Wealth Management

Estate Planning

Speak to our financial specialists to assist you with your estate plan.





The drawing up of an estate plan is one of the most caring gestures that you can do for your loved ones. Thinking about getting all of your financial affairs in order can take an emotional toll; however, it’s in your best interest to start planning sooner than later.

An estate plan is a set of legal documents that dictate how your assets will be distributed when you pass away. A significant aspect of estate planning is the drawing up of a will. Without this legal document, your assets and finances won’t be automatically distributed to your beneficiaries. Our in-house legal support department will ensure your wishes are honoured.

Our team of financial experts will work with you directly to create a plan where complications are minimised so that your estate can be resolved timeously, and financial assets can be allocated to nominated beneficiaries equitably.

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Let’s plan your Estate.

Speak to our financial specialists to assist you with your estate plan.

Your first consultation is free.

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Pretoria South Africa

Selati Park, Suite 2
36 Selati Street
Alphen Park
Pretoria 0081

Cape Town South Africa

50 Long Street
Western Cape
Cape Town
8000

Lisbon Portugal

Rua Santo Amaro 148
First Floor
Alcantara
Lisbon 1300-516