Wealth Management

Our multi-disciplined team will ensure that all of your financial affairs are taken care of and all of your needs are met, while we continue to grow and preserve your wealth.

You will have direct, personal access to our experienced in-house team of experts in investments, fund management, estate planning, wills and trusts, healthcare and insurance as and when you need it.

We will ensure that your finances are structured as tax-efficiently as possible, that your investment portfolio and asset allocations meet your personal risk profile, objectives and preferences, and that this is monitored and adjusted on an active, ongoing basis.

These services are available to clients with a net worth of R10 million.

Send an Enquiry

Contact us about our Financial Planning services