Who We Are
SecureWealth is a Cape Town based Financial Services Provider (FSP) that has been managing local investment portfolios, private share portfolios, both local and offshore, and externalized mutual funds on behalf of its high net-worth clients for over 20 years. Our clientèle includes companies, trusts, high net-worth families and individuals. We strive to provide prudent investment and financial advice that encourages capital growth and consistent income. Where possible, SecureWealth deals directly with each preferred provider, thereby avoiding unnecessary fees. Our preferred providers are arguably the most reputable organisations in their respective jurisdictions.
Existing House View
For the first time in years, we are cautiously optimistic on South African equities in light of the outstanding value on offer. However, where possible, and according to a client’s investment profile, we prefer a mosaic of diversified investments, especially in the emerging market space. Diversification should be the cornerstone of every investor’s portfolio, and diversifying one’s investments across different regions, currencies and industries reduces one’s risk and enhances the prospects of an acceptable return.
Investec – South Africa
We prefer SA Inc. shares such as Woolworths, Vodacom and Momentum which have performed poorly but are now offering excellent value.
Investec – London
We prefer a combination of Emerging Market technology growth stocks and high dividend yielding blue chip stocks with strong balance sheets. For instance, Asian technology/internet stocks such as Baidu, JD.Com, Alibaba and Taiwan Semi-Conductor combined with Marks & Spencer, GlaxoSmithKline, British Petroleum and Royal Dutch Shell. This blend creates an exciting degree of diversification, combining a steady stream of dividend income and high growth prospects.
We have recently reduced risk on our USD Franklin Templeton portfolios in light of American valuations, but we still maintain a positive outlook on natural resources and gold and precious metals.
Mike is the Managing Director of the company and his goal is to grow the company aggressively, but not at the expense of a personal and conscientious approach to our clientele. He intends doing this by employing qualified professionals, offering excellent advice for an equitable fee and acquiring suitable small to medium companies. Under Mike’s leadership SecureWealth has become one of the leading financial services providers in South Africa – cultivating successful relationships with some of the largest and most reputable asset managers in the world. Mike has also completed two Iron-Man triathlons, has been married for 28 years to Gretchen, and has two sons; Brad and Matt.
BComm – Industrial and Organisational Psychology
Maryka holds a Bachelors Degree in Commerce from Unisa. In March 2002 Maryka relocated to Gallarate in Italy for two years and from there she studied full time through Unisa to complete her Bachelor of Commerce (Industrial and Organisational Psychology) at the end of 2006. Upon returning to South Africa Maryka took up a position at Nedcor in the Group Finance department, and from there she moved to Capitec Bank. She has been working for SecureWealth for 13 years. Maryka has been married to Ché for 15 years, and has a daughter, Chané, and a son, Keean.
Bachelor of Accounting
Johan has a Bachelors Degree in Accounting from Stellenbosch University. After initially working as an accountant, both locally and abroad, he moved on to become a stockbroker at HSBC Securities and subsequently Independent Securities in Stellenbosch. Johan has since been managing private client portfolios at Prescient Wealth Management and joined the SecureWealth team in January 2016. He is also a very keen surfer.
BComm Hons – Economics
Matt completed his undergraduate BComm in Mathematical Sciences at Stellenbosch University, majoring in Economics, Investment Management and Operations Research. He also completed his BComm Honours (Economics) in 2018. He is sitting Level 2 of the Chartered Financial Analyst qualification in June 2020. Matt was deputy head-boy and captained the men’s first hockey team at Somerset College in 2013. Matt will continue with his hockey career at Somerset West Hockey Club this year, having being appointed as the club’s treasurer. Matt also enjoys playing golf and football.
Part-Time Research Analyst
Master’s of Science (Statistics) Research – London School of Economics
Brad has completed degrees in Mathematics, Statistics and Economics from Stellenbosch University, has passed Level 1 of the Chartered Financial Analyst qualification and graduated from the London School of Economics and Political Science with a Masters in Research Statistics (with Merit). Brad is married to Bronwyn and continues to work for SecureWealth in a research capacity.
Internal Compliance Officer
Marcianette is presently studying for a BComm Degree from Unisa. Marcianette is expected to complete her degree at the end of 2020. Marcianette has two daughters, Tatum and Jessy. Marcianette is a committed Christian and is the lead singer at her local church, the United in Christ Assemblies in Somerset West.
