A wide range of services supported by a network of experts.
Vickers & Peters’ wide range of services is underpinned by our skill and experience, which allow us to get a 360-degree view of financial portfolios and give you complete guidance accordingly. Our extensive in-house expertise is supplemented by a network of top outsourced experts and specialists. In this way, we offer a well-rounded, comprehensive compendium of services.
1. FINANCIAL PLANNING
Our highly experienced financial planning team work one-on-one with you to offer a cutting-edge retirement planning service that is dynamic and fresh. Our advisors are dedicated to working with the utmost professionalism and a total commitment to business ethics.
2. EMPLOYEE BENEFITS
We understand that people are a company’s most valuable assets. That’s why we provide superior broking services and advice to companies, as well as their employees and dependents when it comes to retirement, death, disability and medical aid. As a market leader in the umbrella retirement fund, group risk and healthcare consulting arenas, we are able to focus on the needs of the client, providing advice that is in the best interest of the individuals, their families and the employer.
3. ASSET MANAGEMENT AND CONSULTING
With the solid backing of a team that has many years of combined industry expertise and experience, Ampersand Asset Management endeavours to help you create long-term wealth by preserving your capital through diversification and a consistent investment approach. They focus on generating long-term, stable targeted returns within a prudent, risk-conscious framework.
4. FIDUCIARY SERVICES
As part of the financial planning process, Vickers & Peters offers a comprehensive fiduciary service that focuses on the all-important area of tax and estate planning through trusts and wills. This is incorporated into your retirement and financial planning structures and forms an integral part of the planning process.
5. ADMINISTRATION SERVICES.
Our highly experienced, efficient administration team is there to help make your financial planning journey as seamless as possible. They pride themselves on providing exceptional customer service and assistance.