About us

Preserving Wealth.

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 is 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. 

Wealth Manager has successfully partnered both private and corporate clients in their mission to achieve their financial goals through this process of creation, management and preservation. These successful partnerships have been a result of a culmination of financial planning, tax planning, investment management and estate planning skills and expertise gathered over the past 30 years.