Go to top

Truestone Financial Services

We service both private and corporate clientele

Professional Services

These services are tailored to financial institution, Independent Financial Advisors (IFA’s), Fund Managers etc.

Utilise Our DFM Service

Discretionary Portfolio Management

With specifically tailored portfolios to suit your client in terms of their attitude to risk, income or growth requirements. We also offer a range of model portfolios.

Fixed Income Solutions

Third Party Products

In conjunction with our DFM service, we also offer a range of fixed income solutions that can be included in any client investment portfolio. These are widely used by IFA’s and DFM’s

Private Services

The following services are open to the general public.

Invest in Various Opportunities

Model Portfolios

Choose from a range of existing portfolios that match your risk appetite: Cautious, Moderate, Aggressive

Be More Interactive With Your Investments

Advisory Portfolio Management

We offer an advisory service which requires client involvement in each investment decision.

Exchange International Currencies

Forex

We offer highly competitive exchange rates.

Acquire Second Citizenship 

Passports & Citizenship

Our advice program includes the ability to help individuals and families obtain a second passport.

Move Your Company Offshore

Offshore Companies, Trusts & Foundations

Having an income stream overseas in a stronger currency can potentially be a very sound strategic decision.

Open an Offshore Bank Account

Offshore Bank Accounts

We have excellent relationships in place with many of the world’s leading banks

Invest in Property

International Property Investment

Working with a number of the leading developers and international property agents globally.

Move Your Company Offshore

Offshore Companies, Trusts & Foundations

Having an income stream overseas in a stronger currency can potentially be a very sound strategic decision.

Open an Offshore Bank Account

Offshore Bank Accounts

We have excellent relationships in place with many of the world’s leading banks

Invest in Property

International Property Investment

Working with a number of the leading developers and international property agents globally.

How to express interest in our service/product

The first step is to simply email us via any of the contact forms on our website.

One of our professional staff members will get back to you as soon as possible. That’s it.