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Personal Trust Pty Limited

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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

30/10/2026

It's a common misconception that trusts are only there to manage your assets after you've passed away.

In reality, a trust can serve important purposes during your lifetime.

Depending on your circumstances, a properly structured and managed trust can help you:

✔️ 𝗣𝗿𝗼𝘁𝗲𝗰𝘁 𝗮𝗻𝗱 𝗺𝗮𝗻𝗮𝗴𝗲 𝗮𝘀𝘀𝗲𝘁𝘀 for the benefit of your family.
✔️ 𝗣𝗿𝗼𝘃𝗶𝗱𝗲 𝗳𝗼𝗿 𝗹𝗼𝘃𝗲𝗱 𝗼𝗻𝗲𝘀 who may need ongoing financial support.
✔️ 𝗣𝗹𝗮𝗻 𝗳𝗼𝗿 𝗳𝘂𝘁𝘂𝗿𝗲 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 by creating a framework for how assets are managed and distributed.
✔️ 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗶𝘁𝘆 in the management of family wealth as circumstances change.
A trust isn't simply about what happens to your wealth when you're no longer here. It can also be about how that wealth is managed and used 𝘁𝗼𝗱𝗮𝘆.

Of course, trusts aren't suitable for everyone. Their value depends on your personal circumstances, financial objectives and the way they are structured.

𝗖𝗼𝘂𝗹𝗱 𝗮 𝘁𝗿𝘂𝘀𝘁 𝗽𝗹𝗮𝘆 𝗮 𝗿𝗼𝗹𝗲 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻? Our team can help you explore the options:

https://personaltrust.co.za

26/10/2026

Three valuable resources that all play a role in building long-term financial wellbeing.

Financial decisions are not only about money. They also involve how we use our 𝘁𝗶𝗺𝗲 𝗮𝗻𝗱 𝗮𝘁𝘁𝗲𝗻𝘁𝗶𝗼𝗻 - and where these resources are directed consistently can shape our long-term outcomes.

💡 Thoughtful planning, disciplined financial habits and 𝗰𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝘁 𝗮𝘁𝘁𝗲𝗻𝘁𝗶𝗼𝗻 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗴𝗼𝗮𝗹𝘀 𝗰𝗮𝗻 𝗺𝗮𝗸𝗲 𝗮 𝗺𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝗼𝘃𝗲𝗿 𝘁𝗶𝗺𝗲.

22/10/2026

Your first salary can feel like financial freedom. And in many ways, it is.

But what you earn is only the beginning. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂 𝗹𝗲𝗮𝗿𝗻 𝘁𝗼 𝗱𝗼 𝘄𝗶𝘁𝗵 𝗶𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗳𝗮𝗿 𝗺𝗼𝗿𝗲.

Your first few working years are an opportunity to establish habits that can stay with you for decades:

✔ Learn to live on less than you earn
✔ Start saving before your lifestyle expands
✔ Build an emergency fund
✔ Understand where your money actually goes
✔ Begin investing, even if the amount feels small
✔ Avoid letting every salary increase become a lifestyle increase

You don't need a large salary to start building good financial habits. And you certainly don't need to have your entire financial future figured out.

𝗢𝘂𝗿 𝘁𝗲𝗮𝗺 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗽𝘂𝘁 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗳𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻𝘀 𝗶𝗻 𝗽𝗹𝗮𝗰𝗲 𝗳𝗿𝗼𝗺 𝘆𝗼𝘂𝗿 𝘃𝗲𝗿𝘆 𝗳𝗶𝗿𝘀𝘁 𝗽𝗮𝘆𝗰𝗵𝗲𝗾𝘂𝗲 - 𝘀𝗼 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝘆𝗼𝘂 𝗺𝗮𝗸𝗲 𝘁𝗼𝗱𝗮𝘆 𝗰𝗮𝗻 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗯𝗲 𝘁𝗼𝗺𝗼𝗿𝗿𝗼𝘄.

https://personaltrust.co.za

20/10/2026

𝗬𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗱𝗼𝗻’𝘁 𝗵𝗮𝘃𝗲 𝘁𝗼 𝘀𝘁𝗼𝗽 𝗮𝘁 𝘁𝗵𝗲 𝗯𝗼𝗿𝗱𝗲𝗿.

Looking beyond local markets can give investors access to a broader range of companies, industries, currencies and economies - while adding another layer of diversification to a long-term investment strategy.

But investing offshore isn’t simply about moving money abroad. The right approach should consider your objectives, risk profile, tax implications and existing portfolio as part of your broader financial plan.

With professional guidance and a considered approach to diversification, offshore investments can form a valuable part of a well-structured long-term strategy.

𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝘁𝗼 𝗯𝗿𝗼𝗮𝗱𝗲𝗻 𝘆𝗼𝘂𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗵𝗼𝗿𝗶𝘇𝗼𝗻𝘀?

Get in touch with our team to discuss your offshore investment options.