Exchange Traded Funds
Exchange Traded Funds (ETFs) trade on major global stock exchanges just like equities, yet they can invest in the same constituents as traditional Unit Trusts/Mutual Funds. They thus allow investors access to a broad range of investment instruments in a single transaction providing instant diversification and generally their expense ratios (i.e. the “admin cost” of your investment) are much lower than the average Unit Trust/Mutual Fund. At the moment, our preferred ETF is the Satrix MSCI Emerging Markets ETF. Please note that the information below does not constitute financial advice, and should not be taken as such.
Exchange Traded Notes
Exchange Traded Notes (ETNs) are similar to Exchange Traded Funds in that they both track an underlying asset, have lower expense ratios and are traded on global stock exchanges. The main difference is that ETNs are more like bonds in that they are unsecured debt issued by an institution. This basically means that while ETFs actually hold the assets they invest in, the institution in question is obligated to pay you the return on ETNs rather than hold the assets they invest in. If you have any questions, please contact one of our professional advisers.
Local Unit Trusts
Unit Trusts fall under the category of Collective Investment Schemes and they fundamentally give any individual access to instant diversification into a large amount of investment vehicles such as bonds, stocks, currencies etc. in a single transaction.
Offshore Mutual Funds
Mutual Funds are the overseas equivalent of Unit Trusts, and we invest in them separately through Franklin Templeton Investments listed on the New York Stock Exchange. Franklin Templeton allows access to almost every market in the world and offers same-day pricing which allows us to access different asset classes and regions immediately. The benefits of investing in Mutual Funds are that there is a much wider range of countries, regions and companies that you can invest in, while still having the advantages of a very liquid and easily accessible investment.
New Generation Retirement Annuities, Living Annuities and Preservation Funds
We deal exclusively in new generation retirement annuities, living annuities and preservation funds offered by Allan Gray which are Unit Trust based, thus providing a more liquid, transparent and cost-effective investment vehicle.
- The advice you see on this website is general advice and may not be suitable to every investor.
- You should not speculate with money you cannot afford to lose.
- Markets can rise and fall and previous performance is no indication of future returns.
- Broadly, the best investment you can make is to settle outstanding debt first.
- Currency movements play an important part in the return of your investment, and may impact your portfolio positively or negatively.
- On average, smaller companies will be riskier than larger well established companies.
- Generally, emerging markets will be more volatile than developed markets.
- Historically, buy and hold investing produces superior long-term returns compared to short-term trading.
- Diversification is the simplest way to reduce risk and produce an acceptable return.
- There is no free lunch.
General Inquiries: +27 (0) 21 852 2435 / firstname.lastname@example.org
Mike: +27 (0) 83 606 6939 / email@example.com
Maryka: +27 (0) 73 273 9547 / firstname.lastname@example.org
Johan: +27 (0) 83 447 8967 / email@example.com
Matt: +27 (0) 82 603 3876 / firstname.lastname@example.org
Marcianette: +27 (0) 84 478 0283 / email@example.com
Gretchen: +27 (0) 82 606 6939 / firstname.lastname@example.org
Fax: +27 (0) 86 516 8629
Somerset Links Office Park
De Beers Ave
1. The information provided on this SecureWealth website has been compiled for your convenience. SecureWealth makes no warranties about the accuracy or completeness of any information contained on this website.
2. SecureWealth, including its directors, affiliates, officers, employees, agents, contractors, successors and assigns, will not accept any liability for any loss, damage or other injury resulting from its use.
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4. SecureWealth, its directors, affiliates, officers, employees, agents, contractors, successors and assigns do not accept any liability:
(a) for any investment decisions made on the basis of this information. This website does not constitute financial advice and should not be taken as such. SecureWealth urges you to obtain professional advice before proceeding with any investment.
(b) for any damages or losses whatsoever, arising out of, or in any way related to, the use of this site and any other site linked to this site.
5. The limitation on liability contained in paragraph 4 applies to direct, indirect, consequential, special, punitive or other damages that you or others may suffer, as well as damages for loss of profit, business interruption or the loss of data or information.
6. Nothing in this website constitutes or is intended to constitute an offer of, or an invitation to purchase or subscribe for, securities.
7. SecureWealth reserves the right to make changes, modifications, additions, deletions and corrections to the website, at any time and without notice.