Clients choose us for our experience, expertise, and reputation built on trust, and remain with us for the consistency, transparency, and care that define our service.
Financial Planning
that Starts with
Listening
Welcome to Stocks+Wealth Financial Planning.
An owner-run advisory practice based in Cape Town, working with individuals in South Africa and abroad.
We specialise in retirement and investment planning for individuals who value clarity, depth, and structure in their financial decision-making. This is a thinking-led practice, built to support long-term planning, strategic direction, and decisions that hold up under pressure.
We don’t try to be everything to everyone. We work best with established individuals who value retirement and investment planning that goes beyond ordinary.
What Sets the
Experience Apart
WHAT SETS US APART?
Independent. Objective. Clear.
We work only for you, not for providers or sales targets. No overlap, no bias, and no conflicts of interest from endorsing in-house funds.
WHAT SETS US APART?
Fee Based and Transparent
Our pricing is clear. No upfront percentages or commissions. You pay only for advice and time.
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 and long-term sustainability so you can live freely without financial doubt.
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.
Client Reviews
Securing Financial Futures One Plan at a Time
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