wealth redefined.TM
Our services
Wealth management & financial planning
We believe that proper planning is vital for your journey to financial well-being. We first develop a customised financial plan suited to your needs and financial objectives, then we guide, grow and protect your wealth to ensure that you reach your objectives successfully over time.
Investment management
Our mission is to deliver consistent risk-adjusted investment performance to meet our client’s financial goals, providing them with a better financial future. Our success depends on understanding our investor’s goals and aligning our value proposition with these goals in an ever-changing world.
Tax and fiduciary solutions
Estate planning is a crucial part of any financial plan. We offer a holistic range of specialist fiduciary services customized to the unique requirements of our clients and their families. Our expertise and specialist capabilities enable us to solve all your estate planning needs.
Short-term insurance
Wealth Associates provides short-term insurance solutions tailored to your unique needs. Rely on our expertise and our approach to risk management to safeguard what matters most, whether it’s your property, vehicle, or business.
Stockbroking services
Wealth Associate clients now have access to a dedicated stockbroking service, offering access to various stockbroking solutions to suit the needs of every investor, regardless of expertise, knowledge and understanding of capital markets.
Professional financial advisors
We only partner with advisors who share our passion for the financial well-being of clients, those who uphold the highest ethical and professional standards and who meet our selection criteria and advisors who will embrace our culture.