In this Business Talk with Michael Avery interview, PSG Head of Securities Wendy Myers explains what investors should expect from their chosen investment platform.<\/p>\n\n\n\n
Myers is a qualified Chartered Accountant and boasts over 20 years of experience in financial markets and the investing sector.<\/p>\n\n\n\n
Her financial career began in 2004 when she was appointed as a Global Markets Finance Business Partner by Rand Merchant Bank.<\/p>\n\n\n\n
Myers held this role for over eleven years before being appointed the new COO of FNB Stockbroking and Portfolio Management for Ashburton Investments in 2015.<\/p>\n\n\n\n
She was then appointed COO of FNB Wealth and Investments in 2017, before assuming her current role at PSG Wealth in 2021.<\/p>\n\n\n\n
Myers has held many other important roles in major financial organisations, too, including being a member of the South African Institute of Stockbrokers since 2000.<\/p>\n\n\n\n
Myers begins this interview by unpacking the key features that a great investment platform should have.<\/p>\n\n\n\n
She then explains how an investor can transfer their investments from one platform to a superior one.<\/p>\n\n\n\n
Myers discusses important considerations that will arise during this process, including costs and the types of accounts the investor should open.<\/p>\n\n\n\n
She concludes the interview by outlining a few final considerations for this process, and recommending that investors prioritise platforms that give them access to a financial adviser.<\/p>\n\n\n\n
Watch the full interview with Wendy Myers below.<\/p>\n\n\n\n