A WELL-CONSIDERED LIFE

About Assupol Wealth

Assupol Wealth has solid foundations. It is a subsidiary of Assupol Investment Holdings (Pty) Ltd, and has been established in partnership with Citadel, South Africa’s leading wealth management company. It is the team at Citadel Asset Management team, who will actively manage your money, building on their outstanding reputation–established over more than 20 years. A client retention rate of 99% is a clear sign of their success.


Our Services

Financial planning and advice

Thinking about wealth is not just for the super-rich. When we meet with you, we’ll draw up a financial plan together. Your financial roadmap doesn’t have to be complicated, but it should be flexible and future-focused. Trust us to be your financial partner for the long-term.

Asset and investment management

When it comes to asset management, we believe that deep insights only come from thorough analysis. That’s why we so effectively combine technology with a team of well-qualified and dedicated experts. We aim to preserve and grow your capital, regardless of what’s going on in the world.

Offshoring

Should your financial plan require global solutions, your advisor has access to investment solutions to meet your requirements. They will facilitate the conversion of your Rands into hard currency.

Retirement planning

Retiring successfully is about finding a balance. It’s not only about your money, but about your family, community, and personal sense of satisfaction. Ensuring that you retire on your terms is at the core of our approach to a well-considered life.

Estate planning

We want to create a legacy solution that’s practical for you and those you care for. That starts with a confidential conversation: understanding your assets, your circumstances, and your wishes.

Trusts

Establishing a trust still has benefits, including asset protection and financial continuity. Your heirs will also have access to funds from a deceased estate immediately, rather than waiting for any legal processes to be finalised.

Wills

It’s crucial to have a formal, updated Will. We can assist with the necessary formalities now–and avoid any uncertainty in the future.


Additional Services:

  • Disability cover – Should you lose the capacity to earn a living because you have become disabled, the right cover will still guarantee you an income.
  • Life cover – As much as we plan, life can be unpredictable. That’s why securing life cover timeously is so important. We can help carefully evaluate the appropriate insurance for you, and your loved ones.
  • Dread disease cover – In case of a life-threatening disease, you’ll need cover for your financial needs as well as your medical ones.


‘Investing smartly allows us to become the best parts of who we are.’

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How We Invest

A personalised approach

In discussion with you, we’ll develop an investment portfolio that matches your approach to risk. Before we commit to any strategy, however, we will first seek to understand your life, and life goals. Please note that Assupol Wealth offer portfolios that are managed on a full discretionary investment mandate only.


Our Products

Assupol Wealth has diverse products to meet all your needs.

  • Retirement funds: Living Annuity
  • Retirement funds: Retirement Annuity
  • Retirement funds: Preservation Fund
  • Discretionary funds: Investment Plan
  • Discretionary funds: Tax-free Savings Plan
  • International Plan
  • Guaranteed Single Premium Income Plan
  • Guaranteed Single Premium Return Policy
  • Life Annuity: Ultimate Income 4Life

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Our Funds

Investing smartly allows us to become the best parts of who we are and live a well-considered life.

  • Citadel SA Income H4 Fund
  • H4 Stable Fund
  • H4 Diversified Fund
  • H4 Managed Fund
  • H4 Growth Fund
  • H4 Worldwide Equity Fund
  • Peregrine Global Balanced Fund
  • Peregrine Multi Strategy Global Fund
  • Citadel Global Equity
  • H4 CPI+6% Fund
  • H4 Fund-of-Funds

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Get in touch with our Wealth Managers:

Elelwani Ravele | elelwanir@assupolwealth.co.za

Katlego Kekana | katlegok@assupolwealth.co.za

Thabo Sesoko | thabos@assupolwealth.co.za

012 470 2500 | www.citadel.co.za


Fees and Transparency

Your total investment cost is made up of an advice fee, a product fee and a fund management fee. All fees are clearly disclosed in our bespoke investment solutions and recommendations to you. Whilst we will always work in your interests, no investment is guaranteed. Investment performance is linked to the underlying investment and therefore the investor carries the risk of an underperforming market.