As a wealth and financial planning specialist, I am passionate about serving my clients by providing sound and reliable financial advice. I have the ability to provide holistic wealth management advice, aiming to find solutions to each client’s financial needs, and tailor them for a better future. It is my utmost priority to make each client’s life and business experience as convenient and seamless as possible. I am a Registered Financial Practitioner™, a member of the Financial Planning Institute of South Africa.
Brenthurst Wealth was announced as the Top Boutique Wealth manager in SA in 2020 and 2017, runner-up in 2016, top three in 2018 and in the top four in 2021 in the Intellidex Wealth Manager and Private Bank Award. The company has eight offices countrywide and one international office in Mauritius, providing independent financial advice from experienced and highly qualified financial advisors.
Brenthurst has a predominately high-net-worth client base consisting of individuals, companies and trusts. It provides comprehensive financial planning solutions which include retirement planning, tax planning, investment planning, direct offshore investment, risk planning, a foreign exchange service, wills and estate planning.
The company was established in 2004 and has an established track record of providing exceptional service to clients, maintaining a high client retention rate.