It’s really clear, the most precious resource we all have is time

Steve Jobs

Our business is the financial wellbeing of our clients. We aim to increase our clients’ financial wealth and give them peace of mind by providing them with sound financial advice and consistent long-term returns. Through this process we hope to form long-lasting relationships with our clients and enable our staff to achieve career fulfilment.

Honesty and Integrity

The strength of our relationships with clients is founded on trust, which stems from absolute honesty and integrity. At all times our clients are assured of full accountability and confidentiality.

Client Focused

We provide better client service than any of our competitors. Our staff are reliable, flexible and always accessible. We go the extra mile to make sure clients are happy, and their needs are met.

Psychological Safety

In order that each staff member can contribute to full potential we foster a culture of psychological safety. This creates an environment which encourages individual contributions and initiatives.

Strive for excellence

Our company is on an exciting path of continuous improvement. We strive for world-class excellence through consistency in professionalism, attention to detail, innovation and digital transformation.

Corporate Social Responsibility

We pride ourselves in an active programme of corporate social responsibility, focused on both community and environmental upliftment.

overberg asset management values

OUR VISION

For our clients to live a life beyond wealth, entrusting us with safeguarding their financial wellbeing.