Investments

“We believe that according the name ‘investors’ to institutions that trade actively is like calling someone who repeatedly engages in one-night stands a ‘romantic’.”  –  Waren Buffett


At LUMENROCK our philosophy is that investments are about the creation and preservation of wealth over the long term.

All our processes are designed to ensure that investors are investing in the correct investment products, and in investment funds that reflect their personal risk tolerance profiles.

We use only the best unit trust fund managers with proven track records, to construct tailor-made portfolios for our clients.


We offer the following products through our associations with some of the leading Assest Management Companies, with access to the whole unit trust universe:   

Pre-Retirement:

-  Unit Trust Investments
-  Linked Investments
-  Endowments
-  Retirement Annuities
-  Guaranteed Products
-  Offshore Investment
-  Umbrella Pension Funds
-  Pension & Provident Preservation Funds

Post-Retirement

-  Traditional Annuities
-  Investment Linked Annuities
-  Discretionary Income Annuities
-  Endowment Policies with Income

 

 

 

 

Hugo de Wet
Business Manager: Gijima
I have known Pieter Esterhuizen, the CEO of LUMENROCK, for more than 10 years. In this time he has been very involved in my business affairs. Pieter is always available to assist me whenever I need his advice. LUMENROCK is a trusted advisor. I trust and value their inputs when it comes to tax structuring or general business advice.
Carl Lategan
Carl Lategan, Alistar (bio-fuel industry)
I make use of your excellent service of having a virtual office for administration, making a start-up company a breeze. - See more at: http://lumenrock.co.za/about/client-feedback#sthash.g9udwoyq.dpuf
Bertu Nel
Louis Oosthuizen Junior Golf Academy
On behalf of the Louis Oosthuizen Junior Golf Academy, we wish to thank LUMENROCK for the outstanding advice and services rendered to the Academy. We value the honesty, professionalism and very high ethical standards of the company, directors and staff. It is a pleasure and honour to be associated and do business with LUMENROCK.

 

 


South African Rand

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OUR  SPECIALISTS

+27 (0)861 873 255


Jaco van Niekerk
Willem Oosthuysen
Nico van der Hoven

 

Tel : +27(0) 86 187 3255
Fax: +27(0) 86 509 4151
Email: info@lumenrock.co.za