Aurum Trust
Aurum Trust, a family business, was established in 1990 as an independent financial advisory practice. Our comprehensive services include the following: investment advice and management; retirement planning; medical aid; gap cover; last will and testament; estate planning; income tax assistance; life, disability and trauma cover; and short-term insurance. We are contracted and licensed, and our highly skilled staff have more than 100 years of experience collectively. Strategic alliances were formed with other professionals like attorneys, accountants and fund managers to assist us with any other issues.
FINANCIAL PLANNING
A Holistic Approach
Individual: Customized financial planning to cover the needs of the individual regarding: Life cover, disability cover, trauma, loss of income.
Business: Businesses often fail after a partner and/or their employer dies or leaves the business. There are effective ways of alleviating these problems: Keyman policies, buy and sell agreements, restraint of trade, contingency liability cover.
RETIREMENT PLANNING
Expert Guidance
Retirement planning normally coincides with tax planning. Various instruments are available and the choice typically depends on the tax-effectiveness. Choices available are: Retirement annuities, provident funds, pension funds, preferred compensation, deferred compensation.
Preferred and deferred compensation can also be utilized to maintain employees.
TEAM
Gustav Potgieter Snr., Director/ Senior Financial Advisor
Gustav Potgieter Jnr., Financial Advisor
Beth van der Westhuizen, Short-term Specialist
Zelda Walley, Personal Assistant
Santie Potgieter, Office Manager
Saretha Loughton, Tax Specialist
Aurum Trust was founded during 1990 by Gustav Potgieter. Initially the company only concentrated on investment broking, but has grown into various other fields. With the increasing needs of clients, Aurum Trust also ventured in to life assurance, employee benefits, estate planning, medical aids and other services listed under our services section.
Address: 7a Pastorie Park, Corner of Lourens and Reitz St, Somerset Park, Somerset West 7130, Western Cape, South Africa
Phone: +27 21 851 7011
FAX: +27 86 670 8018
CELL: +27 083 302 1525
EMAIL: gustav@aurumtrust.co.za
