A Selection of the Best CAPE TOWN Financial Advisors

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
INSURANCE PARTNERS
Oakdale

Mr. Marius Carstens

SPECIALITY: Group Funeral Insurance for businesses, churches, funeral schemes etc.
  • 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
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,Life and Disability,Investments,Offshore Investment,Medical schemes,Group 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,Investments,Estate Planning,Life and Disability,Short-term insurance,Business Assurance,Offshore Investment,Group Schemes
PSG Wealth Financial Planning (Pty) Ltd)
Bellville

 Claude Chantler

SPECIALITY: Financial Planning, Estate Planning, Investment Advice, Stockbroking
  • Retirement,Life and Disability,Investments,Offshore Investment,Estate Planning
Beta Wealth Financial Services (Pty) Ltd
Constantia

 Henry Poulos

SPECIALITY: Financial Planning
  • Retirement,Life and Disability,Investments,Offshore Investment,Short-term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning
Opes Wealth (PTY) Ltd
Century City

 Darren Robertson

SPECIALITY: Full spectrum of Financial Planning, specialising in Estate Planning and Risk as well as Investments.
  • Retirement,Life and Disability,Investments,Offshore Investment,Group Schemes,Business Assurance,Estate Planning
Vital Consult
Cape Town

Mr. Kenny Williamson

SPECIALITY: Life Assurance and business assurance.
Medical aid through Discovery Health Medical Aid.
  • Retirement,Life and Disability,Investments,Offshore Investment,Short-term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning
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
Netto Invest (Pty) Ltd
Cape Town

Mr. Morne Bezuidenhout

SPECIALITY: Personal Investment and Retirement Planning. Disability and Life Assurance. Estate Planning
  • Retirement,Life and Disability,Investments,Offshore Investment,Estate Planning
Fiscal Private Client Serevices (Pty) Ltd
Kenilworth

 Heather Crowson

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
Beyers Kotzé & Associates (Pty) Ltd
Durbanville

 Petri Beyers

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

 Cameron Mccallum

SPECIALITY: Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement
  • Retirement,Life and Disability,Investments,Offshore Investment,Estate Planning
Netto Invest (Pty) Ltd
Pinelands

 Gareth Leonard

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

 Andră© Jansen Van Vuuren

SPECIALITY: Risk Policy Structures | Investment Reviews | Investment Asset Allocation vs Personality Profile | Cash Flow Analysis
  • Retirement,Life and Disability,Investments,Offshore Investment,Medical schemes,Group Schemes,Business Assurance,Estate Planning
Momentum Consult Helderberg
Somerset West

Mr. Ivan Moskoff

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

 Lore Winter

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
Linda C Mannix
Durbanville

 Linda Mannix

SPECIALITY: Collective investment schemes (unit trusts), share portfolios, employee benefits - Investment /Risk
  • Retirement,Life and Disability,Investments,Offshore Investment,Medical schemes,Group Schemes,Business Assurance,Estate Planning
Schonberg Trust Financial Brokers
Bellville

 Wessel Botha

SPECIALITY: Holistic Financial Adviser, Specialising in Estate Planning and Personal and Business Risk Planning
  • Retirement,Investments,Estate Planning,Life and Disability,Business Assurance,Offshore Investment
Watermeyer Financial Services
Parow

 Fred Watermeyer

SPECIALITY: Income protection, Investments, Life assurance Drafting of Wills, Retirement Planning,
  • Retirement,Life and Disability,Investments,Business Assurance
Adviceworx
Somerset West

Mnr. Okkie Slabbert

SPECIALITY: Wealth management (accumulation, protection, enjoyment and eventual transfer of wealth). Optimal ownership of assets,tax planning, business structures, risk
  • Retirement,Life and Disability,Investments,Offshore Investment,Short-term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning
Bay Willow Investments CC
Cape Town

Mr Brian Winter

SPECIALITY: Investment Planning: Local and Offshore
  • Business Assurance,Estate Planning,Investments,Medical schemes,Offshore Investment,Retirement
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
Fiscal Private Client Services (Pty) Ltd
Kenilworth

 Pierre Taljaard

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
Groom Investment Consulting cc and Intasure Life
Edgemead

Mr. Brian Groom

SPECIALITY: Offshore Portfolio compilation and management as well as Offshore Banking and Offshore Trust establishment and Emigration Advice
  • Estate Planning,Investments,Life and Disability,Offshore Investment,Retirement
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,Life and Disability,Investments,Offshore Investment,Estate Planning
Netto Invest (Pty) Ltd
Cape Town

Mrs. Debbie Netto

SPECIALITY: Investment and Retirement Planning. Disability and Life Assurance. Estate 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
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
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
Pinelands

 Ryan Winter

SPECIALITY: Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement
  • Retirement,Life and Disability,Investments,Offshore Investment,Estate Planning
Newel Financial Services CC
Rondebosch

Mr Tony Murphy

SPECIALITY: Broad based Financial Consulting
  • Retirement,Life and Disability,Investments,Offshore Investment,Medical schemes,Group Schemes,Business Assurance,Estate Planning
Ferguson Advisors
Cape Town

 Chris Ferguson

SPECIALITY: Investment advice and Corporate Consulting
  • 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
Sanlam
Cape Town

 Christiaan Olivier

SPECIALITY: Financial Planning | Wealth Creation | Investments | Retirement Planning
WMD CONSULTANCIES CC
Wellington

Featured Financial Advisor

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