A Selection of the Best CAPE TOWN Financial Advisors

Netto Invest (Pty) Ltd
Cape Town

 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
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
WealthUp
Durbanville

 Louis Van Der Merwe

SPECIALITY: Group Umbrella Funds including Pension Funds and Provident Funds as well as group risk benefits
  • Retirement, Life and Disability, Investments, 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
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

 Lindsay Frost

SPECIALITY: Personal Investment and Retirement Planning. Disability and Life Insurance. Estate and Retirement.
  • Retirement, Investments, Estate Planning, Life and Disability, Business Assurance, Offshore Investment
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
Financial Insight and Guidance cc
Tamboerskloof

Ms Jenny Hall

SPECIALITY: I specialise in Privately Administered Retirement Funds that use the Separation of Services Model to ensure efficiency of cost and service. All Service Providers are strictly compliant with FAIS and FSB Regulations.
  • Retirement, Life and Disability, Investments, Offshore Investment, Medical schemes, Group Schemes, Business Assurance, Estate Planning
Netto Invest (Pty) Ltd
Cape Town

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
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
Cape Town

 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
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
Insurance Partners
Boston, Cape Town

Mr. Marius Carstens

SPECIALITY: Group Funeral Insurance for businesses, churches, funeral schemes etc.
  • Group Schemes
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
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
Weiss & Associates
Parklands

Mr. Steve Weiss

SPECIALITY: Portfolio analysis and restructuring in order to take full advantage of the cost savings from Vitality. Partnership and keyperson assurance as well.
  • Retirement, Life and Disability, Medical schemes, Group Schemes, Business Assurance
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
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
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
NLD Financial Advisory Services
Parklands North

 David Nicol

SPECIALITY: 42 years as a Employee Benefits professional, now specialising in personal investments, pre-and-post retirement counselling.
  • Retirement, Investments, Estate Planning, Life and Disability, 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
Netto Invest (Pty) Ltd
Cape Town

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
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
Rutherford Capital
Bellville

 Tanya Leone

SPECIALITY: Life cover, Dread disease cover, Disability cover, Estate planning, Investments, Retirement planning, Wills
  • Retirement, Investments, Estate Planning, Life and Disability
Crue Consulting (Pty) Ltd
Pinelands

Mr Craig Torr

SPECIALITY: Crue Consulting is an independent, fee-based financial planning practice. We are passionate about helping others achieve their financial goals.
  • Business Assurance, Estate Planning, Group Schemes, Investments, Life and Disability, Medical schemes, Offshore Investment, Retirement, Short-term insurance
Elevation Wealth
Durbanville

 Heidi Vorster

SPECIALITY: Tax structuring of Investments, Offshore Investments & Business Investments in order to reach financial goals
  • Retirement, Investments, Estate Planning, Life and Disability, 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
Safinplanners
Goodwood

 Clarence Sparks

SPECIALITY: Life & Disability Solutions, Retrenchment & Income Protection, Corporate Pension and Provident Funds, Investment & Retirement Planning
  • Retirement, Investments, Estate Planning, Life and Disability, Short-term insurance, Group Schemes
Momentum Consult Helderberg
Somerset West

Mr. Ivan Moskoff

SPECIALITY: Professional & Personal Bespoke Financial Advice.
  • Retirement, Investments, Estate Planning, Life and Disability, Medical schemes, Short-term insurance, Business Assurance, Offshore Investment, Group Schemes
Finmax Financial Services
Durbanville

 Suzanne Du Toit

SPECIALITY: Provide holistic financial advice as an independent | Financial Advisor
  • Retirement, Investments, Estate Planning, Life and Disability, Medical schemes, Short-term insurance, Business Assurance, Offshore Investment, Group Schemes
Netto Invest (Pty) Ltd
Pinelands

 Gareth Leonard

SPECIALITY: Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement
  • Investments, Estate Planning, Business Assurance, Offshore Investment
WealthUp
Durbanville

 Andre Jansen Van Vuuren

SPECIALITY: Risk Structure - Personal and Corporate Investments Structures - Savings and Retirement
  • Retirement, Investments, Estate Planning, Life and Disability, Medical schemes, Business Assurance, Offshore Investment, Group Schemes