Origin Financial

Wealth Management

Our wealth management services include financial planning, health care and investment management. We aim to provide you with a clear strategy to achieve financial freedom and we do this with the help of our experienced CERTIFIED FINANCIAL PLANNER®.
Investment Planning
A tailor-made solution that includes your needs and lifestyle is created with risk taken into consideration. Investment planning requires more than just buying a few stocks randomly and opening a savings account. In order for us to be able to structure the best plan for you, you need to understand what you want to accomplished with your investment.

At Origin Financial, we listen to each client’s goals when we construct a financial plan to help achieve these goals and to bridge the gap between your current financial position and where you are planning to be. Contact one of our investment specialists today to schedule an appointment.

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Stock Portfolios
A variety of shares and other stocks in both local and international markets are made available to you through Origin. Advice from experts on managed share portfolios is delivered according to the specific needs of our clients.

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Unit Trusts
Unit Trusts are a safe mechanism or financial vehicle, providing flexible terms, premiums and managed structures, making it an incredibly effective financial tool for investing.

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Tax Free Saving Products
A variety of tax-free saving-products are offered with the unique benefit of no tax levies (hidden or otherwise) within the product. Tax-free savings are often used in the instance where maximum premium deductions on retirement funds had already been reached.

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Group Funds and Schemes
Origin Financial has compiled a group funds and schemes that will help you plan for your financial future. When you contribute to a pension or provident fund at an organisation you work for, there must be an identified plan how those contributions will be used to finance your pension in the future to make sure that you have enough money to live on when your retire.

The team at Origin Financial cares about your future. If you need more information about retirement and group funds, make an appointment with a higher skilled consultant. This session is free of charge.

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Savings Plans
Tailor made saving plans to meet the long term needs, or goals of an individual, or family.

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Managed Portfolios
We believe in leveraging the expertise of fund managers and the power of model portfolios to actively manage your investment according to your risk profile, the term of investment and your specific goals. This ensures the ultimate return on investment within the most appropriate cost structures.

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Planning at Retirement
The Origin team ensures that the income needs of clients are thoroughly addressed; taking into consideration the capital accumulated over the years. Advice is structured using living annuities, life annuities or interest income profiles.

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