Wealth Management
We have partnered with Anchor Capital to provide our clients with expert financial guidance. Through this partnership, Anchor Capital delivers long-term, trusted relationships and face-to-face financial advice, which sits at the centre of their approach.
Our Clients
Every client has different needs and aspirations. At BRF we offer personalised advice on financial matters, including financial and investment planning that sits within our client’s professional tax advice framework.
Our clients range from individuals to families and businesses and span all age and wealth ranges. From just starting out to established and sophisticated investors, we partner with our clients to ensure that they achieve their individual investment goals and objectives.
Investment Approach
Through our partnership with Anchor Capital, their investment approach is built on deep knowledge and expertise. They provide complete transparency and insight into the underlying investments, ensuring clients are fully informed.
Our Wealth Management Partnership with Anchor
The wealth management team at Anchor have been a solid and trusted partner for 6 years. We refer our clients to Anchor Capital (FSP #39834), who provide expert investment advice and financial planning.
Through our partnership with Anchor Capital, we have proudly been recognised for three consecutive years at their awards. This achievement reflects our ability, as a referrer, to prioritise placing clients with a trusted and high-performing investment partner within the wealth management space.
If you’re interested in investment advice, let’s chat.
Why we partner with Anchor:
Bespoke Solutions
Whether you're navigating the intricate world of hedging or simply seeking forward rates, Anchor has got your back.
Competitive Rates
Say goodbye to average rates. Thanks to their extensive trade facilitation and substantial volumes, Anchor offers rates that are exceptionally competitive.
Products Across the Risk Spectrum
Anchor offers a world-class investment product range across asset classes and geographies.
Offering for Individuals
South African Investments
- Retirement Annuity, Pension Fund, Provident Fund and Associated Investments
- Managed Share Portfolios
- Tax friendly high yield investment solutions
- Wholistic Wealth Management and Estate Planning Advice
- Yield Enhanced Products
- Structured Product Advice
- Life policies and medical aid
Global Investments
- End to End Forex Solutions at Best Rates (including single discretionary allowance, lifetime investment allowance and asset swaps)
- Managed Share Portfolios
- Access to the World’s Best Investment Products and Platforms
- Global Estate Structuring Solutions
Offering for Corporates
- C-Suite Invest - Investment management for the whole C-Suite team
- Outsourced Treasury Function
- Foreign Exchange & Asset Swaps
- Hedging Solutions
- Long-Term Investment Solutions
- Group Benefits
For more information please chat to the BRF team
