Executive Director:

JEREMY SQUIER

Executive Director:

MARC DU PLOOY

The Wealth Associates Portfolio Range

With investments, risk simply reflects a level of uncertainty. That is, the higher the risk of an investment, the less certain the outcome. Achieving returns much lower than expected may have negative consequences to an investor. The main purpose of the Wealth Associates Portfolios is to ensure that our clients are compensated over time for the uncertainties of investing. Markets have become more complex.

Whilst common sense and experience remain the primary drivers of good investment decision-making, the role of “science” is increasingly becoming a critical ingredient in the “art” of investing. Significant strides have been made in portfolio construction technology and Wealth Associates have adopted an approach that blends experience built up over the years with global leading-edge technology.

Brochure

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Our Team

Mauritz van den Heever

Managing Director | Wealth Manager

Mauritz started his career with Sasfin Securities in 2005 and subsequently moved to Wealth Associates Bespoke Solutions in 2007.

Mauritz practices as a wealth manager at Wealth Associates Bespoke Solutions, specializing in wealth management, retirement planning, portfolio structuring, risk management and estate planning.

Mauritz van den Heever

Managing Director | Wealth Manager

Mauritz started his career with Sasfin Securities in 2005 and subsequently moved to Wealth Associates Bespoke Solutions in 2007.

Mauritz practices as a wealth manager at Wealth Associates Bespoke Solutions, specializing in wealth management, retirement planning, portfolio structuring, risk management and estate planning.