Investment Advice and Management

Like any art or science, it takes a few decades of study to understand the theories behind sound investment, then many years of practicing the precise application of those principles.

Our investment team has over 100 years of collective knowledge and experience. This depth of understanding helps us maintain composure when the world seems (as it mostly does) random and unpredictable.

After many years of watching stock market cycles we have observed patterns and can expertly advise you on the best actions under any circumstances.

Financial Fitness has been an absolute game-changer for my financial well-being! They provided expert guidance and tailored solutions that perfectly fit my unique financial goals. From managing my investments to creating a comprehensive retirement plan, their team displayed professionalism and a genuine commitment to my success. Thanks to Financial Fitness, I now feel empowered and in control of my financial future. I highly recommend their services to anyone seeking financial stability and prosperity.”

 

– Sarah M., satisfied client

See Out Latest Fund Administrator document

All Holdings
Local Holdings (ZAR)
Global Holdings (£|€|$)
All Holdings
Local Holdings (ZAR)
Global Holdings (£|€|$)

Local Funds (ZAR)

Financial Fitness IP Diversified Income

Financial Fitness IP Stable

Financial Fitness IP Balanced

Financial Fitness IP Flexible

Investors Edge Worldwide Income Model

Investors Edge Worldwide Equity Model

Global Funds (£ | € | $)

Global Investors Edge IC Fund

Global Investors Edge Balanced

Global Investors Edge Flexible

MiPlan Global Macro IC Fund

Many investors are hesitant to invest due to the complexity and overwhelming choices available in the market.  We simplify this process by offering a range of risk profiles tailored to individual financial goals.  Our comprehensive range of local and international funds, along with proven investment manager selection and Asset Allocation strategies, provides investors with diversification and the alpha generation they seek.

Services family financial planning

The Investment Arena provides a diverse range of investment options with varying pricing models.  Our ability to access Funds typically inaccessible to the individual investor due to the high minimums.  Our Individual investors gain exposure to High Quality Fund Management Teams at lower costs, thereby enhancing long term growth of their invested capital.  As our clients’ wealth grows, they gain access to a wider range of niche investment opportunities.

We recognize the expanding investment landscape and the need to stay informed about global regulatory and investment changes.  This commitment allows us to continue offering independent and impartial solutions for the diverse needs of our clients and advisors.  To continually improve our advice and fund management strategies, we employ cutting-edge software tools and systems to deliver exceptional value to our clients.

Services retirement planning
Services client education

Our dynamic investment approach includes up-to-date information and diverse partnerships for comprehensive solutions, which complements our due diligence process. This commitment to continuous improvement demonstrates our dedication to optimizing performance outcomes for our clients. This requires a mindset of continuous improvement, a willingness to embrace new ideas, and a commitment to staying relevant and competitive in a rapidly changing world.

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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