top of page
Financial Advice for individuals
Wealth isn't traditionally easy to manage, so we've built an entirely new approach. Whether you're boosting your savings, growing your investments, building an insurance portfolio, diversifying your wealth abroad or planning for a well-earned retirement, Navigate Wealth makes it easier to take an active role in building your wealth.
Get guidance from the experts
Being informed can help you make smarter decisions when it comes to managing your money. Our Advisers leverage AI insights to confidently steer your financial journey, from budgeting to retirement to global wealth creation, and everything in between. Get targeted advice for whatever you and your family's goals may be.
A financial partner for life
Your relationship with us goes beyond managing investments. Your planner has the experience - and the understanding - to help you navigate difficult financial conversations. How much do you need for retirement? What are some ways to help minimize taxes on your investments? How do you strengthen your legacy to provide for your loved ones? How do you globalize you wealth and protect against a weakening rand? The moment you choose us, we strive to keep you moving forward.
Holistic financial planning
To help maximize your wealth, your financial life – investment strategy, taxes, assurance, retirement and estate planning – must be wired together in a holistic approach. Your dedicated financial planner can coordinate with a team of experts to connect those different pieces into a cohesive view so you can unlock new ways to help build, grow, protect and preserve your wealth.
Why work with Navigate Wealth?
We only work with the best
bottom of page