Our story
There are businesses that strive to be leaders, innovators, and pioneers within their field. They talk about vision and purpose, with their mission aimed at building as much wealth as possible. Businesses that push products to drive profit without long-term solutionist thinking for their clients.
So what should you be looking for in a financial advisory company? Well… leaders, innovators and pioneers. But with that, you need a company that is human. Dependable. Family-focused.
One that understands that there is a family behind the word ‘client’ and that when they’re crunching numbers, those numbers represent years of hard work, sacrifices, hopes and dreams. You need a business that remains relevant to you by adapting to new markets and international benchmarks.
You need a company with legacy.
One that is where you are, understands where you’ve come from, and embraces where you want to be.
At APS, we have been doing this since 1999. We understand that your legacy doesn’t begin and end with just you. With a future focused mindset, we structure solutions to ensure continuity in your business, your family and indeed each phase of your life. We have an independent footprint across South Africa and provide our clients with access to opportunities around the world. With steadfast succession plans in place, we’re able to provide you with lifelong support – in your life and your children’s
So whilst it all starts with you, we think beyond what is required from today.
Our history
Analytics started as breakaway multi-manager business from Investec
APS Fiduciary services started and APS CAT II launched
APS Fund of Funds launched
APS Equity launched
Moved to CI Manco
Moved to Hybrid fund offering reducing costs to clients
APS Global Flexible Fund USD launched
APS Global Rand Feeder Fund launched
Covid pandemic - APS survived and assets grew
Addition of full range of offshore funds
Relaunch of legacies for life brand value proposition
APS was born
How we work with you
Continuity and succession planning are essential in both our business and your life.
Our multi-faceted strategy for building lasting solutions at each stage of your life guarantees you’re covered throughout your journey.
Analyse, design and written proposal of your financial plan, covering estate-, tax-, risk- and investment planning
Explanation and monitoring of various strategies and processes
Detail portfolio design and asset allocation to meet individual financial goals
Implement financial plan
Ongoing support, reporting, communication and management to better protect, save and invest
Regular/ongoing reporting and communication
Manage expectations and behaviour
Review financial plan and goals with adjustments
Reach your goal
Meet your team
Our team ensures continuity and consistency at every stage of your journey
Colla Kruger
Managing Director
Japie Neethling
Director
Calvin Kruger
Financial Planner
Leandra Botes
Certified Financial Planner®
Pat Kotze
Managing Director:
Fiduciary Services
Gerhard Roux
Financial Planner
Zane Kruger
Financial Planner
Imke Kruger
Financial Planner
