WEALTH CREATION
AND MANAGEMENT

CORPORATE
CONSULTING

CHRIS FERGUSON

Chris is your Exclusive Wealth Advisor who is able to expertly guide and advise you on growing your investments. He keeps an eye on the latest financial trends and is committed to partnering with you to create innovative solutions that meet your individual needs.

Chris started his career at Standard Bank in 2005 and was involved in structuring investments for many large institution funds in excess of R1 billion. He was part of the top 30 planners at Standard Bank for seven consecutive years.

He holds a Post Graduate Diploma in Financial Planning from the University of the Free State. He’s a practicing Independent Certified Financial Planner® and a member of the Financial Planning Institute of South Africa.

SHARELLE OLIVER

Caring, integrity and honesty are in Sharelle’s DNA, and both clients and co-workers benefit as a result. As a Boutique Financial Services company, Ferguson Advisors takes a more personal approach to its clients and employees, which is reflected in Sharelle’s caring work ethic.

Sharelle holds the position of the Head of Admin/Service support for the last two years, gaining her experience from eight years working in Retail at Standard Bank.

WEALTH CREATION & MANAGEMENT

WILL AND ESTATE PLANNING
Meet with us to discuss your will and estate planning to safeguard your family’s future financial security in a tax and cost friendly structure in line with your wishes.

INVESTMENT GOALS
We’ll work with you to make sure your investments grow in line with your expectations and time lines.

RETIREMENT PLANNING
We’ll make sure your retirement is secure, setting and reviewing your financial goals to ensure the best possible outcome.

INVESTMENT PORTFOLIO
We’ll sit down with you on a regular basis in order to review your financial portfolio in line with current trends, costs and tax efficiencies to make sure you get the most of out your investments.

RISK PROFILING
We undertake extensive risk profiling to make sure your investments grow your wealth in line with your future vision.

CORPORATE CONSULTING

BUSINESS VALUATION
We’ll undertake an independent valuation of your business in order to assess its fair market value.

BUSINESS RISK ASSESSMENT
We’ll complete a legal and financial due diligence of your business to make sure that all risks are mitigated.

BUSINESS STRATEGIES
We’ll work together with your management team to maximise efficiencies and reduce risks across your business.

BUYING OR SELLING A BUSINESS
We help business owners buy and sell businesses ensuring that the best price and benefit is achieved for all parties.

CAPITAL RAISING AND DEBT RESTRUCTURING
Our capital raising and debt restructuring expertise helps expand businesses and facilitate entry into new markets.

TESTIMONIALS

“Young, competent, vibrant and get things done.”

Henry White, Previose COO of a Listed Coal Mining Company

“Chris has been my Financial Advisor for nearly 10 years. In that period he provided excellent advice and managed both my local and offshore portfolios in a way that yielded more than satisfactory growth. I admire his professionalism and his positive attitude.”

Sergei Posokhov, Current Technical Engineer for International IT company

“Working with Chris is always a pleasure. His combination of extensive capital investment experience and his passion for everything he does, gives him an unmatched skillset. Chris understands how the financial industry works strategically, but has also sharpened-up his technical know-how and can comfortably communicate his portfolios effectively. He is always willing to share his knowledge and experience, whether it be through one-on-one meeting or participating at high level conferences. As always, his passion for achieving successes shines through.”

Johan Brand, CEO of African Carbon Energy

“We have dealt with Chris Ferguson, an independent financial advisor for the past six years and consider his advices, expertise and input to be invaluable. He is a man of integrity and high repute.”

Jeff Salant, Salant Attorneys

“I have only ever received the most courteous, friendly, customer centric and speedy assistance from Chris and Sharelle.  It is a pleasure to be their customer and know that my interest and that of my family (who are also customers) takes preference over their own personal interest. I can fully recommend this team.”

Les Barrett, Standard Bank

APPROVED SERVICE PROVIDERS

BROWNIES & DOWNIES

We’re exceptionally proud to be a monthly sponsor of the Brownies & downies initiative in Cape Town. It is a training centre for people with intellectual disabilities and a vessel to create change and acceptance in the South African culture. Special needs young adults are trained to be employable in the hospitality, service and retail sectors. The programme operates under the auspices of the Down Syndrome Association of the Western Cape.

CONTACT US

607 6th Floor, Icon Building,
24 Hans Strijdom Ave,
Foreshore,
Cape Town, 8001

cell | 082 301 0639
telephone | 021 412 1549
fax | 086 212 7923
mail | chris@fergusonadv.co.za

FSP License Number | FSP48167

© Copyright - Ferguson Advisors Designed and developed by Sunshinegun