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Somerset West (Somerset-Wes)

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Exceed Asset Management Pty Ltd

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Exceed Asset Management Pty Ltd

Overview:

Asset Management

Through Exceed Asset Management we provide financial services across the spectrum of private client requirements. All our activity is scrupulously regulated and managed by an accomplished and experienced financial planner, Suzette van Niekerk (CFP), from our Somerset West office.
Individual Analysis and Financial Planning

Providing the best advice and management to suit our clients’ financial requirements with a comprehensive requirements analysis that includes:

   Investigating and analysing your needs and unique circumstances
   Determining your appetite for risk
   Formulating income and/or capital growth requirements
   Determining your investment and retirement needs
   Developing, maintaining and reviewing written investment proposals
   Completing mandates and application forms
   Implementing the physical investment of your agreed upon financial plan
   Reporting back to you on a quarterly basis
   Annual feedback for tax purposes

Because our private client services are provided from within the larger Exceed group you benefit from a host of expert skills and resources not found in more constrained financial services providers. This not only increases your financial advantage but also means you can depend on a higher level of substance and dependability from our investment and financial advice.

History:

Established in 2000 by the brothers JS and FH Loubser, The Exceed Group, incorporating Exceed Inc (previously known as Tenk Loubser & Associates), exists to offer clients a wide variety of fiduciary and financial services. Members of the auditing profession since 1978 both Loubser brothers had been directors of the international firm PWC. They seized the opportunity to provide the kind of expertise found in a big accounting firm, but with the personal attention only a small firm can offer effectively. Since this time, Exceed has grown to a group structure that spans every accounting and finance requirement, from personal wealth creation to corporate growth strategies, while remaining big enough to count, yet small enough to care.

Our values and beliefs encompass:

   Empowering people at all levels
   Enthusiasm and passion, for our work and our clients’ success
   Entrepreneurial flair and leadership
   The professionalism that gets things right first time
   Respect and sincere caring for each other and our clients
   Integrity, reliability and loyalty
   Diligent attention to detail
   Delivering on our promises

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