A Selection of the Best CAPE TOWN Financial Advisors

Netto Invest (Pty) Ltd
Pinelands

 Jonathan Botha

SPECIALITY: Retirement, Investments, Estate and retirement planning, Business assurance, Offshore Investment, Group Schemes
  • Retirement, Investments, Estate Planning, Life and Disability, Medical schemes, Business Assurance, Offshore Investment, Group Schemes
Borland Financial Services - FG Investment Partner
La Lucia

Mrs Sarah Crone

SPECIALITY: Investment Management and Retirement Planning for high net worth private clients.
  • Retirement, Investments, Estate Planning, Life and Disability, Business Assurance, Offshore Investment
Sean van Zyl & Associates
Pinelands

 Sean Van Zyl

SPECIALITY: Tax consulting, share portfolios, trusts, retirement, insurance, business
  • Retirement, Investments, Estate Planning, Life and Disability, Medical schemes, Short-term insurance, Business Assurance, Offshore Investment, Group Schemes
Netto Invest (Pty) Ltd
Pinelands

 Ryan Winter

SPECIALITY: Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement
  • Retirement, Investments, Estate Planning, Life and Disability, Medical schemes, Business Assurance, Offshore Investment, Group Schemes
Fiscal Private Client Services (Pty) Ltd
Kenilworth

Mr. Gavin Van Dyk

SPECIALITY: Pre-retirement and retirement planning. Helping clients to understand what constitutes "living within their means". We help clients to manage their lifestyle to optimise their choices given their resources.
  • Retirement, Life and Disability, Investments, Offshore Investment, Business Assurance, Estate Planning
Vision Private Wealth
Waterfront (Tyger)

 Ferdi Louw

SPECIALITY: New generation investment advice.( fee based NO Upfront commission) Also accredited PPS specialist advisor.
  • Business Assurance, Estate Planning, Investments, Life and Disability, Medical schemes, Offshore Investment, Retirement, Short-term insurance
4e Financial Services
Durbanville

Mr. Nico-jan Fourie

SPECIALITY: Etate Planning, Business Assurance, Medical Schemes
  • Business Assurance, Estate Planning, Group Schemes, Investments, Life and Disability, Medical schemes, Offshore Investment, Retirement, Short-term insurance
Netto Invest (Pty) Ltd
Pinelands

 Michael Mare

SPECIALITY: Retirement, Investments, Estate and retirement planning, Business assurance, Offshore Investment, Group Schemes
  • Retirement, Investments, Estate Planning, Life and Disability, Medical schemes, Business Assurance, Offshore Investment, Group Schemes
Ngxumza Financial Services
Mandalay

 Mkhululi Ngxumza

SPECIALITY: Financial Planning, Group Schemes, Group Life Cover, Pension Funds, Short Term Insurance, Funeral Cover, Education Plans, Retirement Annuities, Estate Planning,
  • Retirement, Life and Disability, Investments, Short-term insurance, Group Schemes, Estate Planning
Fiscal Private Client Services (Pty) Ltd
Kenilworth

Ms. Kate Brown

SPECIALITY: Pre-retirement and retirement planning. Helping clients to understand what constitutes "living within their means". We help clients to manage their lifestyle to optimise their choices given their resources.
  • Retirement, Investments, Offshore Investment, Estate Planning
Netto Invest (Pty) Ltd
Pinelands

 Cameron Mccallum

SPECIALITY: Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement
  • Retirement, Investments, Estate Planning, Life and Disability, Offshore Investment
PSG Wealth
Tyger Waterfront

 Raul Jorge

SPECIALITY: Advising individual and corporate clients on their financial plans by assessing their assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish strategies for the correct structuring of their financial portfolios.
  • Retirement, Investments, Estate Planning, Life and Disability, Medical schemes, Short-term insurance, Business Assurance, Offshore Investment, Group Schemes
Netto Invest (Pty) Ltd
Pinelands

Mr. Ian James Beere

SPECIALITY: Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement Planning.
  • Retirement, Investments, Estate Planning, Life and Disability, Offshore Investment
Consult Helderberg
Somerset West

Mr. Ivan Moskoff

SPECIALITY: Bespoke Financial Advice on a fee and/or commission basis.
  • Retirement, Investments, Estate Planning, Life and Disability, Medical schemes, Short-term insurance, Business Assurance, Offshore Investment, Group Schemes
Autus Private Clients
Paarl

