ACS Investing was established in 2015 to fulfil the comprehensive wealth creation and protection agenda of the wider ACS Three Sixty group. Built on the well-established foundations and principles of the Consulting and Accounting divisions, ACS Investing provides boutique, personal, and agile financial solutions for our clients’ domestic and offshore needs.  ACS Investing (PTY) Ltd is anauthorisedfinancial services provider and operates under the auspices of the FSCA with license number 50374.

ACS Investing works hand in hand with the other ACS Three Sixty divisions to provide a truly holistic service designed to meet the needs of our diverse range of clients. The integrated nature of the ACS group also allows for more efficient use of funds within our clients’ businesses as a result of enhanced information and resources.

Our qualified and licensed team of professionals haveextensive financial planning experience as well as local and international financeexperience, supported by post-graduate qualifications in financial planning and economics. Our team has a proven track record of strategic thinking, planning, and collaborating. Drawing on our relationship-focused culture, we adopt a client-centric approach to everything we do.

We pride ourselves on being fiercely independent in our approach to offering solutions that are tailored to your needs. We strive for complete transparency and are committed to keeping communication lines open with our clients to ensure a complete understanding of the given strategies and solutions.

Our experienced team are ideally placed to deliver your secure legacy, alternative revenue stream, and long-term financial security. From everyday financial planning solutions to the completely bespoke, we will have something to help you on your path to financial freedom.

OUR SERVICES

INVESTMENT PLANNING

ACS Investing has the knowledge and expertise to implement the strategic financial planning solutions that are formulated as part of the wider ACS Three Sixty holistic planning process. We pride ourselves on being completely independent and subscribe to a goal-orientated planning process where everything we do starts with your intended outcomes. We then work with you to formulate an appropriate strategy to reach those goals and assist where required to remain committed to those plans.

RETIREMENT PLANNING

Retirement planning is an often-overlooked part of financial planning, especially when you are building a business and accumulating wealth. With only 6% of the country appropriately

catering for their retirement needs, we guide you through the process of retirement planning and have the ability to execute vanilla retirement products as well as an ability to offer alternative solutions that might fit your specific situation more appropriately.  Poor retirement planning can have terrible knock-on effects to your personal circumstances as well as your family’s when the time comes to move on from your business or career. Effective retirement planning and focused succession planning are paramount to wealth preservation and intergenerational planning, and we explore these fully in conjunction with our ACS 360 partners.

SYNDICATED SOLUTIONS

Together with the wider ACS Three Sixty group, ACS Investing specialises in syndicated solutions from structured agricultural ventures, property and passive revenue streams, both locally and offshore. We bring like-minded people together to deliver solutions to our clients that would not ordinarily be accessible due to the sheer scale required to unlock these opportunities.

OFFSHORE FIDUCIARY

To offer the complete business solutions required for a well-balanced and diversified South African business or family, it is imperative that we are able to deliver reliable, cost-effective, and transparent offshore structuring options. To this end, we have partnered with Cannon Asset Management in Guernsey to facilitate the establishment and administration of offshore Trusts, Companies, Funds and other structures.

EMPLOYEE BENEFITS CONSULTING

Successful companies look after their employees.  The complexities around employee benefits products and their fees can be daunting at the best of times. ACS Investing can assist you in designing and developing an Employee Benefits scheme that will reinforce your staff loyalty, reduce their financial insecurities and enhance their productivity.

ARE YOU LOOKING FOR INDEPENDENT INVESTMENT ADVICE WITHOUT AN AGENDA?

PORT ELIZABETH

CONTACT US

T:  +27 (0)41 368 6691
F:  +27 (0)41 368 6694

HUGH OXENHAM

C:  +27 (0)71 606 4906
E:  hugh@acsinvesting.co.za

BRUCE BROWN

C:  +27 (0)72 081 8382
E:  bruce@acsinvesting.co.za