A Relationship You Can Trust
High levels of client satisfaction and client
retention bear testament to the strength
of AFG's relationships with its clients
Client Focus
Ensuring we understand client's goals
and developing a strategy together
to meet these financial objectives
Investment Guidance
For most of our clients, the focus is capital
preservation followed by growth to ensure
you keep it for many generations
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Financial Planning
The financial planning process starts by identifying your future plans, values, goals and long term objectives
Investment Management
At AFG, we provide bespoke investment management designed to meet the needs and wishes of our clients
Tax & Estate Planning
Lack of planning could result in a large proportion of your wealth being lost to taxes and not your beneficiaries
International Pensions
AFG delivers bespoke international pension solutions to maximise pension scheme value and return
About Us
The Atlas Financial Group was established in 2013 and we now look after the financial needs of our clients on a global basis. AFG is a leading offshore wealth and asset management firm which provides a range of services and expert financial advice to private individuals, families and trustees.
We offer bespoke advice to clients with whom we nurture and value long standing relationships with. Fundamental to AFG’s Wealth Management approach, is taking the time to completely understand our clients outlook on life and how to meet their desired financial objectives.
One important difference is that the advice we give is that of a team rather than the experience and thoughts of one individual. Coupled with this, we carefully use selected technological applications to assist our client’s on their financial journey.
News & Upcoming Events
Quarterly Report – 2021 Q1
My, what a quarter it’s been. At work and play, who isn’t eager for this summer to be the most awesome one ever?
We’re seeing similar pent-up yearnings in an array of analysts’ second-quarter financial forecasts:
- “Open the Door to Optimism for 2021” — BlackRock
- “U.S. Will Be Ready for Liftoff After Mass Vaccination” — Morningstar
- “Outlook 2021: Things Can Only Get Better” — Commonwealth Financial Network
- “2021 Global Outlook: The Second Coming” — Russell Investments
Advantages and Disadvantages of Offshore Investing
Advantages and Disadvantages of Offshore Investing
Because of the numerous benefits of having offshore investments, more and more people and corporations are turning to this option. More than half of the world’s assets and investments are held in offshore jurisdictions and many well-recognized companies, families and governments have investments in offshore locales.
Rand weaker as fiscal, political risks back on investors’ radars
Rand weaker as fiscal, political risks back on investors’ radars
The rand weakened early on Wednesday, giving back some of the gains from the previous session as investors pocketed profits from the risk-on rally, while hopes over easing tensions inside the ruling party faded.
Many South Africans feel uncertain about going offshore with their money
Many South Africans feel uncertain about going offshore with their money
Unpacking the enigma around offshore starts with one simple certainty; nothing in the South African Income Tax or Reserve Bank regulations prohibits South Africans from opening a bank account, investment account or setting up an offshore trust.
Five steps to investing offshore
Five steps to investing offshore
Every South African over the age of 18 who is in good standing with the South African Revenue Service (Sars) may take R11 million offshore annually. R1 million of this allowance (called the Single Discretionary Allowance by Sars) may be used for any legal purpose including travelling expenses, sending gifts, paying for overseas education costs or investing offshore…
The four major advantages of offshore investing
The four major advantages of offshore investing
Moving your finances offshore should not be the response to short-term changes in the local environment or a sudden rand depreciation. However, many South Africans have a history of reacting emotionally and moving funds offshore upon the rand depreciating significantly, therefore often leading to subsequent investment losses.
BHS’s pension deficit has just got bigger
BHS’s pension deficit has just got bigger. How will Sir Philip Green sort it?
“In order to ensure that members of BHS’s schemes receive full pension benefits, Green’s total bill could now be about £717m, valued by the most pessimistic measure which includes the cost of an insurance company taking on the scheme’s liabilities. The last official measure of the deficit showed it was £571m.” Source – www.theguardian.com
Why Choose Us?
Independence
We are able to propose recommendations from the whole of the market
Service
Ensuring clients understand how we manage their money
Management
Monitoring global markets ensuring we match client objectives
Expertise
We strive to offer our client’s a bespoke wealth management solution
Experience
Over the past 20 years AFG has built a reputation for excellence
Compliance
In the pursuit of quality, we have rigorous operational procedures
For expert financial advice you can trust AFG