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Monday 08:00 - 17:00 Tuesday 08:00 - 17:00 Wednesday 08:00 - 17:00 Thursday 08:00 - 17:00 Friday 08:00 - 17:00

Personal Trust Pty Limited

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Personal Trust Pty Limited

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Personal Trust Pty Limited, Investment Management Company, Belmont Office Park, Belmont Road, Newlands.

Helping professionals, executives, business owners and retirees 𝗴𝗿𝗼𝘄, 𝗽𝗿𝗼𝘁𝗲𝗰𝘁 𝗮𝗻𝗱 𝗽𝗮𝘀𝘀 𝗼𝗻 𝘁𝗵𝗲𝗶𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗹𝗲𝗴𝗮𝗰𝘆.

💼 Full-service financial planning | 💰 Investments | 🏛️ Trusts & Wills | 🌍 Offshore solutions

01/09/2026

🌼 𝗛𝗲𝗹𝗹𝗼, 𝗦𝗽𝗿𝗶𝗻𝗴! 🌼

As nature begins to bloom, it's a wonderful reminder that the plans we nurture today can help shape the future we envision. 🌱

From all of us at 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗧𝗿𝘂𝘀𝘁, we wish you a bright and beautiful Spring Day.

27/08/2026

Short-term restraint often creates long-term flexibility.

➡️ Choosing to save instead of spend.
➡️ Choosing to invest instead of upgrade.
➡️ Choosing long-term goals over short-term gratification.

These decisions may seem small in the moment, but over time they can create greater financial flexibility, more opportunities and lasting peace of mind.

Building wealth isn't about living with less forever - t's about making intentional choices today that give you more freedom tomorrow.

24/08/2026

Some of the most important progress in life happens quietly.

You don't always notice the impact of making regular investment contributions. You don't immediately see the value of updating your estate plan or reviewing your retirement strategy. And 𝘆𝗼𝘂 𝘄𝗼𝗻'𝘁 𝗳𝗲𝗲𝗹 𝘁𝗵𝗲 𝗲𝗳𝗳𝗲𝗰𝘁 𝗼𝗳 𝗲𝘃𝗲𝗿𝘆 𝗴𝗼𝗼𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝘁𝗵𝗲 𝗺𝗼𝗺𝗲𝗻𝘁 𝗶𝘁'𝘀 𝗺𝗮𝗱𝗲.

But that doesn't mean progress isn't happening.

Just as a tree grows long before its height becomes obvious, financial security is built through consistent actions repeated over time. Small, disciplined decisions compound into meaningful outcomes.

Trust the process. Stay committed to your plan.

21/08/2026

Many people focus on reaching a retirement age or savings target. But the more important question is:

Will your finances support the life you want to live?

A well-designed retirement plan considers far more than your investment portfolio. It takes into account your goals, expected income, healthcare needs, lifestyle and the legacy you want to leave behind.

At Personal Trust, we work with you to build a retirement strategy that evolves as your life does - helping you make informed decisions today while preparing for the years ahead.

https://personaltrust.co.za

19/08/2026

There is no single answer.

For some families, discussing the contents of a will creates clarity and helps avoid future misunderstandings. For others, the timing and approach require careful consideration.

The more important question is often not what your children know, but 𝘸𝘩𝘦𝘵𝘩𝘦𝘳 𝘵𝘩𝘦 𝘤𝘰𝘯𝘷𝘦𝘳𝘴𝘢𝘵𝘪𝘰𝘯 𝘩𝘢𝘴 𝘴𝘵𝘢𝘳𝘵𝘦𝘥.

Open discussions can help:
* build trust and understanding
* set realistic expectations
* explain the reasons behind important decisions
* reduce uncertainty and potential conflict later on

Every family's circumstances are different, and these conversations should be handled thoughtfully.

If you're unsure how or when to start these conversations, our team of Trust Officers can help you develop an estate plan that protects both your assets and your family's future:

https://personaltrust.co.za

17/08/2026

Based in our Knysna office, Elmari Vosloo has been part of the Personal Trust team since 2012.

Originally from Pretoria, she has built her career around helping clients make sense of the financial world and move towards greater peace of mind.

Outside of work, Elmari is a devoted animal lover and regularly fosters dogs for Cape Dachshund Rescue. She and her husband have been married for 25 years, and their many four-legged children ensures there’s rarely a quiet moment at home.

𝗧𝗮𝗽 𝘁𝗵𝗲 👍 𝘁𝗼 𝘀𝗮𝘆 𝗵𝗶 𝘁𝗼 𝗘𝗹𝗺𝗮𝗿𝗶!

09/08/2026

Today we celebrate the women who lead with courage, care and resilience.

Whether you're building a career, raising a family, running a business, caring for loved ones or planning for the future, your contributions shape stronger families, communities and generations to come.

Happy Women's Day. Thank you for the difference you make every day.

06/08/2026

💡 Beneficiary nominations are easy to overlook, but they play an important role in ensuring your assets are distributed according to your wishes.

Life changes such as 𝗺𝗮𝗿𝗿𝗶𝗮𝗴𝗲, 𝗱𝗶𝘃𝗼𝗿𝗰𝗲, 𝘁𝗵𝗲 𝗯𝗶𝗿𝘁𝗵 𝗼𝗳 𝗮 𝗰𝗵𝗶𝗹𝗱 𝗼𝗿 𝘁𝗵𝗲 𝗹𝗼𝘀𝘀 𝗼𝗳 𝗮 𝗹𝗼𝘃𝗲𝗱 one can all affect whether your current nominations are still appropriate.

Taking a few minutes to review them today can provide clarity and help avoid unnecessary complications for your loved ones in the future.

If you're unsure whether your beneficiary nominations still align with your overall financial and estate plan, our team is here to help.

𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝘂𝘀 𝘁𝗼𝗱𝗮𝘆 𝘁𝗼 𝗿𝗲𝘃𝗶𝗲𝘄 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻:
https://personaltrust.co.za

03/08/2026

🎮 Managing your finances can feel a lot like progressing through a game. Each level unlocks new responsibilities - and new opportunities to build a stronger financial future.

The goal isn't to reach the highest level overnight.

It's to keep making good decisions that move you forward.

𝗪𝗵𝗶𝗰𝗵 𝗹𝗲𝘃𝗲𝗹 𝗯𝗲𝘀𝘁 𝗱𝗲𝘀𝗰𝗿𝗶𝗯𝗲𝘀 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂 𝗮𝗿𝗲 𝘁𝗼𝗱𝗮𝘆?

If you're ready to level up your financial plan, we'd love to help:
https://personaltrust.co.za

31/07/2026

We're grateful to receive feedback like this. 🤗

Providing prompt, professional and personal service is at the heart of everything we do. Our goal is to give every client the confidence that their financial affairs are in trusted hands.

Thank you for allowing us to be part of your journey.

Address

Belmont Office Park, Belmont Road
Newlands
7700

Opening Hours

Monday	08:00 - 17:00
Tuesday	08:00 - 17:00
Wednesday	08:00 - 17:00
Thursday	08:00 - 17:00
Friday	08:00 - 17:00

Telephone

+27216898975

Website

http://www.personaltrust.co.za/

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