CFP

Tel: 015 590 0245

134 Holland Str. Polokwane

Investments

How much money have you lost on commission fees on your investments in the past, if the answer is none, then you probably already are with us?

We do not charge commission on investments, why you may ask?

At Cum Laude Financial advisors we believe in hard earned cash must be invested in the the interest of you (the client).

There is a well known slogan in the industry that states: "Trust can be earned."

Let's analyse this a bit:

Definition of Trust: Trust is to have confidence, faith and hope in someone or something.

Definition of Earn: To grow or gain.

If we say Trust is earned, how is this possible without time? If time is absent from this equation, it is not possible to gain or grow, and the definition of trust will play no part, so my point is that only with time can we grow value, which will lead to your trust in us.

Cum Laude Financial Advisors have a different approach to investments; this is how we do it:

  • Active Fund Management
  • Switching of Asset Classes as economical cycle turn
  • Low costing structure
  • No Commission
  • Transparency on fees
  • Monthly statements
  • Quarterly performance reports
  • Advising on tax implications
  • Right funds at specific life stages
  • No penalties on short term investments
  • No Initial fees

Common mistakes investors make:

  • High returns in short time
  • Withdraw money after markets fall
  • Investment in high costing structure
  • Don't keep track of investment and the impact of inflation
  • Wrong risk profile for different life stages
  • Ignore the maths of losing money
  • High income that doesn't effect clients capital

At Cum Laude Financial advisors, we do business with honesty, integrity, in a trust-willing and truthful way. With due diligence skills that will give you positive growth on your investment that will return to earning your trust.
 

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