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Contact information

Contact Number: 021 914 9646
 
Address: Tyger Waterfront, Waterfront Terraces Block 2
Carl Cronje Drive, Bellville
 
Website: http://www.brenthurstwealth.co.za

About

SUZEAN obtained her FINANCIAL SERVICES ADVISOR™ designation in 2016, also known as the FSA™ designation. She is registered member of the Financial Planning Institute of South Africa. She is a junior financial planner and assists clients with investment planning in our Tygervalley branch. Suzean will be completing the CFP® qualification in 2017/2018. Besides giving advice on investment matters, she is also a Foreign Exchange Consultant.

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.

Suzean ON MONEYWEB  

Offshore investing: How do I navigate wills and tax?

5 October 2017    6    136
Are there issues with foreign investments in the event of one's death regarding separate wills and executors, estate duty, and insurance wrappers? ...

We’ve moved to a more conservative strategy, less aggressive

22 September 2017    10
Long-term investing: ‘We tell clients if you stay invested, you will actually work through those losses and get your gains again’ - Suzean Haumann, financial advisor at Brenthurst Wealth. ...

Suzean's VIEWS  

Choices choices … living annuity or conventional life annuity?

15 January 2018    28
In a lot of cases it would be most beneficial to have a combination of the two. ...
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