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THE DIRECTORY OF CHOICETM
A Selection of the Best CAPE TOWN Financial Advisors

 Scott McLaren

Scott McLaren

 I specialize in wealth creation and wealth protection by providing holistic planning in order to help my clients reach true economic freedom.

  • Retirement Planning,Life and Disability Assurance,Investments,Medical schemes,Group Schemes,Business Assurance


GraySwan Investments
#
Somerset West
Mrs Mart-Marie De Jongh

Mart-Marie De Jongh

 Investment Consulting and
Financial Planning

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Group Schemes,Business Assurance,Estate Planning


 Andrew Ludwig

Andrew Ludwig

 BLACK ONYX is a regulated Hedge Fund specialist, assisting wealth advisors with their business development and experienced investors with portfolio construction

  • Retirement Planning,Investments,Offshore Investments,Estate Planning


Mr. Gavin Van Dyk

Gavin Van Dyk

 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 Planning,Life and Disability Assurance,Investments,Offshore Investments,Business Assurance,Estate Planning


Ms. Kate Brown

Kate Brown

 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 Planning,Investments,Offshore Investments,Estate Planning


Adviceworx
#
Somerset West
Mnr. Okkie Slabbert

Okkie Slabbert

 Wealth management (accumulation, protection, enjoyment and eventual transfer of wealth). Optimal ownership of assets,tax planning, business structures, risk

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


Featured Financial Advisor

Martin Van Zyl

 Financial Advise

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Business Assurance,Estate Planning


Ms. Lilian Calitz

Lilian Calitz

 Financial Planning for Post Graduate Professionals and
Local and Offshore investment portfolio management.

  • Business Assurance,Estate Planning,Group Schemes,Investments,Life and Disability Assurance,Offshore Investments,Retirement Planning,Short term insurance


4e Financial Services
#
Durbanville
Mr. Nico-Jan Fourie

Nico-Jan Fourie

 Etate Planning, Business Assurance, Medical Schemes

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


 Mkhululi Ngxumza

Mkhululi Ngxumza

 Financial Planning, Group Schemes, Group Life Cover, Pension Funds, Short Term Insurance, Funeral Cover, Education Plans, Retirement Annuities, Estate Planning,

  • Retirement Planning,Life and Disability Assurance,Investments,Short term insurance,Group Schemes,Estate Planning


Mr. Ivan Moskoff

Ivan Moskoff

 Personal, Professional & Bespoke Advisory.

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


 Lore Winter

Lore Winter

 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 Planning,Investments,Offshore Investments,Estate Planning


 Michal Calitz

Michal Calitz

 Investment, wealth creation and financial planning.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Business Assurance,Estate Planning


Mr Brian Winter

Brian Winter

 Investment Planning: Local and Offshore

  • Business Assurance,Estate Planning,Investments,Medical schemes,Offshore Investments,Retirement Planning


Mr. Morne Bezuidenhout

Morne Bezuidenhout

 Personal Investment and Retirement Planning. Disability and Life Assurance. Estate Planning

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Estate Planning


 Ryan Winter

Ryan Winter

 Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Estate Planning


 Abby Wilson

Abby Wilson

 Holistic financial planning, with a focus on both protecting and growing your wealth. Retirement Planning, Investment Planning, Income Protection, Medical aid.

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


Aurum Trust
#
Somerset West
 Gustav Potgieter

Gustav Potgieter

 Passionate about working with young upcoming professionals to protect their current income and assets, while helping them build their future wealth.

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


 Pierre Taljaard

Pierre Taljaard

 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 Planning,Investments,Offshore Investments,Estate Planning


Mr. Brian Groom

Brian Groom

 Offshore Portfolio compilation and management as well as Offshore Banking and Offshore Trust establishment and Emigration Advice

  • Estate Planning,Investments,Life and Disability Assurance,Offshore Investments,Retirement Planning


 Heather Crowson

Heather Crowson

 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 Planning,Investments,Offshore Investments,Estate Planning


Octofin Consult
#
Somerset West
 Jaco Oosthuizen

Jaco Oosthuizen

 Estate Planning , Group schemes and Pension/Provident Funds , Life - , dissability and retirement Planning , Investments , shortterm Insurance

