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Contact information

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

About

Sonia is the head of the Brenturst Wealth Stellenbosch office and was recognised as the Top Financial Adviser in SA in the 2019 Intellidex Private Banks and Wealth Manager Awards.

Sonia has 14 years of experience in the financial services industry. She is a Certified Financial Planner® and holds a B.Com degree obtained at the University of the Free State. She started her career at Magnus Heystek International as financial planning assistant. After a two years with Absa Private Bank, where her focus was on investment and life insurance, she joined Brenthurst Wealth as a financial advisor in 2009. She now focuses on financial planning and investment strategy.

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.

Sonia ON MONEYWEB  

How do I invest in property outside SA?

11 October 2019    91
Buying property offshore might be quite rewarding, but there are some risks to be aware of. ...

Do I still pay my RA advisor’s fees if he’s no longer practising?

29 July 2019    29
The fee would not automatically stop, but you do have options. ...

How do I invest for more income?

8 February 2019    89
And what is a safe amount to draw each month? ...

Hang tight and don’t move assets

26 April 2018    12    34
‘We’ve had a flat three to four years; it’s not worth it to climb out of the market now’ - Financial Advisor Sonia du Plessis, Brenthurst Wealth. ...

How do I invest for a R20 000 monthly income?

20 March 2018    13    321
Three of the biggest risks someone close to, or at retirement faces: longevity, inflation, and the underlying investment assets. ...

TFSAs: Do transfers, dividend reinvestment affect limits?

5 September 2017    43
Does selling one ETF to reinvest in another, reinvesting dividends or withdrawing affect TFSA limits? ...

I’m 50: Is it too late to start saving for retirement?

27 June 2017    83
I have never had the luxury to save for my retirement. I want to contribute to a fund now: is this possible? ...

Ignoring short-term noise for long-term growth

30 March 2017    12
‘You’ve got to go back to what’s the objective of the investment and if there was dollar growth then the investment is doing well’ ...

Pension investment options

2 March 2017    5    32
I'm a 61-year-old widower and plan to retire at the end of this year. My current pension value is R4 122 906.10. If I invest my money in a living annuity and require R20 000 per month, how long will m ...
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Sonia's VIEWS  

No will in place? It will have consequences

18 September 2019    32
Not having a will can have detrimental consequences for dependents. ...

Investor appetite for sustainable investment is paying off

25 July 2019    27
Figure out what's most important to you and work with a financial advisor to find socially-responsible investments that align with your values.  ...

Using a trust effectively

15 July 2019    112
One of the biggest benefits of using a trust is to transfer assets without incurring transfer duties or death taxes. ...

Facts and fallacies of investment

2 May 2019    18
Choosing the most appropriate asset mix for your investment is critical: too much risk and you're vulnerable to volatility and losing money; too little risk could result in lost gains. ...

How to navigate the many investment vehicles

15 April 2019    103
And why it's important to consult an independent financial advisor on your savings goals. ...

Love and money … how to make it a match

11 February 2016    1
Money tips for couples. ...
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