Acsis is an independent financial services group that guides clients along their journeys in achieving lasting financial well-being. 

Our trusted advice empowers individuals and institutions to understand their financial options.  This enables them to make the right choices on the development and implementation of their financial and investment strategies, based on their unique needs and goals.

Our financial planning and investment management philosophy is based on a sound, robust framework underpinned by ongoing research and international best practice. 

private clients
Together with our strategic partners, some of South Africa’s top independent financial planners, we empower you to achieve financial well-being. Click here for more info.
institutional clients
We assist retirement funds and medical schemes to review, develop, implement and effectively manage their investment strategies.
financial planners
We assist financial planners to grow, run and exit their businesses. Click here for more info.
financial planning club - May 2013


May: financial planning for the sandwich generation

You may be a grandparent concerned that you cannot afford to live independently of your children. Or you may be caught in what is called the "Sandwich Generation" – the growing number of people taking care of their children and aging parents at the same time.



click here to book

acsis participates in the Teach a Child initiative

As part of savings month, acsis once again took part in the South African Saving’s Institute’s (SASI’s) Teach a Child to Save initiative. A number of staff members and some of our strategic partners visited various schools around the country and taught underprivileged kids about the benefits of saving. In addition to this, in Cape Town we also ran a savings drive for the children of Vanguard Primary. This is the second year that we have run this drive as an added incentive so that children experience, first hand, the benefits of saving. Classes were asked to set a realistic savings target and subsequently save towards this goal. acsis agreed to donate an additional R1000 should the classes reach their target in time. Last year the children exceeded their target and we have high hopes that they will do the same again! Thank you to all of those who participated in this empowering initiative.  

acsis supports arbour week

We support National Arbour Week each year because it raises awareness of the value of trees in our society. Trees are invaluable assets and are symbolic of our business philosophy. Planting a tree requires a long-term view and, if nurtured sufficiently, will provide shade and shelter both today and in the future. In 2012, we donated a further 30 trees bringing the total number of trees donated to well over 500.

interest and in the press
Interest (13 May 2013)
Be a saver: pay yourself first (7 May 2013)
Stricter retirement savings needed (5 May 2013)
Newcastle Client Presentations (3 May 2013)
Moving assets into a trust (1 May 2013)

we partner with the best, do you?

At acsis, we have strategic
partnerships
with some of
South Africa’s
leading
independent
financial planners.

click here to find an acsis strategic partner in your area.

industry accolades

Congratulations to Jan-Carel Botha (Ultima Financial Planners) for being named the 2012 FPI/Personal Finance Financial Planner of the Year. We also commend Shaun Latter (Quaestor Wealth Management) and Colin Long (Consolidated Financial Planning - KZN) for making it to the finals. Paul Leonard of Consolidated Financial Planning (PE) was awarded the Media Award and we extend our congratulations to him. Click here to see all our SPs who have won industry accolades.