Accepting New Clients

Wealth strategies for lasting legacies.

Providing professionals and families with the clarity, confidence and control required to manage significant portfolios and complex financial needs.

Secure Your Future

My Philosophy

The Triple-A Approach

Financial planning shouldn't be exclusive, but it must be high-caliber. I follow a rigorous framework to ensure your wealth grows as your lifestyle does.

01. Audit

A comprehensive deep dive into your current financial structures to identify leakages, over-exposure, and untapped opportunities.

02. Architect

Designing a bespoke financial blueprint that balances immediate liquidity needs with aggressive long-term wealth preservation.

03. Automate

Implementing seamless, rule-based systems that ensure your wealth accumulates consistently without requiring daily management.

"Financial planning isn't about getting rich quick. It's about building a foundation that supports the life you want to live."

Kwanele Ntshangase

Financial Advisor

Specialized Financial Services

Investment Planning

Tailored portfolio strategies designed for capital growth and preservation.

Retirement Planning

Ensuring secure future wealth through data-driven accumulation structures.

Risk Protection

Safeguarding lifestyle and income with high-value insurance solutions.

Estate Planning

Minimizing estate taxes while coordinating smooth asset transfers.

Ready to Take Control?

Book a consultation to discuss your financial architecture.

Institutional Planning

Full Confidentiality

Primary Goals (Select Multiple)

Investing Retirement Insurance

You will receive a confirmation email from [email protected] within 24-48 hours.

Wealth Audit

Step 1 of 5

Personal Profile

Why we ask for this: Your details are used solely to prepare a personalised pre-advice financial summary. This is a discovery process and does not constitute formal financial advice. Your data is handled in accordance with POPIA. Full consent is confirmed at the final step.

First Name *

Last Name *

Email Address *

Phone Number *

Age Bracket *

Monthly Income & Expenses

Why we ask for this: Understanding your cash flow helps us recommend appropriate products and strategies. All figures remain confidential.

Monthly Gross Income (R) *

Fixed Expenses (Rent, Car, Debt) (R) *

Variable Expenses (Food, Entertainment, etc.) (R) *

Net Monthly Surplus / Deficit:

R 0.00

Primary Financial Goals

Select your priorities: This helps us tailor our recommendations. Select at least one goal.

Investing / Wealth Growth

How much can you invest monthly? (R)

Risk Tolerance

Retirement Planning

Target Retirement Age

Current Retirement Savings (R)

Insurance / Risk Cover

Number of Dependents

Do you have existing insurance?

Additional Context

Optional but helpful: Share any concerns or priorities to help us provide better guidance.

What is your biggest financial concern?

When do you want to start? *

Review & Consent

Almost done: Please review your information and confirm your consent before submission.

I consent to the processing of my personal information in accordance with the Protection of Personal Information Act (POPIA) for the purpose of receiving a financial audit and advisory services. * I consent to being contacted via email and phone regarding my financial audit and potential advisory services. *

Disclaimer: This audit is for informational purposes only and does not constitute formal financial advice. Recommendations are provided as general guidance. Formal financial advice will be rendered after a signed engagement agreement.

Wealth Blueprint Resources

Download our curated tools to start optimizing your financial infrastructure today.

The Financial Launchpad

A guide for early-career professionals.

The Wealth Accelerator

Advanced strategies for high-income earners.

Budget Template

Automate your tracking with this structured template.