“Since their appointment in 2010, GraySwan’s advice has resulted in a significant improvement in our investment results. On a past 12 month basis, our performance now rank under the top performers in the country.” - HF Botha, Trustee LA Retirement Fund “The level of service is impressive at every level of the GraySwan team. I believe that you live up to your statement of being a 'passionate, experienced and cohesive investment advisory team'." - Cathy Fivaz Actuarial Consultant to the Attorneys Fidelity Fund “Although we are not the biggest client of GraySwan, the level of service that we have received is excellent and their dedication towards professional service delivery is admirable.” - Dr. Prieur du Plessis Previous Investment Committee Chairman Institute of Directors in Southern Africa “Apart from their competence, we appreciate most, the energy and passion they display in dealing with us as their clients. The sound leadership of this team and appreciation for strong values and ethics also reflects in the quality of work and conduct of the rest of the team.” - Tania van Tonder Human Resources Executive PERI “We first entrusted the GraySwan Team with our investment portfolio more than 3 years ago. To date they have been outperforming our expectation by showing consistent growth and exceeding the market average.” - Personal Investor Client Top performing
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Institutional
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Transparent
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Superior service
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Toe ek Junie 2015 aftree, het ek ‘n keuse van drie aftredebeplanners adviseurs gehad om van te kies. Ek en my familie het op GraySwan besluit. As ek vandag terugkyk, is ons nie spyt nie en sou ek beslis dieselfde keuse maak.

In die amper twee jaar wat ons die pad met hulle stap, is die onderstaande opvallend:

  • Die uiters professionele optrede van Duncan, Tania en die res van die personeel waarmee ek al te doen gehad het.
  • Die hoe vlakke van integriteit en eerlikheid.
  • Die beloftes wat nagekom is; alles wat hulle gese het hulle sou doen, het hulle gedoen.
  • Die bekwaamheid van die personeel – hulle is waarlik uiters bevoeg in dit waarmee hulle besig is.
  • Die lae koste wat ek betaal vir die uiters waardevolle diens wat hulle aan ons lewer.
  • Die feit dat hulle my geld bestuur en hanteer asof dit hul eie is.
  • Die nougesetheid en detail waarmee hul hul werk doen – hulle is altyd bereid om die ekstra myl te loop en wil altyd meer dienste aan on lewer.
  • In vergeleke met die biljoene rande wat hulle bestuur, is ons belegging ‘n druppel in die emmer, maar hulle laat ons altyd soos die belangrikste mense voel.
  • Die persoonlike aandag wat hulle aan ons bestee is waardevol – hulle ontsien nie koste om gereeld tot by ons uit te kom nie.

Ek kan GraySwan met die grootste vrymoedigheid aanbeveel aan enigiemand wie hul dienste nodig het.


Colin Puren
Mosselbaai
February 2017

The GraySwan team creates a sense of trust and transparency from the initial meeting which continues to unfold as the relationship develops to provide an individual person or company with outstanding tailored financial services.

The difference with GraySwan is, you deal with a dynamic group of people specialising in their field, not one individual in a large commercial organisation (which is often the case). In those cases , the individual relationship is normally neglected, resulting in an ineffective financial planning situation and financial drag. With GraySwan, management fees and services is an upfront discussion.

GraySwan, by utilising modern tools for analysis, combined with regular communication and portfolio performance reviews, removes the mystery and uncertainty from financial planning.


Peet Strydom
Somerset West
February 2017

Ek het GraySwan leer ken uit hoofde van my posisie as trusteelid van die LA Retirement Fund waar die firma die fonds se beleggingsadviseurs is. Hulle aanbevelings is altyd deeglik nagevors, hou tred met die jongste beleggingsgeleenthede en, waarvan ek veral hou, ondersoek moontlike “buite die boks”. Daarmee saam is die firma se waardes soos integriteit, goeie diens en verantwoordelike beleggings bo verdenking. Toe ek dus moes aftree het ek geen twyfel gehad nie dat ek GraySwan Wealth sou aanstel as my aftreebeplanningsadviseur. Dieselfde diens en waardes het ek ervaar en miskien nog meer so, omdat dit op n persoonlike vlak sigbaar en aanwesig was. Daarbenewens is hulle fooiestruktuur uiters kompeterend.


Isak du Toit
Somerset West
March 2015

Baie dankie aan die personeel van GraySwan vir jul uitstekende diens met die hantering van my persoonlike beleggings. Die advies wat ek ontvang het was van hoogstaande gehalte en het jul dit vir my maklik gemaak om my fondse deur jul te bele. Jul aanbevelings van beleggings vir my spesifieke risiko profiel het my gerusgestel dat my beleggings in veilige hande is. Ek was ook beindruk met die deursigtige wyse wat jul die risikos, kostes en beleggings aan my verduidelik het. Ek het nou n uiters goed saamgestelde beleggingsportefeulje teen baie lae kostes, danksy jul goeie onderhandelinge met beleggingsbestuurders. Jul verskaf n onafhanklike advies wat die klient se belang eerste stel en wat nie verbind is aan spesifieke beleggingsberstuurders of firmas nie. Ek is uiters tevrede en sal jul ten sterkste by enige klient aanbeveel.


Personal Investor Client

March 2015


We first entrusted the GraySwan Team with our investment portfolio more than 3 years ago. To date they have been outperforming our expectation by showing consistent growth and exceeding the market average.  In this bottom-line world where everyone is in a race to line their own pocket, we found the GraySwan Team to be open and honest in their dealings – a rare encounter in today’s financial markets. Personally we would trust no one else to look after our hard earned savings.


Personal Investor Client

March 2015