Life and Advisory

Personal Financial Planning

Our team of Advisors are all full-time employees or Shareholders of Prestige Wealth Managers (Pty) Ltd. Our Financial Planners provide independent financial advice and take care to fully understand the needs and goals of all our clients to enable us to provide tailor-made financial solutions to ensure that our clients have made sufficient financial provisions in all the aspects of their financial plan.

Through our sophisticated software we are able to access our clients existing policy and portfolio information (which they may have through the different insurers in South-Africa) which enable us to accurately analyse each clients financial situation.

Our services include:

  • Full needs analyses are done to establish each clients different needs
  • Estate Planning
  • Integration of tax planning into each client’s financial plan/portfolio
  • Regular and ongoing portfolio reviews
  • Drafting and safekeeping of Wills

Investment Planning

We offer advice to clients on investment and asset management and identifying effective investment strategies according to the investor’s financial goals. Tax implications and associated risks are taken into consideration for every investment portfolio. All investments are monitored closely and are reviewed with the client as often as agreed to by the advisor and the client. By using the wide range of investment platforms available to us, we are able to offer the client a unique investment portfolio which is not limited to a specific investment house or a single investment type.

Corporate and Business Advisory Services

Through detailed risk assessment we are able to assist our corporate clients in implementing structured solutions to ensure business continuation in close consultation with the clients auditory practice to include solutions with optimal benefit and that are within the tax and legal regulatory framework.

Structures would include:

  • Buy-and-Sell Insurance and the drafting of these agreements
  • Keyman assurance
  • Preferred compensation

Contact Details

Prestige Wealth Managers (Pty) Ltd

Fax: 086 612 6680
Tel: 011 894 4400
Or: 0861 394 395

Address: 47 Lakefield Avenue, Lakefield, Benoni, 1501
Postal: P.O. Box 1448, BENONI, 1500