WealthPro is the first goal-based, online investment portal in South Africa. WealthPro was created with the vision to demystify investments and to simplify the process. The founders realised that investment advisors focused too much on product types like retirement annuities, endowments and unit trusts – and not enough on the ultimate goal of the investment. The reason why people invest and give up their hard earned money is to achieve a certain goal in the future. This is the reason why WealthPro focuses on the goals of the investor. We all want to travel the world or ensure that our children get access to the best education. The problem is we don’t know where to start.
With WealthPro the process is streamlined and simplified. You register and create an account. Once registered you can start to identify all your goals. This is a very powerful step. Taking the time to think about and acknowledge the important issues in your life, will motivate you to start the process. That first step will defeat procrastination and keep you moving forward. You can create as many goals as you wish – the more the better. You can move the goals around and prioritize them.
When you create a goal you can play around with the figures and add a title and a picture to each goal. WealthPro will structure and build the investment based on a range of factors. This will simplify the process for you, as you don’t need to make decisions like what portfolios or investment structure to use. We will assist you with the process.
Once you are happy with the goal and you are motivated to invest, you can kickstart the investment and complete the application process online. All the investments will be placed on the Allan Gray investment platform. Allan Gray is arguably the best investment manager and administrator in South Africa. You can rest assured that your investment will be handled efficiently and professionally by the team at Allan Gray.
All investments that are administered by Allan Gray through WealthPro are unit trust based investments. This means that there are no contractual agreements in place regarding the investment horizon. You can change and amend your investment at any time. This includes changing the goal of the investment, the asset allocation or portfolio selection and the contributions.
The best feature of WealthPro is the ongoing management of your investment. Check in on a regular basis to see how the investment is performing and how you are moving closer to achieving your goals. You can link any other existing investment to WealthPro and thus WealthPro can become your one stop investment portal.
The team at WealthPro is constantly on standby if you need help with any aspect. Our mission is to help you live the life of your dreams.