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Welcome to Anchor Aspirant

Exclusive investment opportunities & financial planning for young investors

Start your wealth-building journey with confidence. Anchor Aspirant is designed for young, ambitious investors who want to take control of their financial future. From your first investment to long-term planning, we’ll guide you every step of the way—with digital tools, expert insights, and a path tailored to you.

GET STARTED

Want to start your Anchor Aspirant journey?

Follow these simple steps below and start your investment journey today:

1

Start a financial needs assessment

2

Draft a will

3

Open a TFSA

Understand where you stand.
This is your first step toward financial clarity. By identifying your current financial position and goals, you’ll get a clear roadmap of where to begin—and where you’re headed.

Protect what matters.
Even at a young age, having a basic will ensures your assets and wishes are taken care of. It’s a sign of maturity and responsibility—and an essential part of any financial plan.

Grow your money, tax-free.
A Tax-Free Savings Account is one of the most effective tools for young investors. Start now and let compound growth do its thing—with zero tax on the gains.

4

Build an emergency fund

5

Open a Retirement Annuity or Pension Fund

6

Start an investment portfolio

Prepare for the unexpected.
Life happens—unexpected expenses don’t have to derail your progress. A small safety net ensures you won’t need to dip into investments when things go wrong.

Plan for future freedom.
Starting a retirement annuity or pension early means you benefit from years of growth—and generous tax benefits. Your future self will thank you.

Build wealth on your terms.
Whether you’re saving for a goal or just getting started, a diversified investment portfolio puts your money to work. Start small, think big.

7

Speak to a wealth manager

FUNDS

Funds designed for Investors like you

ANCHOR ASPIRANT OFFSHORE EQUITY PORTFOLIO

A global, aggressive equity portfolio, tailored to the needs and risk profile of young investors looking to invest offshore.

The Aspirant Offshore Equity Portfolio is a concentrated version of the Anchor High Street Equity Portfolio. Due to the long-term view taken in constructing the portfolio, there will be periods where it may differ from the Anchor High Street Equity Portfolio. The portfolio is therefore an aggressive equity portfolio, tailored to the needs and risk profile of young professionals. The portfolio invests in global-listed businesses and is ideal for young investors looking to take on a higher degree of risk, in search of potentially high returns.Being a higher-risk investment, it is appropriate for clients with many years of earnings ahead of them and the ability to take on greater risk.

The team

Meet your dedicated wealth managers

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Reko Nare

Wealth Manager
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Nichole Maroun

Wealth Manager

Nathaniel Stride

Wealth Manager

Keiran Witthuhn

Wealth Manager
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Michael van Vuuren

Wealth Manager

Mati Bingudzwa

Wealth Manager
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Henning Holtzhausen

Wealth Manager
Shaun_de_Villiers_profile

Shaun de Villiers

Wealth Manager

Research, Market Updates & Insghts

What content can you expect?

Receive our daily Current Co-ordinates Newsletter

Latest market analysis and insights. Each edition is packed with expertly written commentary, research, and actionable advice from leading industry specialists, designed to keep you informed and ahead in the financial world.

Invites to webinars & events

Unlock premium insights through our exclusive webinars and events, crafted to elevate your investment knowledge and deliver significant value.

Expert research - Relevant tips, insights, trends & market commentary

Unlock exclusive insights, top investment strategies & tips through our expert research aimed at informing and educating.

Explore the latest insights...

Coffee Table Economics with Anchor

Coffee Table Economics (CTE) with Anchor, by Casey Sprake, is distributed periodically. CTE is a compilation of Casey’s research, analysis, and perspectives on key South...

Webinar – Where the Money will be Made 2Q25

On Tuesday (6 May), Anchor hosted its quarterly Where The Money Will Be Made (WTMWBM) webinar, where we discussed our latest strategy report, The Navigator...

SA’s March food inflation outlook: Mild gains, maize relief, and market uncertainty

South Africa’s (SA) March headline Consumer Price Index (CPI) inflation data, released on 23 April, surprised on the downside, coming in at 2.7% YoY –...

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Frequently asked questions

Want to find out more?

C-suite Invest is a premium, personalised investment service designed for senior executives. It offers bespoke financial strategies, global investment opportunities, and lifelong advisory support to help you manage and grow your wealth effectively while balancing your professional and personal goals.

 

You can access a diverse range of investments, including:

  • Global equities and bonds
  • Property investments (local and offshore)
  • Alternative investments (like hedge funds and private equity)
  • Tax-efficient options, including TFSAs and retirement annuities
  • Custom portfolios aligned with your risk profile and financial goals

A financial needs assessment is a personalized consultation with your wealth manager to identify your financial objectives—whether it’s retirement planning, tax optimisation, or capital growth. This process ensures that your investments align with your lifestyle and long-term goals.

During your initial consultation, we’ll conduct a comprehensive risk assessment to align our investment strategies with your personal risk tolerance and financial objectives.

Yes! Your membership extends to your family, giving them access to expert financial advice and personalised wealth management strategies, ensuring their financial security alongside yours.

C-suite Invest provides flexibility, allowing for quick access to your funds depending on the investment type. Your wealth manager will guide you through any withdrawal processes and help you manage liquidity effectively.

Our fees are competitive and transparent, with no hidden charges. You will receive a detailed breakdown of management fees, advisory fees, and any additional costs during the onboarding process.

Getting started is simple:

  1. Book a financial needs assessment with your wealth manager.
  2. Review your personalized investment plan.
  3. Begin your investment journey with ongoing guidance and support.

Contact Us

Speak to a wealth manager today

Speak to a wealth manager to discuss your retirement goals.

WEBINAR | The Navigator – Anchor’s Strategy and Asset Allocation, 2Q24

Anchor CEO and Co-CIO Peter Armitage will host the webinar, provide an introduction to current global and local market conditions and give his thoughts on offshore equities. Together with Head of Fixed Income and Co-CIO Nolan Wapenaar, Pete will also discuss Anchor’s strategy and asset allocation for 2Q24, focusing on global equities and bonds. In addition, Fund Manager Liam Hechter will provide insights into local equities, highlighting some investment ideas; Global Equities Analyst James Bennet will discuss Ferrari and give an update on Tesla, and finally, Analyst Thomas Hendricks will participate in a Q&A with Peter, explaining the 10-year US Treasury to attendees.