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


 Wessel Botha

Wessel Botha

 Holistic Financial Adviser, Specialising in Estate Planning and Personal and Business Risk Planning

  • Business Assurance,Estate Planning,Investments,Life and Disability Assurance,Offshore Investments,Retirement Planning


Linda C Mannix
#
Durbanville
 LINDA MANNIX

LINDA MANNIX

 Collective investment schemes (unit trusts), share portfolios, employee benefits - Investment /Risk

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Ms Jenny Hall

Jenny Hall

 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 Planning,Life and Disability Assurance,Investments,Offshore Investments,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Mr. Ian James Beere

Ian James Beere

 Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement Planning.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Estate Planning


Stardustsure PTY
#
Somerset West
Mr. Ockert Kruger

Ockert Kruger

 We specialise in all areas of LDV’s and HCV’s as well as GIT

  • Short term insurance


 Cameron McCallum

Cameron McCallum

 Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Estate Planning


Simon Marais CFP
#
DURBANVILLE
Mr. Simon Marais

Simon Marais

 Retirement Planning, Employee benefits, Business assurance, key man, buy and sell, dread disease

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Medical schemes,Group Schemes,Business Assurance,Estate Planning


 Petri Beyers

Petri Beyers

 Estate Planning and Retirement Planning

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Business Assurance,Estate Planning


Stellenbosch Wealth
#
Stellenbosch
 Kenne de Kock

Kenne de Kock

 Financial Life-Planning , Investment Management

  • Retirement Planning,Investments,Estate Planning,Life and Disability Assurance,Medical schemes,Offshore Investments


Weiss & Associates
#
Parklands
Mr. Steve Weiss

Steve Weiss

 Portfolio analysis and restructuring in order to take full advantage of the cost savings from Vitality. Partnership and keyperson assurance as well.

  • Retirement Planning,Life and Disability Assurance,Medical schemes,Group Schemes,Business Assurance


Mr. MARIUS CARSTENS

MARIUS CARSTENS

 Group Funeral Insurance for businesses, churches, funeral schemes etc.

  • Group Schemes


Mrs. Debbie Netto

Debbie Netto

 Investment and Retirement Planning. Disability and Life Assurance. Estate Planning.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Estate Planning


PSG Wealth
#
Durbanville
 Wilfred Diedericks

Wilfred Diedericks

 Investments & Retirement.

  • Retirement Planning,Investments,Estate Planning,Life and Disability Assurance,Business Assurance,Offshore Investments,Group Schemes


 Sonja Linde

Sonja Linde

 Lifestyle Financial Planning - Independent Financial Advice on Creating and Protecting Wealth - Retirement, Risk & Estate Planning, Investments, Healthcare

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Featured Financial Advisor

Ivan Krug

 Gap cover, medical aids, Dental cover, Life cover, Estate Planning, Overseas Investments

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


Mr Craig Torr

Craig Torr

 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 Assurance,Medical schemes,Offshore Investments,Retirement Planning,Short term insurance


Aurum Trust
#
Somerset West
 Gustav Potgieter

Gustav Potgieter

 Certified Financial Planner, practicing in all fields of financial planning, with a preference for investments, tax planning and retirement planning.

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


Vital Consult
#
Cape Town
Mr. Kenny Williamson

Kenny Williamson

 Life Assurance and business assurance.
Medical aid through Discovery Health Medical Aid.

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


 Fred Watermeyer

Fred Watermeyer

 Income protection, Investments, Life assurance Drafting of Wills, Retirement Planning,

  • Retirement Planning,Life and Disability Assurance,Investments,Business Assurance


Vision Private Wealth
#
Waterfront (Tyger)
 Ferdi Louw

Ferdi Louw

 New generation investment advice.( fee based NO Upfront commission) Also accredited PPS specialist advisor.

  • Business Assurance,Estate Planning,Investments,Life and Disability Assurance,Medical schemes,Offshore Investments,Retirement Planning,Short term insurance


 Claude Chantler

Claude Chantler

 Financial Planning, Estate Planning, Investment Advice, Stockbroking

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Estate Planning


Mr Tony Murphy

Tony Murphy

 Broad based Financial Consulting

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Medical schemes,Group Schemes,Business Assurance,Estate Planning