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

 

 

 

 

Chris Roodt
Chris Roodt
I am the Managing Director of various legal entities; varying from agriculture to residential and business developments. For the past six years Pieter Esterhuizen has been involved with all, baring one, legal entity. I have always received excellent service from Pieter and I am impressed with his personal knowledge of all spheres of business, as well as his professional and speedy response to quer...
BD Boshoff
Director: Bernhoff Boerdery
Pieter Esterhuizen (prior KSE and now LUMENROCK) has been our auditor for the past 17 years. He was the accountant for several of our companies in property development, as well as the farming sector. It was during this period of time that he distinguished himself as a unique financial advisor, who is always capable of doing what is best for each and every company – in every possible situation. H...
Franco van der Westhuizen
Thanks a million - you guys are legends!

 

 


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