Strategic Wealth Management

Wealth Managed in a Strategic Manner
Corporate Planning Investment Planning Retirement Planning Estate Planning

Strategic Wealth Management

 

is a holistic solutions driven financial advisory team that not only celebrates, but draws its inspiration from the diversity of its clients in creating a wealth of offerings designed to compliment the unique aspirations, outlook and values of every single client.

It's the attention to the needs of our clients on a personal level, underpinned by a rich heritage of stability, professionalism, confidentiality and integrity, which places Strategic Wealth in a league of its own.

We have selected to deal with the most reputable financial institutions in South Africa and Internationally, allowing us to offer our clients unparalleled and unbiased "Best Of The Breed" financial advice that is best suited to their personal individual needs.

Services that we provide to both Individual and Corporate Clients include:

  • Local and Offshore Private Banking
  • Estate Planning (incl. Trusts and Wills)
  • Assurance Planning