Intrepid Capital currently does not directly offer this service. Our trusted partner in personal finance is Vista Wealth Management who are an independent financial advice firm providing clients with unbiased advice.
Their personal finance services can be summarised as follows:
- Financial and retirement planning and investing
- Unit trust investing through different tax efficient saving vehicles
- Stockbroking trading and share based loans - local and offshore
- Offshore investing, bank accounts and currency conversion
- Life insurance, income protection, disability cover, impairment cover, dreaded disease cover and funeral plans
- Business insurance like keyman, contingent liabilities, buy and sell agreements
Their wealth management services are provided through some of the leading providers in SA (Allan Gray, Investec, Liberty, Momentum and Sanlam). Their stockbroking services are provided through Investec.
Please visit their website for more information with regards to their services. http://vistawealth.co.za or contact Magnus de Wet | Cell: +27 82 894 8654 | Email: firstname.lastname@example.org