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Contact information

 
 
010 035 1391 / 071 883 2078
 
Daisy Street Office Park
Daisy Street, Sandton
 
https://www.brenthurstwealth.co.za

About

Rocco joined Brenthurst Wealth in 2020 as a Financial Advisor under the direct supervision of Magnus Heystek at the Sandton branch. He has obtained a B.COM (Management Sciences) degree through Stellenbosch University, as well as his Post Graduate Diploma in Financial Planning through University of the Free State. Rocco is passionate about helping clients create long-term, sustainable wealth.

Company info

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.

Rocco on Moneyweb

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Rocco's views

Living annuities vs life annuities: The basics

20 May 2022
It's important to be informed of your different options at retirement. ...

RAs and Regulation 28: What next?

11 Mar 2022
Regulation 28 has been amended to increase the offshore limit. Here is what it means for the retirement savings of ordinary South Africans. ...

Move your money, not your way of life

28 Feb 2022
If you are concerned about your future in South Africa and protecting your financial assets, emigration is not the only choice you have. ...

The big misconception about living vs retirement annuities

4 Feb 2022
Many investors assume that they must first retire from their employment, for many at the age of 60/65, before they can retire out of their retirement annuity and purchase a living annuity. ...

Three horsemen of the money market apocalypse

13 Jan 2022    1
The dangers of holding assets in safe, but low-yielding assets. ...
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