Phoenix Wealth

We are a sustainable company navigating through the complexities of modern-day finance to unlock opportunities and protect wealth.

Who We Are

Phoenix Wealth 

Phoenix strives to enable sophisticated successful individual clients to conserve, develop and leverage their financial resources. This is achieved through effective access to relevant knowledge and skills backed by innovative transactional, saving and investment products and services.

We seek to understand our client’s needs to assist them in navigating through the complexities of modern day finance to unlock opportunities and protect wealth.

What we do

Phoenix seeks to understand our client’s needs and desires and assist them in navigating through the complexities of modern day finance to unlock opportunities and protect wealth.

Phoenix Wealth is a CATII authorised representative financial services provider under License number 41200. Phoenix Private Wealth is authorised to provide advice and intermediary services in the following Securities and Instruments categories

Values

Enjoy our benefits

UNIQUE INVESTMENT SOLUTIONS

Phoenix understands the complexity that comes with diversified investment portfolios and so works closely with our clients to empower them to make informed and considered decisions backed by thorough research and decades of market experience and expertise to maximise the return potential whilst mitigating risk of an investment portfolio.

TRANSACTIONAL SOLUTIONS

Phoenix Private Wealth serves sophisticated successful high net worth individual clients by delivering innovative and relevant financial transactional solutions that seek to deliver simplified and effective access to financial structuring, cash management and foreign exchange products and services.

RESEARCH AND INSIGHTS

Phoenix Provides clients with access to specialist financial market research and insights to inform decision making and deliver superior results.
We area highly skilled teamrhat actively engages in fundamental and technical micro and macro-economic research to deliver informative advice to empower clients and to deliver superior returns for clients.

EXECUTION SOLUTIONS

Phoenix Provides Clients execution services in all the local South African markets as well as 36 International stock exchanges, global derivatives such as CFDs, futures, options and ETF’s, plus bonds from 26 countries and 21 different currencies. This enables clients to invest and trade in global equities, derivatives, currencies and interest rate instruments backed by the following services

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Our Services

Human Capital

Success on the human capital elements of the scorecard i.e. management control and skills development are dependent on understanding the integral link between Employment Equity, Skills Development and B-BBEE.

Our experienced team can assist you with the following:

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Compliance

Employment Equity Compliance

Establishing and training your Employment Equity Committee.
Assistance with audits prior to, during and after a Department of Labour Audit.
Development of employment equity analysis and plans.

Skills Development

Skills needs analysis.
Submission of workplace skills plan. Annual training reports and pivotal reports

Mentoring and coaching

Our mentoring and coaching programmes is aimed at working together with HR and Transformation professionals to achieve organisational objectives as well as aligning individual and organisational goals.

Human Capital Strategy

It is becoming increasing important for organizations to recognise the synergy between human capital and the business strategy. We will work together with you to develop and implement a human capital strategy that will contribute improving engagement and productivity.

Enterprise & supplier development

Our key partners Veda Development and African Goshawk Fund have been positioned to provide bespoke solutions that unlock value in the supply chain.

Supplier developement

Preferential Procurement is key to align your business with transformation. We offer guidance and solutions in your procurement process and help you to identify qualifying suppliers to focus your development spend on. Assisting your suppliers in growing their businesses, improving their skills and services to you whilst remaining competitive, ultimately benefits the entire supply chain.

Enterprise developement

Creating new businesses that are sustainable and job creating, is at the very heart of the B-BBEE Code. Whether you opt for our grant solution, Veda Development, or our investment vehicle, African Goshawk Fund, your contribution will make a measurable difference to beneficiaries in an ever-growing network of emerging enterprises. Our objective is to assist these developed enterprises to graduate to valuable additions to your supply chain.

Joining us

Would you like to become a beneficiary in either our enterprise or supplier development programs?

Procurement

Our service offering includes, sourcing of suppliers, matching our existing beneficiaries to our clients’ business requirements and sourcing supplier scorecards.

Skills Developement

Although this is a key pillar to achieve in your scorecard, it is not always easy to navigate skills development that is accredited and adds value to your business. In our partnership stable we have several fully accredited skills development providers, with solutions in everything from Working at Heights to Microsoft Office and Business Management.

With several learnership programs to choose from and a myriad of shorter courses to add skills depth to your team, we will make sure that your spend creates value.

MORE ABOUT US

our Packages

Phoenix Wealth Management offers SME’s

an easy and cost-effective way to help employees manage their wealth through our:

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Medical Health Insurance

Hospital Care from R185 per month*
Primary Care from R195 per month*
Primary + Hospital Care from R245 per month*
*Indicative/On-Average.

Tax – Free Savings Account

Limits:
R33,000 per year
R500,000 per lifetime
Invest in cash OR stocks.

Insurance Risk Cover

Life Cover: R125,000
Funeral Cover:
R30,000 member and spouse
R15,000 children
6-month Retrenchment Cover

Retirement Annuity

Tax deductible

Regulation 28 exposure limits

Stock, property and cash

Combining these two solutions provides your company with an all-encompassing retirement-savings solution that has numerous benefits including:

good benefit package gives employees a deep-rooted sense that their company cares and appreciates their dedicated and long-term hard work.

1. Affirming to your current employees their value to you as a company,

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2. Assisting and boosting current talent with their retirement and wealth planning

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3. Indicating to prospective talent that you recognise the significance of each and every person

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Socio-economic development

Partners with Afrika tikkun

With our partners Afrika Tikkun, PCA can offer socio-economic development(SED) solutions in various ways. Should your passion lie with Early Childhood Development or Elderly Care or Youth Employment, there are several options available to create meaningful impact to disadvantaged communities.

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Many South Africans have jumped on the cryptocurrency bandwagon in recent years, with some even [...]

18
Dec
Execution Over Strategy

Entrepreneurs who want to build successful sustainable businesses should focus on execution rather than fixating [...]

17
Dec
SMEs expected to create 90% of formal jobs by 2030, but they need a lifeline

By 2030, the government wants 90% of all formal jobs to be created by SMEs. [...]

17
Dec
Four Ways To Get Your Team Amped For The Year

It sounds counter-intuitive, but it takes hard work to keep a team motivated enough to… [...]

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Dec