As a partner

Understanding your life journey, your dreams and objectives.

As a Coach

We use financial expertise to develop customised financial life plans.

As an Educator

To explain financial products and concepts in plain English.

What we do

We offer a holistic financial planning approach for individuals, families and businesses which includes:

  • Personal Services
  • Corporate Services
  • Family Office
  • Wealth Management
  • Financial Planning
  • Pre and Post Retirement Planning
  • Investment Advice
  • Investment Management (Local & Offshore)
  • Life Assurance (Including Life Cover, Disability Cover, Income Protection, Dread Disease)
  • Estate Planning (Including Wills & Trusts)
  • Tax Advice, Tax Returns, Tax Planning
  • Medical Aid
  • Succession Planning
  • Buy Sell Agreements
  • Key Man Assurance
  • Group Life/Risk Schemes
  • Corporate Retirement Annuities
  • Retirement Funds
  • Cash Management
  • Deal Structuring
  • Capital Raising & Mezzanine Finance
  • Tax Planning, Management Accounts & Payroll Management
  • Medical Aid Group Schemes
  • Employee Benefits
  • HR Management & Consulting

What we promise to our clients

We promise to offer you quality advice that at all times is in your best interest.

We promise to always offer you maximum value and efficient service at a competitive price.

We promise to honour the trust that you have placed in us, treating you fairly and engaging you in a transparent and professional manner.

We promise to keep our business model aligned with our clients interests, so that we can share a long and mutually beneficial partnership.

Financial Planning Process

The 6 steps to financial planning.

Introduction

consultation regarding your position

Gathering

data and setting your financial goals

Analysis

of your financial position

Life plan

regarding your finances

Implementation

of your plan

Reviewing

and adapting

What our clients have to say about our Absolut Wealth services: