• Working in Partnership with You

    Our investment approach is bespoke and independent

  • Relationships – Integrity – Independence – Excellence

    Long-term relationships are fundamental in our business

INVESTMENTS FOR THE INDIVIDUAL

Investment Philosophy

At SP Wealth we have a deep desire to care for the families we are privileged to serve. This requires us to listen to and truly understand our clients’ needs. We take a genuine...

Investment Process

Our Investment Process is geared towards achieving our client’s long-term financial goals and objectives – something that is discussed and agreed to early in our relationship.

News

We have a monthly news update that we hope you will find interesting all about Wealth Management.

About Us

SP Wealth Management (Pty) Ltd (“SP Wealth”) is an independent, bespoke Wealth Management business that provides holistic advice to corporate executives/managers and a range of different entrepreneurs. We are not obliged to use the products of any one Insurance Company or Investment Provider, so we are in the fortunate position of being able to give our clients an option of the very best investment products and services available.

SP Wealth is highly respected in the Wealth Management industry and our long-term partnership approach to investment planning is considered both innovative and highly appropriate to our clients. Investors nowadays require a professional to assist them in planning for the future…

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