OUR UNIQUE PERSPECTIVE

ALLOWS US TO SEE OPPORTUNITIES OTHERS DON’T

What we do

As an investment specialist and wealth management company we focus on seeking out unique investment opportunities for clients that enable them to grow their funds in excess of inflation. We use our SECURED PROCESS, developed over the last 20 years, along with 75 years of collective management experience, to make every investment decision. We only make a recommendation if it’s something we are prepared to invest in ourselves.

LET'S CHAT

Investment opportunities

We pride ourselves in having a long and successful history of bringing a unique and valuable approach to our clients’ investment portfolios. Once our research confirms a high conviction we aim to maximise the opportunity with a increased investment allocation. This has consistently delivered better outcomes for clients portfolios.

Thank you so very much on your friendly and efficient service. I really appreciate your assistance and I will definitely refer clients to you in the future.

Graham

You have taken service excellence to new level, and I will definitely recommend you.

M P Holste

Thank you for your very friendly and professional service. There were no hidden costs and no false stories. I thank you once again and I would definitely recommend your company to any prospective client.

Cheryl

Pre- and post-retirement investing

We take pre- and post-retirement seriously. Yield Capital takes great care in evaluating retirement portfolios ensuring it meets the investment outcomes needs of each client. The focus is to minimise the effect of inflation eroding purchasing power.

Retirement Income versus capital preservation versus capital growth is on the forefront of our discussion with clients. Our SECURED PROCESS ensures we focus on capital preservation before we look to improve their investment outcomes.

Restructuring a client’s assets may increase their retirement income, allowing them and their family to enjoy a wealthier lifestyle.

I would definitely recommend Yield Capital to my friends and family, they keep their word.

Tukise

Baie baie dankie….julle werk is uitstekend..jul diens is wonderlik..ek sal baie mense aan beveel om jul te gebruik..ekt nog nooit sulke wonderlike diens van enige iemand af gekry nie..baie baie dankie vir al jul moeite en werk…ek wardeer dit bitter baie..uit my Hart uit..n geseende dag vir jul almal.

Marelize

Policy Trader – a division of Yield Capital

Policy Trader is Yield Capital’s division specialising in solutions to provide liquidity for restricted endowment policies, and other qualifying assets.

Policy Trader gives clients the opportunity to increase their cash flow at a better rate than they would potentially get through tradition financial institutions.

They help clients turn their restricted policies into cash, so that they don’t have to wait until the maturity date.

LET'S CHAT

Type of investments we purchase at Policy Trader

  • Restricted endowment policies
  • Secondary market structured products
  • Units/shares in closed-end property funds
  • Preference shares
  • Collective investments