Private Wealth · South Africa
I bring your investments, trusts, estate planning, offshore assets and family goals together in one coordinated private-wealth plan.
Who I serve
My private-wealth service is designed for established individuals, families, trusts and business owners who want coordinated advice across investments, estate planning, trusts, offshore assets and family wealth.
You will find this practice particularly suited to you if you have meaningful investable wealth, complex financial affairs or an important financial event requiring careful planning.
Established individuals and families
Business owners
Trusts and family structures
Retirees and people approaching retirement
The challenge
You are uncertain about succession and how to prepare the next generation.
Your trusts, companies and investments are not properly coordinated.
You are concerned about potential estate-duty, capital-gains-tax and liquidity gaps.
Your financial, tax, legal and fiduciary advisers work in isolation from one another.
You struggle to find trusted professionals who understand your complete picture.
Core services
01
I help you decide whether a trust is appropriate for your circumstances, review existing structures, coordinate with attorneys and fiduciary specialists, structure trust investments and remove unnecessary complexity.
02
I review your will and estate plan, estimate potential tax exposure, plan for estate liquidity and review beneficiaries and ownership structures alongside the appropriate specialists.
03
I help you decide how much of your wealth should be invested offshore, reduce excessive South African and rand exposure, select suitable structures and review your existing offshore portfolios.
04
I design investment strategies around your goals, select suitable portfolios, review performance and fees, and invest cash held personally, in your company or in your trust. Fixed and guaranteed investments are considered where appropriate.
Supporting
Structuring retirement income, drawdown strategies and integrating retirement assets with the broader wealth plan.
Supporting
Reviewing life, disability and business cover so protection is appropriate to the wealth being built and the people who depend on it.
Why clients choose to work with me
I deliver advice to you personally, in plain language, and coordinate across the specialists your circumstances require.
I look beyond individual products at your wider financial position.
I consider your investments, retirement, businesses, trusts, estates, tax and family goals together.
I personally conduct all advice meetings and remain responsible for the recommendations made.
I explain complicated matters in clear, practical language.
I challenge unnecessary costs and unsuitable structures on your behalf.
I coordinate with the appropriate tax, legal, fiduciary and offshore specialists on your behalf.
The process
Step 1
We begin with a 45-minute introductory meeting in which I take time to understand your family, assets, business interests, existing structures, concerns and long-term goals. Together we determine whether the relationship is the right fit.
Step 2
Once we have agreed the scope and gathered the relevant information, I identify gaps, risks and opportunities across your financial position and develop a coordinated strategy. I involve the appropriate specialists where required.
Step 3
I implement the agreed recommendations in a clear and structured way. My team may assist with administration, applications and follow-up work. Your plan is then reviewed regularly and adjusted as circumstances, legislation and goals change.
Credibility
Authorised representative of Consult by Momentum.
Stewardship
I believe that wealth should be approached through Godly and biblical stewardship — not simply as something to accumulate, but as a resource entrusted to us to use wisely. Managed with purpose, your wealth can strengthen your family, create opportunities for future generations and make a meaningful difference in the lives of the people and communities around you.
Frequently asked
Next step
Apply for a private introductory meeting so we can discuss your priorities and determine whether there is a suitable basis for working together.