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Contact information

Contact Number: 021-418-1236 / 021-914-9646
 
Address: 29 Chiappini Str, De Waterkant, Green Point, Cape Town
 
Website: http://www.brenthurstwealth.co.za

About

Brian is the Managing Director of Brenthurst Wealth and a Certified Financial Planner®. He started his career in financial planning in 1998 with Magnus Heystek Investment Planning Services and then briefly at Citadel after which he joined Heystek International, which became Brenthurst Wealth in 2004. He is a key individual for Brenthurst, head of financial planning at the Cape Town office and responsible for compliance countrywide. He holds a Post Graduate Diploma in Financial Planning obtained at the University of the Free State and is a member of the Financial Planning Institute of South Africa.

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.

Brian ON MONEYWEB  

How does Reg 28 and the grandfather clause affect my portfolio?

7 September 2017    26
My portfolio needs to be rebalanced, as it's no longer protected under the grandfather clause. What happens if I contravene Regulation 28? ...

Set up a trust to save tax? It may not work anymore

9 May 2017    118
Should we use trusts to hold shares in companies, particularly now with the new rules on trusts? What is the best tax-wise? - Reader’s question answered. ...

If you think your savings will be sufficient for retirement, think again!

7 May 2017    2    5
Higher life expectancy: key factors to consider. ...
SHOW MORE

Brian's VIEWS  

Practical advice for wealth creation

15 September 2017    36
Draw up a budget, which includes a savings plan and investment strategy, then stick to it. Review the situation when circumstances change and amend accordingly. ...

Deadline looms for undeclared offshore assets

25 May 2017    10
Taxpayers who don't use the SVDP to come clean, risk being taxed on the full amount not taxed before, as far back as Sars can raise assessments. ...

Time to come clean about offshore assets

5 October 2016    13
The new global standard on Automatic Exchange of Information will enable governments to recover tax revenue lost to non-compliant taxpayers, and will further strengthen international efforts to increa ...

Elections, the rand and the short-term memory

12 August 2016    2
'The rand’s recent strength isn't a reflection on any home-grown improvements....' ...

Double digits? Unlikely, but not impossible

5 May 2016    1    1
'Investors aiming for higher returns over the next five years should be prepared to stomach more volatility.' ...

Junk status … cash under the mattress?

1 April 2016
Notes on surviving the current storms brewing. ...

Rising interest rates good for some, offshore remains best option

26 January 2016
We are only at the beginning of an increasing interest cycle; any exposure to interest bearing instruments should only form part of a 2016 strategy. ...

If you think your savings will be sufficient for retirement, think again!

9 December 2015
Higher life expectancy: key factors to consider. ...
SHOW MORE
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