PSG Wealth Bethlehem & Frankfort

17/06/2026

https://danieldekock.substack.com/p/when-passive-investing-stops-being

“Rational markets” were never really about the absence of exuberance—they were about how quickly it got corrected.

That balance shifts when passive flows dominate.

In a system increasingly driven by index rules, rising valuations can lead to inclusion, inclusion drives forced buying, and forced buying can further reinforce valuations. The feedback loop doesn’t require sentiment—it’s mechanical.

That’s where the risk sits.

Passive investing has clear benefits: low cost, diversification, and discipline. But when trillions are allocated without regard to price, fundamentals, or conviction, the system can become less able to absorb narrative-driven excess.

What was once investor behaviour becomes market structure.
And in that structure, exuberance doesn’t just happen—it can persist longer than it should.

The upcoming AI IPO cycle, including companies like OpenAI and Anthropic, will be a real-time test of how strong those passive feedback loops have become.

Active investing isn’t perfect—but it does something passive systems can’t: it prices risk, disagreement, and conviction in real time.

For decades, passive investing has been sold as one of the safest and most rational ways to build wealth.

05/06/2026

Markets Wrapped: 5 June 🇿🇦🌍

Global forces kept markets on edge this week.
- The Reserve Bank raised rates by 25 bps to 7%
- Oil prices and Middle East tensions lifted inflation risks
- The SARB cut growth forecasts, pointing to higher rates for longer
- The AI boom stayed in focus, with SpaceX’s upcoming IPO drawing attention at an estimated $1.75 trillion valuation
- Anthropic and OpenAI are also on watch as the next big private-to-public market stories

Perspective matters.
- Global events are driving local markets
- Oil, rates, and AI are doing most of the heavy lifting right now
- Volatility can still create long-term opportunity
- Global shocks move fast — disciplined investors stay focused on the bigger picture.

03/06/2026

🚀 Join Our Team | Paraplanner Opportunity – Bethlehem, Free State

Are you passionate about investments, financial planning, markets, and client service? We are looking for an experienced and driven Paraplanner to join our growing team in Bethlehem.

This role offers the opportunity to work closely with a Wealth Adviser, supporting a portfolio of clients while gaining exposure to:
• Financial planning
• Investment and fund research
• Equity analysis and share trading
• Client relationship management
• Market analysis and reporting
• Portfolio administration and cash management
We are looking for someone with strong analytical ability, excellent attention to detail, a passion for investments, and the drive to deliver exceptional client service.

Minimum requirements include:
✔ Relevant financial qualification (or LLB)
✔ RE5 qualification
✔ 3+ years' experience as a Paraplanner
✔ Advanced Excel and PowerPoint skills
✔ Strong technical and administrative capabilities
📍 Location: Bethlehem, Free State

Applications close on 17 June 2026.

Apply via the PSG Careers website (https://www.psg.co.za) or browse available vacancies (https://bit.ly/3bD2iAK) online.

If you are looking for an opportunity to grow your career in wealth management and work with a dynamic team of professionals, we would love to hear from you

27/05/2026

27/05/2026

20/05/2026

Congratulations to our office founder, Danie Du Plooy, on his outstanding achievement and recent commendations at the annual PSG Conference.

Danie was nominated as one of the Top 5 Wealth Managers in South Africa and was also recognised in the Top 10 for PSG Wealth Solutions, Asset Management, and Platform.

What makes this achievement even more remarkable is that Danie is the first adviser in the 15 years of these awards to place in the Top 10 across all three categories.

This achievement is a true reflection of Danie’s dedication, professionalism, and unwavering commitment to excellence in serving our clients. His passion for building lasting relationships and delivering trusted financial guidance continues to set the standard within our industry.

We are honoured to work alongside a leader who inspires excellence and always puts clients first. Thank you, Danie, for your vision, leadership, and the example you set for our entire team.

Congratulations, Danie! We are incredibly proud of you and grateful for the confidence and peace of mind you give our clients, knowing they are in safe hands.

Please join us in congratulating Danie on this incredible accomplishment!

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Baie geluk aan ons kantoor se stigter, Danie du Plooy, met sy uitstaande prestasie en onlangse erkennings tydens die jaarlikse PSG-konferensie.

Danie is aangewys as een van die Top 5 Welvaartbestuurders in Suid-Afrika en is ook erken in die Top 10 vir PSG Wealth Solutions, Asset Management en Platform.

Wat hierdie prestasie nóg meer merkwaardig maak, is dat Danie die eerste adviseur in die 15 jaar van hierdie toekennings is wat in die Top 10 oor al drie kategorieë geëindig het.

Hierdie prestasie is ’n ware weerspieëling van Danie se toewyding, professionaliteit en onwrikbare verbintenis tot uitnemendheid in die diens van ons kliënte. Sy passie om langtermynverhoudings te bou en betroubare finansiële leiding te bied, stel steeds die standaard binne ons bedryf.

Ons is bevoorreg om saam met ’n leier te werk wat uitnemendheid inspireer en altyd kliënte eerste plaas. Dankie, Danie, vir jou visie, leierskap en die voorbeeld wat jy vir ons hele span stel.

Baie geluk, Danie! Ons is ongelooflik trots op jou en dankbaar vir die vertroue en gemoedsrus wat jy aan ons kliënte gee, met die wete dat hulle in veilige hande is.

Sluit asseblief by ons aan om Danie geluk te wens met hierdie ongelooflike prestasie!

15/05/2026

Volatility was back in focus this week as global and local forces pulled markets in different directions.

• The rand weakened while oil prices surged in another round of sharp “yo-yoing” driven by global headlines
• Higher oil adds fresh pressure to SA inflation and keeps the SARB’s rate-cut path uncertain
• Markets are rethinking how much monetary easing is actually possible this year
• Globally, AI remains dominant with NVIDIA Corporation still leading the charge as tech drives equity markets
• Gold cooled after recent gains, while Bitcoin held steady near recent highs

Despite short-term noise, long-term trends remain intact.
Markets move like the ocean — but disciplined portfolios are built to navigate the waves.