16/10/2026

𝗪𝗵𝗮𝘁 𝗬𝗼𝘂𝗿 𝗣𝗮𝗿𝗲𝗻𝘁𝘀 𝗡𝗲𝘃𝗲𝗿 𝗛𝗮𝗱 𝘁𝗼 𝗣𝗹𝗮𝗻 𝗙𝗼𝗿

The financial world young professionals are entering today looks very different from the one previous generations knew.

A career may span multiple employers - or multiple income streams. Retirement increasingly requires greater personal responsibility. And investment opportunities can extend well beyond South Africa.

𝗠𝗼𝗿𝗲 𝗰𝗵𝗼𝗶𝗰𝗲 𝗰𝗿𝗲𝗮𝘁𝗲𝘀 𝗺𝗼𝗿𝗲 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆. 𝗕𝘂𝘁 𝗶𝘁 𝗮𝗹𝘀𝗼 𝗰𝗿𝗲𝗮𝘁𝗲𝘀 𝗺𝗼𝗿𝗲 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆.

For the next generation, financial planning is about understanding how income, investments, retirement, debt, tax and long-term goals fit together - and starting to make intentional decisions early.

𝗦𝘁𝗮𝗿𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗰𝗮𝗿𝗲𝗲𝗿? 𝗢𝘂𝗿 𝘁𝗲𝗮𝗺 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗽𝘂𝘁 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝗼𝘂𝗻𝗱𝗮𝘁𝗶𝗼𝗻𝘀 𝗶𝗻 𝗽𝗹𝗮𝗰𝗲 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗯𝗲𝗴𝗶𝗻𝗻𝗶𝗻𝗴.

13/10/2026

𝗢𝘂𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗧𝗲𝗮𝗺 𝗜𝘀 𝗚𝗿𝗼𝘄𝗶𝗻𝗴!

We're pleased to welcome 𝗠𝗮𝗿𝗶𝗻𝘂𝘀 𝗠𝗼𝗵𝗿 to the Personal Trust investment team!

As a newly qualified Chartered Accountant, Marinus has decided to embrace the world of investing - and we're excited to welcome him to our team.

Marinus joined us in September and will be involved in various aspects of the investment team's work, including working closely with Andrew Dowse on company research for the Personal Trust Equity Fund and our direct share portfolios.

We're looking forward to seeing him grow in his new role.

Welcome to Personal Trust, Marinus!

📷 Pictured from left to right: Marinus Mohr, Andrew Dowse and Monene Watson.

09/10/2026

𝗪𝗼𝘂𝗹𝗱 𝘆𝗼𝘂𝗿 𝗲𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆 𝗳𝘂𝗻𝗱 𝘀𝘁𝗶𝗹𝗹 𝗯𝗲 𝗲𝗻𝗼𝘂𝗴𝗵 𝗶𝗳 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱𝗲𝗱 𝗶𝘁 𝘁𝗼𝗱𝗮𝘆?

Life changes - and so should your emergency fund.

An emergency fund provides an important financial safety net when unexpected expenses arise. But building one isn’t a once-off task.

As your income, lifestyle and monthly expenses change, the amount you have set aside may need to change too.

It’s worth reviewing your emergency savings from time to time and asking:

𝗪𝗼𝘂𝗹𝗱 𝗶𝘁 𝘀𝘁𝗶𝗹𝗹 𝗰𝗼𝗺𝗳𝗼𝗿𝘁𝗮𝗯𝗹𝘆 𝗰𝗼𝘃𝗲𝗿 𝗺𝘆 𝗲𝘀𝘀𝗲𝗻𝘁𝗶𝗮𝗹 𝗲𝘅𝗽𝗲𝗻𝘀𝗲𝘀 𝗶𝗳 𝗜 𝗻𝗲𝗲𝗱𝗲𝗱 𝗶𝘁 𝘁𝗼𝗱𝗮𝘆?

A financial safety net should keep pace with the life it’s there to protect.

06/10/2026

Most retirement conversations begin with an age.

But age alone tells you very little about whether you're actually ready to retire.
A more useful question is whether your accumulated wealth can sustainably support the life you want without depending on employment income.

That shifts retirement planning away from simply counting down to a date and towards building 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗶𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲 - and, ultimately, 𝗰𝗵𝗼𝗶𝗰𝗲.

Get in touch to start the conversation:

https://personaltrust.co.za

02/10/2026

Feedback like this always brightens our day.

Knowing that our clients continue to have a positive experience with our team is incredibly rewarding.

Thank you for your continued trust in us.

28/09/2026

💡 Building real wealth isn’t always about earning more - it’s about what you do with what you earn.

𝗜𝗻𝗰𝗼𝗺𝗲 𝗰𝗿𝗲𝗮𝘁𝗲𝘀 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆.

But wealth is built by consistently spending less than you earn.
This simple principle remains one of the most powerful drivers of long-term financial success.

As highlighted in 𝘛𝘩𝘦 𝘔𝘪𝘭𝘭𝘪𝘰𝘯𝘢𝘪𝘳𝘦 𝘕𝘦𝘹𝘵 𝘋𝘰𝘰𝘳, living below your means isn’t about deprivation. It’s about making intentional financial choices today that create greater freedom and security for tomorrow.

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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