M: +27 (0)82 414 0004 | E : candice@wealthmanager.co.za



Wealth is more than just money, and means something different to every individual.

Wealth Manager is a boutique Financial Planning and Investment Management Company based in Hermanus, Western Cape and we are committed to meeting the individual needs of our clients nationally. We partner with our clients to define what ‘wealth’ means to them, and then create the most suitable solution and manage it moving forward to preserve their wealth.

     Financial Planning.

Wealth Manager assists with the planning and implementation of pre determined financial goals for their clients, their family and /or their businesses.

  •  Asset Protection
  •  Administration of Estates
  •  Drafting of Trusts
  •  Estate Planning
  •  Pre & Post Retirement Planning
  •  Tax Planning
  •  Business Assurance
  •  Pension & Provident Funds

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 Investment Management.

Wealth Manager practices discretionary investment management of private and corporate investment portfolios.

  • Discretionary Investments
  • Private Wealth Management
  • Corporate Retirement Funds

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Wealth Manager retains the services of Glacier Research – a dedicated and highly skilled team of investment analysts who evaluate more than 500 single manager collective investment schemes and identify the most suitable funds using both qualitative (face-to-face) and quantitative research methods.

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