“Sean has helped me with my financial planning and taxes for many years. He has always been professional, personable and gone the extra mile. I highly recommend his services.”
Gary S.
Google Review · Google review published on
All Services
Wealth Management
Grow, protect, and manage your wealth for long-term prosperity
Our holistic wealth management approach covers every aspect of your financial life. Working within Old Mutual Personal Financial Advice, we craft bespoke strategies that align with your goals, values, and risk tolerance.
Overview
Wealth management is about more than just investing - it's about creating a comprehensive plan that integrates all aspects of your financial life. At SVZ AND ASSOCIATES, we take the time to understand your unique circumstances, family dynamics, and long-term aspirations before crafting a strategy.
Operating within Old Mutual Personal Financial Advice, we have access to a wide range of investment products, research capabilities, and institutional-grade solutions that help us build portfolios designed for long-term growth and capital preservation.
Whether you're building wealth in your career years, transitioning to retirement, or planning your legacy, we provide ongoing guidance, regular reviews, and proactive adjustments to keep your financial plan on track.
What We Offer
01
Bespoke Portfolio Construction
We design investment portfolios tailored to your specific goals, risk tolerance, and time horizon, using a mix of local and international assets.
02
Asset Allocation and Diversification
Strategic allocation across equities, bonds, property, and cash to optimise returns while managing risk through proper diversification.
03
JSE and Offshore Investments
Access to both Johannesburg Stock Exchange opportunities and global markets, helping you take advantage of Regulation 28's 45% offshore allowance.
04
Regular Reviews and Rebalancing
Scheduled portfolio reviews to ensure your investments remain aligned with your goals as markets and your life circumstances evolve.
05
Tax-Efficient Investing
Structuring your investments to minimise tax drag using Tax-Free Savings Accounts, retirement vehicles, and other strategies available under South African tax law.
Client Stories
What wealth management clients say
9 reviews
“Very happy with the prompt and professional assistance received regarding my tax returns. Would highly recommend.”
Colleen K.
Google Review · Google review published on
“Thank you Sean and his brilliant support staff, my Tax profile was a mess and I got an sms stating I owed them money. I reached out to Sean and in a matter of days I got a refund from SARS. Thank you for your brilliant service.”
Alex C.
Google Review · Google review published on
“I had been involved in a hit and run and my car was damaged. I was referred to Timeka who has excellent service by the way and super friendly. She helped me get the claim sorted with the insurance and was quick and efficient.”
Tyler K.
Google Review · Google review published on
Related Articles
View allFrequently Asked Questions
Common questions about wealth management - answered by our team.
There's no minimum threshold to start your wealth management journey with us. Whether you're investing R1,000 or R1,000,000 per month, we can create a plan suited to your situation. The key is starting early and being consistent.
Financial planning is the process of setting goals and creating a roadmap. Wealth management is a broader, ongoing service that includes financial planning plus investment management, tax optimisation, estate planning, and regular reviews - all integrated into one relationship.
We conduct formal portfolio reviews at least twice a year, but we monitor your investments continuously. If market conditions or your personal circumstances change, we'll proactively reach out to discuss any adjustments.
Yes. Through Old Mutual's platforms, we can help you invest in global markets. South African residents can invest up to R11 million offshore per year using their foreign investment allowance, and retirement funds can hold up to 45% in offshore assets.
We believe in full transparency. Fees typically include an advice fee and product costs, which we'll explain clearly upfront before you commit to anything. There are never any hidden charges.
Wealth Health Check
Answer these quick questions to understand where you stand on your wealth-building journey.
Question 1 of 4
Do you have a written financial plan?
Ready to Take Control of Your Wealth?
Let's build a wealth management strategy tailored to your unique goals. Book a complimentary consultation to get started.