we will do it together
Our Services
helping you create your future
First Class Financial Advice
Offshore And Local Investment Management Solutions
At Parity Wealth Managers we adopt a best-of-breed investment approach in providing a range of local and offshore investment solutions focused on delivering your investment objectives and financial goals. Being independent allows us to leverage the expertise of the best local and global asset managers to design a unique portfolio with exposure to some of the world’s top international fund managers.
Tax Advice & Planning
Taxes are a critical part of your wealth management plan. At Parity Wealth Managers we aim to optimise your financial strategy with our expert global taxation and estate planning structures. Our team of partnered tax specialists are able to navigate clients and provide tax advisory and compliance solutions across all areas of your financial plan including offshore jurisdictions and execution.
Wealth Structuring & Estate Planning
Estate planning is a key cornerstone of your financial plan. At Parity Wealth Managers we specialise in providing our clients access to the best local and global estate planning tools that protect and grow your assets, ensuring long-term financial stability and intergenerational wealth transfer.
Enhanced Global Risk Cover
Life and risk cover are an inherent part of wealth and legacy planning. We partner with market-leading local and global life and risk cover providers offering ZAR and hard currency (USD) cover. Life and risk cover offers protection for your family, business, and other dependents as a lump sum and income benefit.
01
One step ahead
We stay one step ahead of the markets and ensure we are always up to date.
02
building your Portfolio
We build your portfolio with the highest-performing funds.
03
achieving your goals
We help you achieve your wealth preservation and growth goals.
Foreign Exchange
Through our in-house sister company THE FX DESK we specialise in facilitating all foreign exchange transactions for individuals and companies. We are your one stop shop for all matters relating to the transfer of funds abroad, including the obtaining of SARS tax clearances, the opening of bank accounts and the fulfilment of all SARB related requirements.
THE FX DESK Team comprise a highly qualified and experienced team of professionals here to guide you through the foreign exchange process, ensuring a seamless, cost effective and efficient end-to-end solution. THE FX DESK objective is simple, to provide a seamless, low-cost solution for individuals or companies transferring funds in/out of South Africa.
International Pension Plan/Local Retirement Plans
As an independent financial services provider, we specialize in providing our clients access to the leading range of local and global retirement planning vehicles to plan and secure their retirement assets.
We are agnostic to pension providers and provide a range of tailored solutions to serve your retirement needs and objectives in order to accumulate, protect and plan for future generational wealth management.
"Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”
Peter Lynch
We Believe in Excellence.
Do you?
Get in touch with Parity if you have any questions or queries on the services we offer.