Independent, Fee – Based Financial Planning
Independent, Fee – Based Financial Planning
Welcome to Stocks+Wealth Financial Planning, an owner-managed financial planning practice based in Cape Town.
We specialise in retirement and investment planning for individuals living in South Africa, as well as South Africans working abroad, who want to make informed, confident decisions about their money.
Whether you’re living in South Africa or working abroad, questions around financial security are universal. In a country shaped by economic uncertainty, those questions often carry extra weight. The answer isn’t a checklist or a default product. It’s a well-thought-out plan, backed by evidence, designed to reduce risk, adapt to change, and give you the clarity to move forward.
We work with individuals who want more than a product. They want a plan that adapts, holds up under pressure, and helps them make better financial decisions over time. Whether you’re building wealth, refining your investment strategy, or navigating key financial decisions, we help bring structure and clarity so your plan stays aligned, adaptable, and working for you.
“Why Clients Choose Us”
Clients come to us based on our reputation for getting things right. They stay because of how we work.

INDEPENDENT ADVICE
Independent advice means advice you can trust. No hidden agendas. No product bias. Just clear, objective decisions made with one goal – what’s best for you
TRANSPARENT - FEE BASED PRICING
You pay us for advice. Not for selling you a product. Not for earning a commission. Just for getting it right.


Personalised Planning
Most financial plans start with a template. Ours start with you. We build strategies that adapt to your goals, your life, and the real-world changes that come with it.

INDEPENDENT ADVICE
Independent advice means advice you can trust. No hidden agendas. No product bias. Just clear, objective decisions made with one goal – what’s best for you

TRANSPARENT - FEE BASED PRICING
You pay us for advice. Not for selling you a product. Not for earning a commission. Just for getting it right.

Personalised Planning
Most financial plans start with a template. Ours start with you. We build strategies that adapt to your goals, your life, and the real-world changes that come with it.
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Retirement
Planning

Offshore
Investments

Consultations by the Hour

Education
Planning