What We Do


Every client is unique, and so are our solutions. First, we’ll get to know you and understand your specific needs and unique goals.


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Our Approach

Assured Wealth is more than just another company

With us, its never just business,
it's always personal

Every client is unique, and so are our solutions. First, we’ll get to know you and understand your specific needs and unique goals. Then, we’ll get our in-house experts together and combine their solutions into a single plan that will set you on course to achieve your goals. We act as your personal financial manager, making sure that we stay on track to meet your goals. We will review the plan regularly, to ensure it remains fit for purpose. We are personally invested in your success.

We look at the bigger picture

We see things holistically, our service offering includes all aspects of finance, providing enormous synergies to clients. Our competitors might offer fancy products with clever slogans, we focus on using our expertise in tax, risk management, investment management, and fiduciary services to provide life long solutions to clients.

We put our clients first

With us this is not a cliche, it is the core of who we are. We provide solutions, we don’t sell products. We listen. Always guided by client-specific goals, our solutions are tailored to meet client needs, and achieve client goals. All of the above results in us build long term relationships with our clients.

The way we work

We listen, and understand before we provide advice. If we don’t know, we will find out. We keep it simple, call a spade a spade and do jargon-busting for our clients. We are transparent. We are with you all the way on your journey through life. We look ahead - we are your lookout.

Our Services

What we can offer you

Employee benefits

We provide a full-service offering of employee benefits to clients. The service can include part or all of the following - payrolls, medical aid, group life and disability, income protection, and retirement benefits. We assist employers in understanding the benefits and choosing the best fit for their unique situation.

Equity backed financing

Often, clients require funds for further investment but do not wish to liquidate current investments due to adverse tax consequences, costs, or other restrictions. In these cases, it is often a good idea to borrow funds against a portfolio and to invest these funds in other investment opportunities. This can also be a good diversification tool.

Fees

Our fees are competitive and transparent. We disclose all fees to clients and have no hidden costs.

Fiduciary services

Our fiduciary service offering covers succession and estate planning, but also trustee services, directorships, company secretarial, nominee services as well as executorships. Our commercial experience equips us to handle a wide range of assets and businesses.

Financial planning

Together, we will analyse your current financial position, your personal balance sheet and develop clearly articulated needs and goals. We will then develop a thorough wealth management plan that can be implemented to achieve these goals. Our financial and wealth management plan will cover all areas to ensure sustainable success.

Investment management

With countless investment choices available, we focus on developing clear and efficient investment strategies. Objectivity and meeting clients' needs are far more important to us than to sell products. Our investment philosophy is to ensure good, risk-adjusted returns, in excess of inflation for our clients. We consider all asset classes, globally, when making investment decisions. We believe in investing for the long term, taking advantage of prevailing market conditions where relevant, and inappropriate diversification. Considering your goals, your ability and willingness to take the risk, your tax situation as well as your investment time horizon, we’ll create a personally tailored portfolio to help you to achieve your goals and build wealth over the long term.

Portfolio management

Our offering includes full discretionary managed portfolio's as well as non-managed accounts.

We manage these via a number of products, including:

  • Retirement annuities
  • S12J investments
  • Personal share portfolios
  • Endowments
  • Unit trusts
  • CCM bank accounts
  • Tax free savings accounts

The local and foreign asset classes we manage include:

  • Listed equity
  • Impact investments
  • Government bonds
  • Alternatives (various
  • Corporate bonds
  • Direct property (non-listed)
  • Listed property
  • Private equity
  • Hedge funds
  • Cash

Risk management / assurance

The protection and continuity of client wealth are paramount. Your family and loved ones, your legacy, your business, and assets form the components that must be protected with a well-developed risk management plan. We provide life and disability insurance, income protection, medical aid and gap cover, short term insurance, and liquidity planning as part of the risk management plan.

Tax planning / advisory

Proper tax planning ensures that after-tax returns are maximized, and forms an integral part of a cohesive financial plan. We are constantly looking for the most appropriate tax-efficient structures and strategies without engaging in risky and illegal tax evasion.

Treasury and foreign exchange

We assist clients in managing their cash flows using various money market products and solutions. Part of any diversified portfolio includes an element of foreign exchange. We assist clients in currency conversions.

If you’d like to set up an introductory meeting,

Please get in touch with us.