WHY CHOOSE US
OUR FINANCIAL ADVISORS
Phil Grizic
Chief Executive Officer
Postgraduate Diploma in Financial Planning (cum laude)
Advanced Postgraduate Diploma in Financial Planning (cum laude)
CERTIFIED FINANCIAL PLANNER®
An accountant by training, Phil completed his articles and board exams with Deloitte. After 25 years in various accounting and managerial positions, he entered the financial services industry. In 2007 he completed his Postgraduate Diploma in Financial Planning (cum laude) and received the top student award. Phil obtained his CFP® certification in 2008. In 2010 he completed his Advanced Postgraduate Diploma in Financial Planning (cum laude), achieving the top student award, specializing in Personal Risk Management and Estate Planning and Trust Administration. He joined Sirius in 2010 using his experience in business combined with his knowledge in financial planning to grow the business. Phil is responsible for the strategic and financial operation of the Company and oversees the management of the Sirius suite of funds.
Contact Phil on phil@siriusgroup.org
Chantal Redding
Managing Director
B Com.
CERTIFIED FINANCIAL PLANNER®
After completing her BCom degree from the University of Natal in 1994, Chantal began her financial services career as a financial advisor in 1995. She went on to obtain her CFP® certification in 1996 before moving to Sirius in 2005. Chantal oversees the management and financial planning of the Company. Through her extensive client base, she offers her vast experience and knowledge in all areas of wealth management, including income tax and medical aid.
Contact Chantal on chantal@siriusgroup.org
WHAT OUR CLIENTS SAY
Thanks, Phil. As always, you’re a star!!
P R
Thanks Phil for your genuine diligent stewardship if our precious financial resources!
H G
Thank you for your excellent service in the past – I have much enjoyed receiving your regular updates and commentaries
SvN
I am a Judge of the Supreme Court of Appeal (Bloemfontein) and write to you as a client of Sirius Financial Navigation. Sirius has been known to me for approximately 6 years and has dealt with my financial investments in a competent and understanding manner. They are committed to consumer education and invest time and effort to this end.
Thank you Phil for everything you did for Mum and Dad over the years. They were both able to live life very comfortably, much as a result of what you did in terms of their investments
BA
Thank you so much for the updated investment portfolio, and for managing her money and also for being so kind to her. She does enjoy your visits.
A McQ
Thanks so much for all your care and attention to detail.
I have known Chantal for a period of 7 years as my financial advisor. Over the years, she has given me sound and effective financial advice. Because of her advice, I have given her the responsibility to look after all of our family’s financial matters. During this period, she has demonstrated thorough knowledge and understanding of financial investment matters as measured by the investments she has made and the performance of those investments.
Thank you for your excellent client presentation. It was very informative and, most importantly, understandable to us non-specialists in the financial field.
There have been a couple of times when I have been terribly worried about certain investments and Sirius has put my mind at rest so at the end of the day I don’t have sleepless nights. I must admit, they know what they’re doing.
Sirius has guided me and explained things to me because I’m a bit of a greenhorn when it comes to money. I’m very grateful for Sirius’ guidance.
Sirius has made me aware of all the needs that one has in life. Fairly complicated things for the man in the street are explained in a very simple way.
I must say that I am very impressed with the speed, care and information that I received from Sirius. It shows me that I am in good hands and my investments are valued and looked after. I will certainly pass this on to friends.
OUR VALUES
What we offer
- Excellent service
- Independent, professional advice to assist our clients in making appropriate financial decisions
- A comprehensive analysis of their overall financial portfolio (investments, tax and estate planning)
- A personalised, detailed proposal taking into account individual risk profile and financial needs
- Research and due diligence of suitable investments in a cost effective manner
- Regular monitoring, reporting and reviewing
- Effective, transparent and simplified communication
- Long term relationships based on trust
Vision
- To achieve and sustain a reputation for exceptional customer satisfaction.
- To establish long-term committed relationships with associate companies.
- To ensure that our clients’ desired financial goals are achieved.
Values
- Professionalism in all facets of our business.
- Personally-tailored client service focusing on building long-term relationships.
- Financial discipline and constant monitoring of clients’ investments.
- Flexibility to accommodate clients’ changing circumstances.
- Regular communication and reporting.
Our Philosophy
We believe that active portfolio management is the only way to ensure a consistent investment style and level of performance. Our clients’ investments are actively and continually managed according to the agreed objectives.
Asset classes (bonds, equities, etc.) rise and fall at different times, emphasizing the need for a diversified portfolio, which is achieved through asset allocation, the cornerstone of the Sirius philosophy.
The Sirius portfolios employ a sophisticated investment process that allocates client assets across a wide variety of asset classes, investment styles and approaches in an effort to reduce risk and deliver more consistent long term returns.
Our emphasis on selecting the best specialist managers available, each of whom managers only a certain allocation of the overall portfolio, and only in their field of expertise, and only in their field of expertise, and who have proven successful track records.
Regular, easy-to-understand reporting is an essential facet of our business, and all reporting is customised. We also strive to improve the financial education of our clients through our review meetings and newsletters.
We are confident that our sound, consistent investment philosophy will continue to meet our objective of outperforming our benchmarks over the medium to long term.
Sirius is a FSCA approved Discretionary Portfolio Manager.
Our Offices
Our offices are conveniently situated on the 1st floor of Sirius House in Kloof, Durban, overlooking the Kloof Golf Course.
