OUR APPROACH

Our first step is to discuss your needs in detail, and what we can do to meet those needs as well as the cost structures of these services.

Once you have appointed us as your advisor, we will need to gather all the required information and documentation for us to create a financial plan covering estate planning, assets and liabilities, risk cover, investments, retirement, taxation and accounting issues.

When we have completed the financial plan, we will present this with recommendations and alternatives, discuss these with you and if necessary, revise the plan.

PLAN AGREEMENT

When the plan is agreed with you, we will implement the plan and any necessary changes, ensuring that these are done in the most professional and cost effective manner.

Once everything is implemented and we have received confirmation that all your requirements are in place, we will send you an advice record, including our assumptions, a summary of what has been implemented, a portfolio summary, illustrative projections and a copy of all your quotations.

We also send you all your contracts from Service Providers or Product Houses as and when we receive these and only after we have made sure that they were implemented correctly.



This is followed by regular updates and reviews of the status of your financial plan, ensuring that you are always fully informed, and any necessary changes are made in time.

Investment is all about the future and therefore all clients with investments will receive quarterly statements from us on the performance of their investments.

We also keep a record in our office of every investment, additional contributions, withdrawals, income and every quarterly balance on your investments for as long as we are your appointed remunerated advisor.



FINANCIAL
PLANNING
Your financial future is not to be taken lightly.






INVESTMENT
MANAGEMENT
Vesto Capital provides investment management services.






FIDUCIARY
SERVICES
Vesto Group provides fiduciary services.






MEDICAL INSURANCE
& GAP COVER
We offer medical insurance and gap cover from various companies.




Our focus is on financial planning for individuals because they are the backbone of businesses.

PAIA MANUAL

COMPLAINTS POLICY

CONFLICT OF INTEREST MANAGEMENT POLICY
CONTACT INFO
info@vestogroup.com
T:+27 22 433 4600/7/8
47 Main Street, Moorreesburg, 7310.
PO Box 455, Moorreesburg, 7310

T:+27 21 914 4414
West Block, Prosano Park, Southgate, Carl Cronje Drive, Tygervalley.
PO Box 5524, Tygervalley, 7536

Vesto Capital is an Authorized Financial Services Provider Nr. 47647