Our work is intentionally focused. We work best with professionals, executives, and individuals who have accumulated wealth and expect more from their investment and retirement planning.
Financial Planning
that Starts with
Listening
Welcome to Stocks+Wealth Financial Planning.
An owner-run financial planning practice based in Cape Town, working with individuals in South Africa and South Africans living abroad.
We specialise in retirement and investment planning for individuals who value clarity, depth, and structure in their financial decisions.
Built for those seeking long-term planning, strategic direction, and decisions that hold up under pressure.
Most people spend their lives building wealth. Far fewer learn how to make it serve them.
What Sets the
Experience Apart
WHAT SETS US APART?
Independent. Objective. Clear.
We work only for you, not for providers or sales targets.
No bias. No conflicts of interest. No proprietary selling.
WHAT SETS US APART?
Fee-Based and Transparent
Our pricing is clear and disclosed upfront.
No investment commissions. No upfront fees charged as a percentage of your investments.
WHAT SETS US APART?
Built on Relationships
We build enduring relationships. We stay invested in you for as long as you need us.
WHAT SETS US APART?
Plans Built to Move, Not Break
Built to adapt and endure. Cost-efficient, tax aware, estate conscious, and resilient through changing markets and behaviour.
Not Sure Where to Start?
Let’s help you find the right next step:
IF YOU’RE:
Wondering if you’ll have enough to live the life you want and how to protect it from the risks ahead?
THEN EXPLORE OUR:
Structure. Clarity. Confidence.
A complete retirement plan built around your life, your goals, and the future you want.
IF YOU’RE:
Looking to invest with clarity, improve returns, and make better decisions in a noisy market.
THEN EXPLORE OUR:
We design and implement focused investment strategies that align to your objectives, reduce noise, and keep your portfolio working for you.
IF YOU’VE:
Ever felt more sold to than advised, you’re not alone.
We do things differently.
THEN EXPLORE OUR:
A one-hour session for clear, independent financial advice. Practical answers to your most important (and not-so-common) questions.
What our Clients Say
Putting Advice Back Into Financial Advice
The Inside Track. Our monthly mailer for people who enjoy thinking.
If financial peace of mind matters to you, we invite you to subscribe.