Announcement - PSG Waterfall

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Announcement - PSG Waterfall

Our firm began its professional practice in 2004 and 19 years later we are very excited to take it to another level. We are pleased and proud to announce that Stephen Cloete and Associates CC (SCA) has concluded an association agreement with one of the largest networks of professional advisory firms in South Africa, PSG Wealth Financial Planning (Pty) Ltd. Going forward our firm will be known at PSG Wealth Waterfall.

We believe that our association with PSG will strengthen and enhance our client focus, adding to the foundation of trust and integrity that we built SCA on.  PSG Wealth exceeded our search for a Wealth Management partner and as associates we combine our strengths and continue with the tradition we have for excellent service, discerning expertise , and an environment that our clients and associates want to be part of.

PSG provides the backing of a leading financial services organisation with enhancements to product solutions, legal and compliance infrastructure, succession planning as well as massive technological capabilities. Click here | Why PSG Wealth?

There will be new services and areas of expertise which we will be able to provide you with in the future and we look forward to discussing these with you. However, there are several important constants that will not change:

  • You will continue to work the same people as you have in the past. Everyone is being retained in their current roles and we are always your first point of contact.
  • We still contract with multiple providers and our advice remains objective and unrestricted.
  • The services that we have provided you with in the past will continue.
  • Your fee structure will not change.
  • Our contact numbers and address will not change but our emails will be different, as follows:

Stephen@scainsure.co.za               Stephen.Cloete@psg.co.za

Sara@scainsure.co.za                      Sara.DeCarvalho@psg.co.za

Darelle@scainsure.co.za                  Darelle.VanDerBerg@psg.co.za

Andrew@scainsure.co.za                Andrew.Wolhuter@psg.co.za

 

We sincerely hope that you are able to spend time and share special moments with your loved ones over the festive season and that 2023 brings you prosperity and joy.

Please get in touch with us if you have any questions at all.

 

Kind regards,

The SCA Team – PSG WEALTH WATERFALL