Exceed Asset Management and Exceed Private Client Services

Exceed Asset Management and Exceed Private Client Services are subsidiaries of the Exceed Group. The companies are managed by two experienced financial planners and account managers, Suzette van Niekerk (Somerset West office) and André Ferreira (Tyger Valley office).

Individual analysis and financial planning

A comprehensive analysis of a client’s requirements is performed. It includes the following:

• investigating and analysing a client’s needs and unique circumstances;
• determining a client’s appetite for risk;
• formulating income and/or capital growth requirements;
• developing, maintaining and reviewing written investment proposals;
• completing FSB mandates and application forms;
• implementing the physical investment of the client’s agreed upon financial plan;
• reporting back to the client on a quarterly basis;
• annual feedback for tax purposes.

Exceed Asset Management and Exceed Private Clients are privileged to be part of a larger group. This association allows our financial planners to leverage the extensive skills and resources present in the group, thereby adding substance and dependability to our investment and financial advice.