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Contact information

 
 
082 320 5153
 
Unit 3, La Grattitude Office Building
97 Dorp Street, Stellenbosch
 
https://www.brenthurstwealth.co.za

About

Stefan joined the Brenthurst Wealth team in November 2019 as a financial advisor at the Stellenbosch office. He has obtained his BCom degree in Investment Management and a BCom (Hons) in Financial Analysis from Stellenbosch University and is currently a CFA Level ll candidate. In time he will pursue his studies further in order to obtain his Postgraduate Diploma in Financial Planning.

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.

Stefan on Moneyweb

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Stefan's views

Three lessons to manage investors’ expectations

29 Apr 2022
These points of guidance, coupled with an engagement with an investment professional, can set your investment journey on the right path. ...

Tax efficient offshore investment within a SA trust

1 Mar 2022
A sinking fund allows for offshore allocation within the underlying investments. ...

Make the most of your investment plan with a TFSA

1 Feb 2022
The product allows for capital to compound without any future capital gains tax implications. ...
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