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

 

 

 

 

JB van der Westhuizen
Chairman: Various Companies
The Van Der Westhuizen Group of Companies has been associated with LUMENROCK (as well as previously with KSE & Associates and Mr Pieter Esterhuizen in his personal capacity) as our auditors for almost a decade. Their services have been of an extremely high professional standard and we are proud to be associated with the group. Their availability and friendly assistance have been immaculate.
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.
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

 

 


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