In this Business Talk with Michael Avery interview, PSG Head of Securities Wendy Myers discusses how to choose the correct investing platform that supports your investment needs.

Myers is a qualified Chartered Accountant with over 20 years of experience in the finance and investing industries.

Myers joined PSG Wealth as its Head of Securities in 2021.

She has also served in several other roles, including being a member of the South African Institute of Stockbrokers since 2000.

Myers begins this interview by unpacking the key features that a great investment platform should have.

She then explains how an investor can transfer their investments from one platform to a superior one.

Myers discusses important considerations that will arise during this process, including costs and the types of accounts the investor should open.

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.