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Contact information

Contact Number: 021 882 8706
 
Address: 97 Dorp Street, Unit 3, La Gratitude, Stellenbosch
 
Website: http://www.bwm.co.za

About

Andre is based in Brenthurst Wealth’s Stellenbosch and Tygervalley office. He previously worked at Sanlam as a financial planner.

Andre attained a BComm from the University of Stellenbosch, finishing top of the Financial planning class. His postgraduate studies include a BComm Hons degree and a Postgrad Diploma in Financial Planning from the US, as well as an Advanced Postgrad Diploma in Financial Planning (Cum Laude) from the UFS.

He has a passion to help clients take ownership of their finances, generate solutions and grow long term wealth.

Andre is accredited at the FPI and can assist clients in matters pertaining to risk cover, investments, retirement and estate planning.

Company Info

Brenthurst Wealth was announced as the Top Boutique Wealth manager in SA in the 2017 Intellidex Wealth Manager and Private Bank Award. The company has six offices countrywide, providing independent financial advice by experienced and highly qualified financial advisors.

Brenthurst has a predominately high net worth client base consisting of individuals, companies and trusts and provides comprehensive financial planning solutions which include retirement planning, tax planning, investment planning, direct offshore investment, long term insurance, wills and estate planning.

Brenthurst Wealth was one of the first companies to receive the FPI Approved Professional Practice™ accreditation, the premier accolade and recognition of adherence to the highest standards of professionalism and service in the financial planning industry. The Approved Professional Practice™ accolade is only bestowed upon a practice once certain rigorous criteria have been met, which include, amongst others, that at least 60% of the planners are Certified Financial Planners and at least one CFP® professional is a key individual.

The company was established in 2004 and has an established track record of exceptional service to clients and maintains a high client retention rate.

Andre ON MONEYWEB  

A good financial advisor ‘eats their own cooking’

17 May 2019    39
'It’s really shocking how few people have a proper will in place' - Andre Basson, Brenthurst Wealth Management. ...

Can I use tracker funds as part of a living annuity portfolio?

17 January 2019    70
A combination of offshore index trackers, active funds and income funds can be a winning long-term strategy in a living annuity. ...

Andre's VIEWS  

The JSE is cheap … so what?

5 September 2019    65
Skewed performance has left South African multiples muted, seemingly appearing as bargains. ...

Create a financial plan … and act on it

26 August 2019    23
Investors can protect their money by changing the asset class or vehicle an investment is in. ...

Does the JSE offer compelling value?

22 May 2019    36
Many people grapple with the idea that it is perhaps unpatriotic to move investments away from the JSE to markets offshore. ...

Retirement annuities are not the only option

7 March 2019    203
You can also use local and offshore unit trusts, direct share portfolios and endowments to supplement your traditional retirement funds. ...

This building block is a key part of any financial plan

20 September 2018    11
Why risk cover is so important. ...
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