Financial Services

Service you can bank on

The Transformation Capital Group, along with Rockfin, Myfin and Momentum Investment Consulting, offer you a 360º Financial Service aimed at improving business growth and capital management. We have a “go to the market strategy” which includes both individual and corporate South Africa and the international sphere with significant focus on all levels of an enterprise. We do not only attract but also assist individuals who traditionally have not had access to first generation products and services. Effective exploiting of electronic media and mobile channels has allowed us to offer these new age consumers with affordable products and solutions that add value, whilst minimising any inconvenience normally associated with traditional channels and services.

Why Choose TCG?

Rockfin Wealth Management

Together with TCG, Rockfin focused on building the Wealth Management strategy and brand for the group now, and into the future. The combining of personal planning disciplines, investment management, financial advisory and fiduciary services directly for the benefit of high-net worth clients, remains a key focus area for Rockfin.

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Blue Anchor Underwriting

Acquired by Transformation Capital Group in 2014 and trading since 1998 with a 20 year legacy in the insurance industry. Blue Anchor is a fully fledged underwriting manager through which products are developed across the various licenses including life products , short term risk , investment and value added products that all compliment the group strategy.

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Myfin Financial Services

MyFin’s objective is to be a client centric organization with quality best of breed independent products and solutions designed and aimed at the new age consumer. More and more consumers are driven to the  internet and prefer making their own  choices, single needs analysis and decisions about their finances.

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Cirrus Financial Services

We are committed to helping you fulfill your clients’ lifelong financial needs with relevant and unique solutions to suit their pockets and individual circumstances. We build and maintain lasting relationships with products, processes and service delivery that exceed your clients’ expectations.

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Wealth Management and Brokerage

Our wealth management and brokerage services incorporate financial planning and portfolio management aimed at those who desire the assistance of a credentialed financial advisory and specialists. Wealth managers provide you with proven solutions to help coordinate retail banking, estate planning, tax planning and investment management.

We provide you with wealth creation plans that cover short, medium and long-term investments as well as wealth protection plans that factor in health care cover, risk management and asset protection. By setting goals for needs management programmes, gathering analytical data for analysis , plan development and implementation and finally monitoring of the solution, we are able to deliver cost-effective and fruitful results.

Our unique team-based environment helps you grow your business by providing your clients with access to wealth management products and services offered through Transformation Capital Group. We enable you to deliver powerful value propositions to your clients with flexible and solutions-oriented investment planning.

Transformation Capital Group Wealth Management and Brokerage serves clients’ advisory, brokerage, and financial needs, including investment management and insurance, while Wealth Management specialists provide access to fiduciary investment management, private banking, trust, estate, credit, and integrated wealth management services through Transformation Capital Group. These services are made available through wealth planning, private banking, trust services, investment management, and insurance specialists located in the private bank offices across the world.

Advisory and Consulting

Our expert consultants and advisors analyse your business processes and develop cost effective solutions that increase productivity, reduce strain on in-house resources and add infrastructure that enables your business to flourish. We conduct extensive reports and deliver recommendations with tested, simulated and proven success. We are able to provide your business with the strategy you need on how to manage, maintain and integrate with the best Insurance, Brokerage and Private Equity solutions.

Private Equity

Transformation Capital Group supports investment managers by providing bespoke solutions that enhance their company operations. We also administer complex international investment structures and support companies in expanding and operating abroad.

Our vertically-integrated service delivery model means we can render fund services, sub-fund special purpose vehicle services and also support any underlying companies directly.

We have helped private equity firms and portfolio companies invest and expand in many countries. Our experience includes acquisitions, co-investment, distressed debt, capital markets, restructuring and operational transformation.

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