 Christo Malan

SPECIALITY: Autus is committed to enhancing clients' financial well-being, offering comprehensive services in pre- and post-retirement planning, local and offshore investment strategies, and fiduciary services like Will drafting, estate planning and power of attorney.
  • Retirement, Investments, Estate Planning, Life and Disability, Offshore Investment
Groom Investment Cons, Fish Eagle Fin Plan & GRLI
Edgemead

Mr. Brian Groom

SPECIALITY: Offshore Portfolio compilation and management as well as Offshore Banking and Offshore Trust establishment and Emigration Advice and local portfolio compilation
  • Retirement, Investments, Estate Planning, Life and Disability, Offshore Investment
Henceforward (Pty) Limited
Remotely Throughout SA

 Carl-peter Lehmann

SPECIALITY: Offshore Investing; Helping Retirees with Post-Retirement Income Planning; and Estate Planning - particularly once estates become more complex.
  • Retirement, Investments, Estate Planning, Life and Disability, Business Assurance, Offshore Investment
WMD Consultancies CC
Wellington

 Martin Van Zyl

SPECIALITY: Financial Advise
  • Retirement, Life and Disability, Investments, Offshore Investment, Short-term insurance, Medical schemes, Business Assurance, Estate Planning
Lilian Calitz and Associates
Pinelands

Ms. Lilian Calitz

SPECIALITY: Financial Planning for Post Graduate Professionals, Investment and Retirement planning and Local and Offshore investment portfolio management.
  • Retirement, Life and Disability, Investments, Offshore Investment, Short-term insurance, Group Schemes, Business Assurance, Estate Planning
Netto Invest (Pty) Ltd
Pinelands

Mr. Morne Bezuidenhout

SPECIALITY: Personal Investment and Retirement Planning. Disability and Life Assurance. Estate Planning
  • Retirement, Investments, Estate Planning, Life and Disability, Medical schemes, Business Assurance, Offshore Investment, Group Schemes
Stardustsure PTY
Somerset West

Mr. Ockert Kruger

SPECIALITY: We specialise in all areas of LDV’s and HCV’s as well as GIT
  • Short-term insurance
Bay Willow Investments CC
Cape Town

Mr Brian Winter

SPECIALITY: Investment Planning: Local and Offshore
  • Retirement, Investments, Estate Planning, Medical schemes, Business Assurance, Offshore Investment
WealthUp
Durbanville

 Louis Van Der Merwe

SPECIALITY: Working with clients in transitions, specifically those who recently have lost their spouse or partner
  • Retirement, Investments, Estate Planning, Life and Disability, Medical schemes, Business Assurance, Offshore Investment, Group Schemes
Finmax Financial Services
Western Cape

 Suzanne Du Toit

SPECIALITY: Provide holistic financial advice as an independent Financial Advisor | Financial Planning for the whole family and solutions for business owners and corporates
  • Retirement, Investments, Estate Planning, Life and Disability, Medical schemes, Short-term insurance, Business Assurance, Offshore Investment, Group Schemes
Insync Financial Services (Pty) Ltd
Fish Hoek

 Sonja Linde

SPECIALITY: Lifestyle Financial Planning - Independent Financial Advice on Creating and Protecting Wealth - Retirement, Risk & Estate Planning, Investments, Healthcare
  • Retirement, Investments, Estate Planning, Life and Disability, Medical schemes, Business Assurance, Offshore Investment, Group Schemes
AGM Financial Services Group Pty Ltd
Cape Town

 Dylan Stokes

SPECIALITY: All your Financial needs including: Investments, Retirement Planning, Medical Aid, Commercial Insurance, Short-term insurance, Life and Disability insurance.
  • Retirement, Investments, Estate Planning, Life and Disability, Medical schemes, Short-term insurance, Business Assurance, Offshore Investment, Group Schemes
BKA Wealth (Beyers Kotzé & Associates (Pty) Ltd)
Durbanville

 Petri Beyers

SPECIALITY: Investment Planning and Retirement Planning
  • Retirement, Investments, Estate Planning, Life and Disability, Medical schemes, Short-term insurance, Business Assurance, Offshore Investment, Group Schemes