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An Introduction to Financial Fitness

Financial Fitness is a company with decades of experience in Advisory and Investment Management Services. We provide personal financial education and wealth building skills. We have a team of experienced investment professionals who have acquired the expertise needed to recognize and capitalize on market patterns. We offer a wide range of award-winning funds and solutions to meet the needs of clients at all life stages. The ongoing advice and support ensures that our clients achieve their long-term financial goals.

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Our Trusted Partners

How did we get to where we are?

Financial Fitness was established in April 1996 with the express objective of providing first-class financial education, financial services and offshore investment advice to the South African public.
Looking back, we’re proud to have played a part in greater wealth creation in our country.
1996 April

Milestone

Financial Fitness Training launches The Easy Way training courses to the Gauteng public.

1997 January

Milestone

Jim Millar interviewed by John Robbie, Martin Bailie and Gareth Cliff.

1997 September

Milestone

We start offering workshops in Cape Town, Durban and Bloemfontein.

1998 January

Milestone

Corporate Training market opened with Anglo American, Barloworld, Eskom and Microsoft.

1998 April

Milestone

We recruit a few young financial advisors and Financial Fitness Services began.

1998 October

Milestone

We are accepted for staff training at Nedbank, Standard Bank, Landbank and the Reserve Bank.

2000 January

Milestone

We survive the Millennium parties and Y2K to begin this century with booming world markets.

2000 February

Milestone

The Unit Trust Fitness Focus is first published, with monthly Buy, Hold or Sell suggestions on the ever-growing list of South African Unit Trusts. We pick many ‘winners’ when they are still ‘beginners’.

2001 November

Milestone

No. 21 Stuart Avenue, Morningside Manor becomes our ‘Head Office’.

2003 March

Milestone

We merged the Pretoria office into Head Office at Morningside Manor.

2004 January

Milestone

The investment client base grows to more than 500 people.

2006 April

Milestone

We celebrate 10 years of wealth plan training to more than 32 000 delegates.

2008 July

Milestone

Our first Model Portfolios (FF Jogger, Runner and Sprinter) are launched.

2011 January

Milestone

Our client AUM grows to R500 million.

2015 June

Milestone

We launch Triathlon IP for JSE-listed equities and Global Marathon IP for global-listed equities.

2015 August

Milestone

Our client AUM grows to more than R 1 billion.

2016 April

Milestone

We celebrate 20 years of helping more than 65 000 delegates grow their wealth.

2016 June

Milestone

Our Model Portfolios (Jogger, Runner & Sprinter) are renamed to Stable, Balanced & Flexible.

2017 August

Milestone

Our client AUM grows to R1.5 billion.

2019 June

Milestone

Our client AUM grows to R 2 billion.

2019 October

Milestone

The Financial Fitness IP Stable fund wins a 3-year top performer Raging Bull Award.

2020 March

Milestone

We launch Investor’s Edge Worldwide Income and Worldwide Equity Model Portfolios.

2020 October

Milestone

Financial Fitness shareholders sell 40% of their holding to Anchor Capital.

2020 November

Milestone

Our first USD portfolio, Global Investor’s Edge, Fund of Funds is launched in Guernsey.

2021 January

Milestone

We launch Global Investor’s Edge Flexible & Balanced Model Portfolios in USD.

2021 September

Milestone

We celebrate 25 years of assisting more than 2 000 investment clients.

2021 September

Milestone

We move to 25 Culross Road, Bryanston.

2023 February

Milestone

Our client AUM grows to more than R3 billion.

2023 July

Milestone

The Financial Fitness brand is refreshed with a contemporary aesthetic.

Award Winning Funds

Financial Fitness wins Three Raging Bulls Awards.

Our Elite Fund Managers Lead the Way

With 2 300 private investors placing their trust in Financial Fitness, it is with great pride that we are able to outperform our peers consistently in delivering the financial returns our clients deserve.

It’s a testament to our relentless pursuit of quality investments. In 2022, we won the following three Raging Bulls Awards:

Tony Bell, Global Marathon IP Fund | Best (SA-Domiciled) Global Multi-Asset Flexible Fund, Risk-Adjusted Basis. Read more.

Rowan Williams-Short, MI-PLAN Enhanced Income Fund – Best SA Multi-Asset Income Fund, Risk-Adjusted Basis. Read more.

Phil Bradford, Portfoliometrix BCI SA Bond Fund | Best SA Interest-Bearing Variable-Term Fund. Read more.

Raging Bull Investments & Awards

Above-average returns at below-average risks.

That’s how we work, for you.

Financial Fitness wins Three Raging Bulls Awards.

Our Elite Fund Managers Lead the Way

With 2 300 private investors placing their trust in Financial Fitness, it is with great pride that we are able to outperform our peers consistently in delivering the financial returns our clients deserve.

It’s a testament to our relentless pursuit of quality investments. In 2022, we won the following three Raging Bulls Awards:

Tony Bell, Global Marathon IP Fund | Best (SA-Domiciled) Global Multi-Asset Flexible Fund, Risk-Adjusted Basis. Read more.

Rowan Williams-Short, MI-PLAN Enhanced Income Fund – Best SA Multi-Asset Income Fund, Risk-Adjusted Basis. Read more.

Phil Bradford, Portfoliometrix BCI SA Bond Fund | Best SA Interest-Bearing Variable-Term Fund. Read more.

Raging Bull Investments & Awards

Above-average returns at below-average risks.

That’s how we work, for you.

Our Thoughts

Advent has one of the world’s largest and most experienced private equity teams, with more than 170 investment professionals across four continents.

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