Measuring the value of financial services has evolved significantly in recent years. At ETFSA, in line with the latest research, we believe that the true value of financial services lies in our ability to positively influence your long-term financial success.
1: Low investment fees with a focus on quality advice
While fees are a significant factor in investment, we understand that providing sound advice and reliable service is just as crucial. The popularity of ETFs and index funds underscores the need for cost-effective investment products and many ETFs now feature fees well below 0.2%.
2: Enhancing your compound growth
Savings that compound over time significantly enhance investment growth.Research from globalfinancial services company, Morningstar, confirms that the expense ratio is a reliable predictor of future fund returns.With ETFSA, you’re not just saving on fees—you’re investing in a service dedicated to enhancing your financial growth.
3: Comprehensive investment choices
By structuring our investment processes around low-cost funds, ETFSAsupports you get the best start. We also provide a robust administration platform and regular consultations with advisors to promote optimal asset allocation and tax efficiency.
4: Expert advisory and asset allocation
ETFSA’s advisors are dedicated to linking your financial goals with the appropriate risk profile through strategic fund selection.We are actively available foryou with the capacity to handle your queries.This personalised service ensures your investments are well-structured to meet your life goals, potentially increasing your retirement standard of living substantially compared to high-cost investment options. Echoing this, William F. Sharpe, Economic Sciences Nobel Prize winner, notes in the Financial Analysts Journal, “A person saving for retirement who chooses low-cost investments could have a standard of living throughout retirement more than 20% higher than that of a comparable investor in high-cost investments.”
5: Healthy money relationship
At ETFSA, we focus on fostering a healthy relationship between you and your investments. This means avoiding common financial pitfalls like poor timing in buying and selling. Good investment behaviour and proper structuring are pivotal, potentially adding up to 1.5% in returns over the life of your investment, a figure also confirmed by the Morningstar research.
6: Secure and sustainable investing
Our business is profitable and sustainable, enabling us to enhance our services, improve our offerings and make a meaningful impact in the industry. With ETFSA, your investments are secure. We provide best-in-class reporting and client service, maintaining a safe environment for your funds. Our competitive fee structure ensures you receive great value for your money and feel confident in the effectiveness of your investments.
Choosing the rightfinancial services partnerwill have a profound impact on your financial future.Investing with ETFSA not only gives you great access to low-cost products, we help you embrace the power of real, personalised financial service. With us, you build your wealth, your way.
