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Contact information

Contact Number: 011 447 6916
 
Address: Rosebank Terrace, Ground Floor, 23 Sturdee Avenue, Rosebank.
 
Website: https://rosebankwealthgroup.com/

About

Alwyn has worked in the investment, insurance, property investment and financial planning industry, both in South Africa and in the US since 2005. He joined Rosebank Wealth Group in 2017. Previous employers include Attooh Financial Wellness and Treoc.com Risk Managers, amongst others. He has an Advanced Certificate in Financial Planning from PSG Academy. He believes that investing discipline, dispassionate behaviour and appropriate choices are fundamental to achieving investment goals.

Company Info

Rosebank Wealth Group is an owner managed, family wealth management firm that specialises in looking after High Net Worth individuals and families. We also assist young, aspiring professionals with their financial planning. We look after approximately 80 family units. We believe that a family’s financial position needs to be managed with the same amount of commitment and effort as is ordinarily applied to a well-run business and as such we assist our clients in organising their affairs in terms of regulation and compliance, risk management, liquidity management and  their income needs.

We aim to be independent in every sense of the word and as such put our clients’ interests first in everything we do. We have made use of alternative assets classes, including local and offshore hedge funds along with more traditional asset classes in the past and are confident that this knowledge and experience will stand our clients in good stead as more and more hedge funds embrace the regulated environment in South Africa.

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Alwyn ON MONEYWEB  

How much do I need to invest for a monthly income below the tax threshold?

25 March 2021    13    320
Two advisors tackle this reader's question. ...

What are tax implications of an offshore ETF portfolio held in a wrapper?

11 March 2021    12    48
Policy owners are not responsible for the personal tax administration of the insurance policy. ...

Alwyn's VIEWS  

Should you consider investing in property to protect against inflation?

12 May 2021    2    125
We urge caution when making property investments at this time, despite the low rate of interest and marketing from property developers. ...

Changing marriage patterns and their impact on financial planning

14 April 2021    28
A newly married couple should have a shared vision of their future and be prepared to work as a team. ...

What does inflation do to your investments?

22 February 2021    1    31
Cash investments tend to perform poorly when inflation is rising. ...

Choosing your new financial advisor via Zoom

20 January 2021    30
What role do snap judgements make when interaction and assessment take place in a Zoom meeting? ...

Recommended: A ‘post-Covid’ stock take with your financial advisor

16 November 2020    25
During periods of change, clients should review their investment portfolios and make the necessary changes to ensure that their investments are ‘fit for purpose’ for the years to come. ...
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