About Us
About Spencer Financial Services

Spencer Financial Services is an independent multi- and specialist asset manager offering a comprehensive range of investment solutions consisting of private client share portfolios, wrap funds, unit trusts and segregated portfolio management.

In addition, Spencer Financial Services aim to add value by also offering financial advisors full service asset management which features aspects such as client risk profile evaluation, manager evaluation, fund selection and asset allocation. This service is especially useful to financial advisors who do not specialize in investments, or whose book has grown larger than they can manage themselves in a cost-effective manner.

As investing is not without risks, our core focus is risk management. We aim to deliver the best possible results within the constraints of a client’s risk profile, thus ensuring that our clients are not unduly exposed to levels of risk they aren’t comfortable with.

Our management team consists of dedicated investment professionals, each contributing their specialist knowledge gained in the financial industry over the years.

Philip Buys, General Manager, and Elzabe Volschenk, Client Relations Manager, are responsible for client- and investment consultant relationships and investment administration, compliance and human capital respectively.