We manage wealth.
We protect it.
We grow it.
WealthWorks is an independent financial advisory firm. We work with a select group of clients — individuals, families and family offices — who want unbiased advice and a relationship built to last.
Firm at a Glance
30+
Years Combined
2006
Founded
Independent
No Product Ties
Celebrating 20 years
Two decades of independent counsel — 2006 to 2026.
Who We Are
Independent advice,
built for the long gamenot transactions
"We are paid to give the right advice — not the most convenient one."
Since 2006, WealthWorks has operated as a genuinely independent firm — no product shelf, no volume targets, no conflict with your interests. Our advisors are measured by the quality of the relationships they keep, not the business they write.
To be a trusted partner in the building, preservation and growth of our clients' wealth — across generations.
OUR PEOPLE
Your partners to prosperity
Experienced advisers working with clients, families and institutions through long-term relationships built on trust.
What We Do
Comprehensive wealth services,
tailored to each client
Financial Planning
Holistic plans covering retirement, tax, estate and investment strategy — built around your life goals and reviewed regularly.
Investment Management
Discretionary and advisory portfolio management across local and international asset classes, backed by rigorous research.
Risk & Insurance
Life, disability and income-protection solutions, independently sourced and structured to match your specific needs.
Estate Planning
Wills, trusts and succession planning that preserve your legacy and ensure your estate is structured with care.
Offshore & Global Wealth
International portfolio structuring and global diversification, with access to the R2 million annual discretionary allowance.
Tax Advisory
Personal and business tax structuring to optimise your position — practical advice from qualified tax practitioners.
Our Funds
Investment solutions
01
How we think
We don't follow the market. We think about it. Our goal is simple: to ensure your prosperity. That means building wealth carefully, preserving it intelligently, and growing it with discipline. We are not a revolving-door practice — the same advisor who gives you advice today will be here in five years.
02
How we invest
We begin with structure. Before selecting a single investment, we assess the holding environment: how it is taxed, how fees compound against you over time, and whether your financial framework is serving your interests. We operate a strict manager meritocracy and award mandates to specialists who have demonstrated excellence across full market cycles.
03
Our commitment
Our objective is straightforward: to preserve and grow client wealth over the long term through disciplined, structured decision-making. We prioritise continuity of advice and long-term relationships. We are measured, independent, and prepared to provide advice that is considered — not convenient.
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29 Sept
Johannesburg
13:23
29 Sept
London
16:23
29 Sept
Dubai
08:23
29 Sept
New York
Get In Touch
Send Us a Message
Whether you're planning a transition, seeking a second opinion, or exploring how independent advice could serve you — we're here to listen.
Send Us a Message
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