Investments

Investments

We at ALPHA CENTAURI believe that investments are not mere calculations on spreadsheets or choosing funds and fund options, it is the key to unlock opportunities and ultimately financial freedom. The thought of investing may scare the average Joe, so why not trust a specialist?

Our director, Mr Percy Mudzusi, has developed the life zone approach. This approach takes into account your monthly income and expenditure, as well as your short-term and long-term financial goals, and it also speaks to your future financial opportunities. Our approach is not only unique to us, but personalised to each client’s unique goals and circumstances. 

Contact us for a consultation.

Investment may include the use of the following investment instruments:

  • Unit trust investments;
  • Portfolio construction;
  • Cash flow projections;
  • Income portfolios;
  • Investor education JSE listed shares;
  • Endowment policies;
  • Investment for education; and
  • Tax and investment advice.

Financial Tools

Capital Gains Tax

Financial Tools

Cash Flow Calculator

GEPF Calculator

Capital Gains Tax