We’ll smooth out your financial journey,
so that you can focus on life.

Book an appointment with one of our financial planners.

We help you manage financial risks and build wealth to plan for a comfortable retirement and leave a legacy.

testamentary trusts

Important things to know.

Speak to your advisor to see how we can help.

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What We Offer

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Risk Management

This is the first step, which focuses on managing all of your underlying risks. This is the stage when most people get married, buy their first home, have children, and finish their education.

Accumulation

You’re probably comfortably covering your monthly expenses at this time, your risks are well covered, and you’ve become accustomed to your bond payment. As your salary grows, you’ll have more and more disposable income to invest. This is the time to start thinking about the medium- and long-term goals.

Retirement

You’ve completed the Risk Management and Accumulation phase successfully. You have avoided falling into a debt trap and have accumulated sufficient capital and assets to retire comfortably.

Our Management Team

Our subsidiary Firms, Partners, Affiliates, and Advisors recognise the need to add value for their clients, grow their businesses, benefit from greater scale, belong to a group of like-minded professionals, and secure their succession planning.

Marc du Plooy

Jeremy Squier

Theoniel McDonald

Alastair Mackie

Dan Lezar

Gordon Yuill

Mauritz van den Heever

Francois Potgieter

David Hepburn

Book an appointment with one of our financial planners.

Client Value Proposition

Organisation
We help you bring order to your financial life. We assist you by getting your financial house in order at both macro and micro-level of household cash flow.
Independence & Objectivity
We bring independent insight and experience from outside to help you avoid emotionally driven decisions in important money matters. They will be available to consult with you at key moments of decision-making and researching the necessary steps to ensure you have all the information.
Facilitation
We will explore the knowledge that will be needed to succeed given the situation you are in by thoroughly understanding it first, then providing the necessary information and resources to facilitate your decisions and explaining the options and risks associated with each choice.
Accountability
We help you follow through on financial commitments by working with you to prioritise your goals by showing you the steps you need to take and regularly reviewing your progress towards achieving them.
Proactivity
We will work with you to anticipate your life transitions for you to be financially prepared for them, by regularly assessing any potential life transitions that might be coming and creating the action plan necessary to address and manage them ahead of time.
Partnership
We attempt on helping you achieve the best life possible. We will work with you, not just for you. To make this possible, we take the time to clearly understand your background, philosophy, needs and objectives. We work collaboratively with you on your behalf (with your permission) and offer transparency around our costs and compensation.
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Product Partners

Wealth Associates engages a unique selection of Product Partners that are leading industry players, share our vision and passion, develop the best price and service models available for our clients and an engagement built on mutual respect.