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SYGNIA REVIEWED BY MARCEL WASSERMAN,
INDEPENDENT INVESTMENT ADVISOR.

Step 1: Find out what are the two keys to a successful investment by watching my video presentation below:

Step 2: Book a power session with me where I can review your current investments and provide you with a custom quote for a new investment that betters your current investment:

*Your info will be kept confidential and Marcel is an authorised advisor at Twenty Five Wealth (Pty) Ltd Provider with FSP no: 50417

THE FIRST SECRET IS... bringing your TOTAL fees(EAC) down to below 2%. This 2% INCLUDES all admin fees, all advisor fees and all fund or investment fees. No cancelation fees and high commissions. 

THE SECOND SECRET IS... low fees while still getting 10% growth per year on average. And being able to access this money are you want.

EXCERPTS FROM THE SYGNIA PRESENTATION:

INVESTMENT GROWTH

Observations: 

1. Only one bank made the top 20 list.

2. Sygnia has the lowest fees in the list.

3. Because of Sygnia's high level of automation along with their use of indexed funds, their growth is more consistent and predictable. 

4. The top players have had one year good growth, which alters the long terms results. Not maintainable as these top results are actively managed funds, as apposed to passively managed funds. 

Source: Funds on Friday - Sanlam's Glacier Research Report 

 
Disclaimer 1: The fund performances in this document are from sources believed to be reliable. Glacier Financial Services cannot be held responsible for any errors or omissions therein.

Disclaimer 2: Some funds were removed that were not SA Balanced funds. 

 

SHOULD I INVEST DIRECTLY WITH SYGNIA AND DO IT MYSELF, OR USE A FINANCIAL ADVISOR?

This is a question I get a lot from my clients who are more technically savvy. 

Their reasoning is that if they go directly to Sygnia invest, they will save money on fees and they will just Google the best funds to use. So they don't need an advisor.

Now obviously I am biased here as I stand to benefit if you should choose to go with me as your advisor, but hear me out.

The main negative complaints and reviews I see from investment houses, are that the clients get poor performance from their investments and that they get bogged down in confusing paperwork and call centers.

This is why I recommend ALWAYS USE AN INVESTMENT ADVISOR LIKE MYSELF BECAUSE:
 
  1. Advisors get weekly training from industry experts and as a result, are able to make recommendations not only on the best funds to use but on the correct strategy to follow regarding the client's needs.
     
  2. The advisor and his team are able to do all the admin on your investment for you and provide you with the most valuable commodity, extra time. This like changing a debit order day can create frustration. 
     
  3. Legacy planning. Financial advisors make sure your will and testament is executable and works with your investment portfolio.  
     
  4. The fee you pay an advisor is usually made up many times over due to increased growth on your portfolio and through correct financial planning the client's needs.

SOME INVESTMENT HOUSES MARCEL REPRESENTS

IF YOU MADE IT THIS FAR,

YOU MIGHT AS WELL REQUEST A CALL: