Continuing Our Journey of Legacy and Leadership
News & Highlights

An on-off Relationship of Trust
TrustsSouth Africans have had a love-hate relationship with Trusts for the longest time. We love the protection it provides against the wrath of a spouse, the greed of SARS and the persecution of creditors. But we hate the costs and admin associated with it, the loss of control and erosion of the tax benefits we enjoyed in the recent past.

Financial Advisors – are we playing well with others?
Financial AdvisorsFinancial advisors mostly take the lead on the client engagement in the financial services industry and are therefore at the very forefront of the client experience. They determine whether a client is experiencing a single-minded sale or an emotionally intelligent service.

Buying the Island Dream
Property InvestmentBungy jumping is fun and scary at the same time. Some people would simply ignore any notion of risk and just go for it. Then you have those who will ponder the idea and watch the others do it...

The Elusive Financial Plan – A Reality Check
Financial PlanningOh my word, I need to write an article on the theory of the financial planning process and describe a step by step process to achieve financial nirvana.
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Office : +27 12 534 5035
Email: info@wealthsuccession.co.za
PRETORIA OFFICE
@Lynnwood, First Floor, Room 7
474 Lynnwood Road,
Lynnwood, Pretoria, 0081
Monday – Friday: 9am to 4pm
NEWS & HIGHLIGHTS
- Africa’s wealth landscape: Why succession planning matters more than ever 1st July 2026
- Where plans meet life: A mid-year pause 3rd June 2026
- The future of African wealth in a digital age 13th May 2026
- Leadership & legacy 26th March 2026
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