We understand that each client is unique, with distinct needs and aspirations. Therefore, we craft solutions that are tailored to your lifestyle and goals, meticulously factoring in risk considerations. Before constructing a financial plan, we delve into understanding your specific objectives. This personalised approach allows us to provide bespoke and flexible financial solutions to all our clients.

Origin Financial offers access to a diverse range of shares and other stocks across local and international markets. Our expert advisers are readily available to provide customised advice on managed share portfolios, ensuring your investments align with your financial objectives.

Unit trusts offer a secure financial avenue with flexible terms, premiums, and managed structures, making them highly effective investment instruments. Our team can guide you through the benefits and strategies of unit trust investments to optimise your portfolio.

Explore a variety of tax-free saving products that offer the unique advantage of no-tax levies tied to the product. These savings vehicles are particularly useful when maximum premium deductions on retirement funds have been reached. Origin Financial can help you navigate these options for efficient tax planning.

Contributing to a pension or provident fund through your employer is a critical step towards securing your future. Our team assists in formulating a clear plan for utilising these contributions to finance your retirement effectively. We ensure that you have a comprehensive strategy to sustain your lifestyle during retirement.

We provide tailored plans to meet the long-term financial goals of an individual or family.

Whether for an individual or a family, we develop customised plans to meet long-term financial objectives. Our approach leverages the expertise of fund managers and the advantages of model portfolios to actively manage your investments. This strategy is aligned with your risk profile, investment term, and specific goals to optimise returns within appropriate cost structures.

A partnership that benefits Origin Clients

Origin Financial has partnered with MitonOptimal South Africa over a decade ago to ensure that your portfolio is constantly reviewed, actively managed and rebalanced when/where appropriate. MitonOptimal South Africa has demonstrated that they have one of the most competitive track records in the industry as a Discretionary Fund Manager. Origin only employs discretionary fund managers who are driven to achieve our investment goals.

What is a Discretionary Fund Manager?

The range of services Discretionary Fund Managers (DFMs) offer varies hugely – from simply providing investment research, to running model portfolios with a set return target, to offering a tailored service to clients with specific investment requirements. But in essence, a Discretionary Fund Manager delivers a professional service by providing investment expertise for clients.

Considering the capital accumulated during your working years, our advisory services focus on ensuring your income needs are met during retirement. We structure our advice around living annuities, life annuities, or interest income profiles, ensuring a sustainable and fulfilling retirement.