Invest for your future and prepare for your legacy

Our PPM invest planning service helps you build wealth, manage risk, and achieve future goals such as education, retirement, or buying a home.

JSE Member Since 1983

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Authorised to trade equities and securities, fully compliant with FSCA regulations.

JSE Odd-Lot Specialist

Appointed by the JSE as Odd-Lot specialist for multiple consecutive years.

LeaderEx 2024 Speaker

Invited speaker at South Africa’s premier business and investment expo.

We are here to help you with

TFSA

Invest up to the legal limit without paying tax on interest, dividends, or capital gains.

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Listed ETFs and ETNs

Place trades directly into the market without broker intervention, giving you greater control and faster execution.

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Krugerrand Storage

Buy and securely store physical gold coins as part of your investment strategy.

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Custody Services

A secure, direct connection for brokers and financial service providers to trade seamlessly through PPM.

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JSE Investor

We act on your behalf to place trades directly on the Johannesburg Stock Exchange.

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Compare our trading services

  • Investment Guidance
  • Market Research
  • Dividend Management
  • Portfolio Tracking
  • Restructuring of Portfolios

Investment Guidance

Tailored advice to help you choose the right investments.

  • Help clients make smart, goal-aligned investment decisions.
  • Tailored support based on your financial needs and risk tolerance.
  • Offered through a dedicated broker or advisor.
  • New or unsure investors needing expert direction.
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Market Research

Key data and trends to support informed decisions.

  • Provide data and insights to inform investment choices.
  • Access to current market trends and asset performance.
  • Available through reports, dashboards, or advisor updates.
  • Self-directed investors who want to make their own calls.
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Dividend Management

Tracks, collects, and reinvests dividend payouts.

  • Manage income earned from shareholding.
  • Automates dividend tracking, payments, and reinvestment.
  • Handled through the platform or with broker support.
  • Income-focused investors and long-term portfolio builders.
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Portfolio Tracking

Monitor how your investments are performing over time.

  • Monitor the performance and value of your investments.
  • Provides visibility into gains, losses, and asset allocation.
  • Viewable via platform or regular statements.
  • Active investors who want to stay informed.
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Restructuring of Portfolios

  • Adjusting your investments to improve returns or lower risk.
  • Optimises asset allocation and investment mix.
  • Done with advisor guidance or on request.
  • Existing investors needing a portfolio refresh or realignment.
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Forecast your future growth

Use our our free calculator to see how your investment will grow





3%
! Disclaimer: This is a simulation only. For advice, speak to a licensed broker.
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Start your journey with us today and get the best in service across industry.

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Document Upload

Upload your required documents securely and quickly. Accepted formats: PDF, JPG.

  • Identification
  • Residential Address
  • Bank Statement
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Open Account

Once verified, your account will be ready. Log in, explore, and start building your portfolio.

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