Welcome to our Company
GERBER & LOUW, as South African, FSB licensed, Financial Service Provider (FSP), specializes in providing independent investment portfolio advice to our clients. This includes advice on discretionary (savings) portfolios (Local and offshore) as well as pension portfolios.
This specialized service is naturally extended to, and inclusive of, advice and planning on all financial matters relating to these investment portfolios. (Retirement planning, Trusts, Tax implications, Income and / or capital provision and needs, risk analysis, asset class evaluation, etc. – As might be applicable)
Not only do we play an essential role in advising our clients and implementing their investment decisions and portfolios, but we then also fulfill the critical function of continuously evaluating each portfolio against set criteria and advise the investor on appropriate options if necessary. We also provide administrative support on portfolio transactions.
In addition to our investment advice, we provide as an additional service to our clients, advice on all matters relating to risk cover. (Life-, disability-, accident -. income-, trauma-, hospital cover, etc).
We only advise our clients on the products and services of well known, established, and respected financial institutions in South Africa and certain international institutions. (Our FSB approved, contracted “Service Providers”)
Despite our alliance with these “Service Providers” we are very serious and committed to be absolutely independent in our advice. This entails that we will under no circumstances be influenced by any specific Service Provider to give preference to its products on any other consideration as the fact that such a product or service offer the absolute best solution for the client in the specific circumstances applicable.
OUR IDEAL CLIENT
We recognize that the service we provide might not be suitable for all of investors / clients or prospective clients. We therefore would like to provide some guidelines to assist you in this regard.
We specialize in advice, and give priority to, clients / investors who are serious about their financial- and investment planning, and who are in need of qualified, specialized advice on the services that we provide.
Our expertise, advice and service, are the result of years of experience, formal qualifications, continuing research and technical analyses, regulatory licensing, etc. This came at a price in time and money. Our recommendations on any product or service are therefore not to be taken lightly.
For this reason, clients or prospective investors that are of the opinion that they understand the investment and / or financial environment and are qualified and / or equipped to make their own decisions in this regard, - would probably not derive value from enquiring on our services.
About Us
As independent advisors, we are in a
position to provide
our clients only the most competitive products and services of well
recognized and accredited financial institutions and investment houses.
Services
- Investment Portfolios
- Retirement Planning
- Long-Term Assurance
- Investment Tax Advice
- Estate Planning
Downloads
- Accreditation
- Broker Appointment
- G&L Presentation
- Investment Report
- Afrikaanse Dokumente
“ Gerber & Louw played an integral role in securing my personal financial wellbeing. “
Riaan Swart
Information
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Gerber & Louw
GERBER & LOUW (Pty) Ltd, was registered in December 2001, and launched in January 2002 as a diversified, “multi – services” financial services company.
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Investment Strategy
At Gerber & Louw we follow specific investment principles in determining investment strategy with our clients...
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Risk Profiles
Risk profiles in the financial sector are normally categorized as; conservative, cautious, moderate, assertive or aggressive...
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15 July 2010
Website still under construction