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Best of breed approach to both out-sourced and in-house financial services and products.
House views:
1. Risk Products: Although being independent allows us to offer our clients risk cover from all the major players in the industry, we have learned through more than twenty years of experience, which products are most suited to specific client profiles. This enables us to formulate our house view.
2. Investment Planning: Real (inflation beating) returns is the core focus of our investment policy. This has culminated in our investment house view, that professionally, multi-managed funds, which target inflation-linked returns over a specific time period, should form the foundation of the majority of investment portfolios.
3. Employee Benefits: Our corporate clients and entrepreneurs, benefit due to the fact that we are able to offer them comprehensive, tax effective and cost efficient retirement and medical aid solutions for their staff members.
4. Fiduciary Planning: Our team at DFB Executors Services keeps abreast of the latest trends and legislation, to aid with the structuring of legal entities, as well as the fiduciary components of financial planning, such as wills and trusts.
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