Finance Monthly - Global Awards 2022

Finance Monthly Global Awards 2022 South Africa 105 About EtiennedeWaal Etienne started his career in product development at Sanlam in 1994. He moved to Momentum in 1997 and held various roles within the group, including CEO of FundsAtWork. In 2010, following on the merger of Momentum Group and Metropolitan Holdings, he became the CEO of the Employee Benefits division of MMI Holdings. Thereafter, was appointed to the positions of CEO the Product and Solutions Division, and CEO of Momentum Retail Division of MMI Holdings before leaving MMI in 2017. He worked at the University of Pretoria as an independent consulting actuary and lecturer before joining PSG Wealth as CEO in February 2020. About PSGWealth A Leading Financial Services Group We offer a range of wealth management services for individuals, families or businesses. Our advisers are ready to help you build an investment portfolio to meet your financial goals. You can also invest directly on our online trading and investment platform. Get access to unit trusts, multi-managed funds and solutions, shares and other securities through our investment products. For our business clients we offer employee benefits and bespoke investment solutions to suit your requirements. Wealth advice We always aim to provide valuable and appropriate advice, backed by sound research. We will work with you to help understand your unique needs, circumstances and preferences to then set your financial goals and put a plan in place to achieve these goals. Our offering includes advice on investing to achieve your financial goals, optimally structuring your estate, making smart investment choices, structuring your portfolio and implementing employee benefit solutions for your business. Our platform gives you access to a wide range of investment products and underlying investment instruments to help you build a portfolio suited to your specific needs. Providing excellent service to our customers and building a great business is a team effort. We believe in clear lines of responsibility and ownership of decisions, but we always seek to use all the available skills necessary to be informed on all business matters. Strategy & Values We believe that sound financial advice makes a material difference for those looking to build, preserve and manage their wealth. We therefore apply strict criteria when appointing advisers and offer extensive support to maintain the quality of advice they deliver, to ensure that the advice our clients receive is of the highest standard. We also make sure that our advice is readily accessible through a wide national footprint, allowing you to easily find a PSG adviser near you. Our Vision Our vision is to be a highly respected advice-led financial technology firm in Southern Africa and selected regions abroad. CEO | PSGWealth Etienne de Waal PSGWealth Tel: 27 21 918 7800 Website: Etienne de Waal Financial Services Adviser of the Year

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