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Financial Advisers

Expert advice, unwavering support

Your advisory practice is your greatest investment.

At Graviton our mission is to provide you with the support you need to optimise and grow your practice, while giving you the freedom to define your independence as a business owner. Leveraging off the resources of the Sanlam Group, our skills and expertise enable you to focus on providing sound financial advice to your clients in helping them to achieve and maintain financial security.

Your success is our success. Contact us today, and we’ll help you take your business to new heights.

Why Choose to Partner with Graviton?

We understand the challenges involved in running a successful advisory firm. The cost of keeping up with regulatory change, the responsibility of sound investment recommendations, clearly defining your investment philosophy, ensuring integration across your business – these are just some of the stressors we aim to alleviate.

  • Free time to focus on what matters most

    Our compliance and operational support takes the weight off your shoulders giving you more time to focus on your clients, and on ultimately growing your business.

  • Security of an established investment house

    Graviton is owned by Sanlam and, as such, our partners leverage off the extensive resources and intellectual capital within the Sanlam Group, without comprising their independence.

  • Access to carefully researched investment solutions

    We go to great lengths to research, screen and select the best available investment solutions to empower you to make relevant recommendations to your clients.

  • Built-in checks and balances

    Our advice process incorporates a workflow where all regulatory requirements are controlled, checked and saved against each client record.

  • Sustainability for your practice

    A close working relationship with our partners allows for suited succession planning and assistance in the ongoing management of compliance and investment risk.

Investment Planning

Graviton provides you with a range of unit trusts that are carefully screened by an experienced investment team.

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Practice Management

We offer a range of business support services to improve your business’s efficiency and productivity.

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Retirement Planning

Our comprehensive retirement services give ordinary people access to sound and sustainable financial advice.

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Graviton Perspectives

Insights into the markets, the economy, and ever-changing investment legislation.

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