ABOUT US
We provide investment support to independent financial advisors who service retail investors. We are truly independent, which means that we do not manage any funds or products of our own. We only earn fees for the services that we render, and we do not earn any fees from fund managers or product providers. This enables us to design investment solutions without bias.
We specialise in managing a range of model portfolios with a focus on income provision, capital protection and long-term investment growth. We take great care to design investment solutions that deliver dependable results in line with investment objectives. We do this by relying on comprehensive investment research as well as the insights from our team of professionals and expert external investment consultants.
As part of our service offering, we partner with financial advisors to create bespoke financial reports that are tailored to individual client investment objectives. We believe collaboration is key. We actively collaborate with advisors who make use of this service to ensure that the final product best enables them to tend to their client’s needs.
TAILORED SOLUTIONS
DETAIL ORIENTATED
BESPOKE REPORTING
OUR MODEL PORTFOLIOS
Our bespoke range of model portfolios have been expertly designed by our experienced investment committee that consists of Christo Burger, Jaco van Wyk and Chané Kleynhans. Their experience span strategic asset allocation, investment selection, and manager due diligence.
INCOME RANGE
SAVINGS RANGE
OFFSHORE RANGE
OUR TEAM
Our team of qualified experts are ready to assist you with your investment needs. Learn more about our team and their experience.
Christo Burger
Managing Director
Chané Kleynhans
Investment Analyst
Philene Smit
Marketing Assistant
Lydia Roux
Wealth Manager
CONTACT US
Our Details
021 276 3900
info@fundwealth.co.za
Unit 409, 4th Floor, The Cliffs Building, Office Block 2, Niagara Way, Tyger Falls, Bellville, Cape Town, 7530
FundWealth is committed to protecting and respecting your privacy, and we will only use your personal information to administer your account and to provide the products and services you requested from us.