportunities, we constantly explore and develop innovative products in the domestic and international markets. In addition to the classical suite of Sirius investment funds, we offer:
- Managed Living Annuity - An actively managed retirement solution, providing inflation linked income with defence against market volatility.
- Managed Income Plan - Provides our clients with a highly tax efficient income solution through an endowment product.
- Sirius Secured Flexi-Fund - Outperforms Money Market while combining security with flexibility.
- Sirius Targeted Property Fund - Invests in local property in currently neglected areas offering excellent opportunity for capital growth.
- Sirius East European Property Fund - Invests in East European property with potential for significant capital growth.
Our Strategic Relationships
Sirius acts as a custodian of our clients' money, actively managing all assets invested with reputable Asset Management Houses. The investor has NO RISK OF DEFAULT through Sirius.
Sirius is contracted to or accesses all the relevant players in the financial market.
We benefit from close ties with our fund administrators, PSG Future Wealth.
Several prominent accounting and legal firms also form part of the Sirius referral network.