Securing Futures
Securing Futures
A Licensed, Independent, Fee-Based
Financial Planning Practice
Stocks + Wealth Financial Planning, a Cape Town-based financial practice, is proudly owner-operated with an extensive 20-year track record of delivering exceptional client service. Our commitment is to offer financial freedom, peace of mind, and empower our clients to lead the life they choose.
How we add value
- 10202210Africa/Johannesburg
Financial Planning
Financial Planning
October 1, 2022 - 120221Africa/Johannesburg
Tax & Estate Planning
Tax & Estate Planning
January 1, 2023 - 120221Africa/Johannesburg
Income & Distribution Management
Income & Distribution Management
January 1, 2023 - 120221Africa/Johannesburg
Industry & Technical Information
Industry & Technical Information
January 1, 2023 - 120221Africa/Johannesburg
Asset Allocation
Asset Allocation
January 1, 2023 - 120221Africa/Johannesburg
Manager Selection
Manager Selection
January 1, 2023 - 120221Africa/Johannesburg
Wealth Education
Wealth Education
January 1, 2023 - 120221Africa/Johannesburg
Succession Planning
Succession Planning
January 1, 2023 - 120221Africa/Johannesburg
Lifestyle & Leisure
Lifestyle & Leisure
January 1, 2023 - 120221Africa/Johannesburg
Career & Work
Career & Work
January 1, 2023
Why Us?
We are motivated not by how many assets we manage but by
how many lives we improve.
Our clients select and remain with us because we consistently prioritize their interests above all else.
From the very beginning, we provide clarity on our services, fees, and the value we deliver.
We are motivated not by how many assets we manage but by how many lives we improve.
Our clients select and remain with us because we consistently prioritize their interests above all else.
From the very beginning, we provide clarity on our services, fees, and the value we deliver.
Why Us?
We are motivated not by how many assets we manage but by how many lives we improve.
Our clients select and remain with us because we consistently prioritize their interests above all else.
From the very beginning, we provide clarity on our services, fees, and the value we deliver.
How Our Services Set Us Apart and Benefit You
The cornerstone of our financial practice is our steadfast commitment to clients, with a focus on investment planning and wealth management.
What sets our practice apart? Two key factors:
Dedication to You: Our unwavering commitment to ethical and transparent service is at the heart of everything we do. We deeply understand people, valuing the importance of sound financial planning and decision-making in their lives.
Specialization Matters: We choose not to be generalists but rather specialists, excelling in the fields of investment planning and wealth management. The result for you, our client is evident: transparent value and solutions perfectly aligned with your clear objectives.
At our core, we provide impartial advice, completely free from conflicts of interest. We don’t endorse commission-driven products, charge upfront fees on your investments, or engage in proprietary selling – our sole commitment is to your financial well-being.
PERSONALIZED APPROACH
We understand that your financial needs and aspirations are distinct. We take the time to listen and learn about your specific goals, family dynamics, risk tolerance, and aspirations. By gaining a deep understanding of your unique circumstances, we can craft a financial plan that is customized to you and evolves with you over time.
HOLISTIC FINANCIAL PLANNING
Our approach goes beyond just investments and financial products. We believe in a comprehensive, holistic financial planning strategy that encompasses all aspects of your financial life. From retirement planning and tax optimization to estate planning and risk management, we cover every angle to ensure your financial success.
TRANSPARENT AND FEE-ONLY STRUCTURE
Trust is the cornerstone of our relationship with clients. That’s why we are proud to be a fee-only financial planning practice. This means our compensation comes directly from you, our client, ensuring transparency and eliminating potential conflicts of interest. We are committed to always acting in your best interest.
PROVEN TRACK RECORD
Our clients can attest to our successful track record in helping them achieve their financial goals. We have guided numerous individuals and families through different market conditions and economic cycles, consistently delivering positive results (Refer to what ‘What our clients say’).
ONGOING SUPPORT AND EDUCATION
We view our relationship with clients as a long-term partnership. Our commitment to your financial well-being extends beyond the initial plan implementation. We provide ongoing support, regular performance reviews, and educational resources to empower you with knowledge and confidence in your financial decisions.
UNBIASED INDEPENDENT ADVICE
As a certified, independent financial planning practice, our allegiance lies solely with our clients. We are not tied to any financial product or institution, which means our advice is completely unbiased. Our fiduciary responsibility ensures that your interests are always at the forefront, guaranteeing transparent and objective recommendations that are in line with your best interests.
What Our Clients Say
