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Serving our clients for more than 20 years
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Trusted to deliver peace of mind solutions
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CORONAVIRUS: WE ARE STILL AVAILABLE TO YOU

WPS remains constantly available to you through this Coronavirus time.

Please click on the link below to read how to contact us and other important information.

For information about COVID-19 please go to www.sacoronavirus.co.za

Who we are

Who we are

Wealth Preservation Strategies is an independent financial advisory practice which assists, coaches and guides individuals and families, and businesses, to achieve their financial objectives.

Who we help

For more than 20 years we have been trusted by our clients to deliver peace of mind solutions by advising them on the creation, implementation, execution and review of their customised financial plans.

What we do

We help individuals and families to create, implement, execute and review financial plans which are appropriate for their unique circumstances. Whilst we offer comprehensive financial planning advice, we also offer pre- and post-retirement planning, investment planning and management, estate planning and administration, fiduciary planning as well as risk planning for appropriate insurances.

We help businesses with comprehensive business financial planning but also advise on business succession planning, buy and sell arrangements, business assurance, key person assurance, group risk schemes, group retirement schemes and company investment planning.

Insights

Here are some links to articles and other items which include correspondences to our clients. Feel free to browse these articles and, if you find something which resonates with you, please feel free to get in touch with us.

To see our Newsletter and more articles, please click here.

 

Sars has its eye on South Africans working abroad
What can Sherlock Holmes teach investors?
Short-term performance is everything (and the poison we should beware of)
What We Should Remember About Bear Markets
The 10 “Don’ts” for Fund Investors
Discovery Health Medical Scheme Price Increase 2022

Let us contact you

  • Thank you for taking the time to learn a bit about us. Please tell us how we can help you by either calling us on the number at the top right of this page or send us a message below and we will get in touch with you.

(C) 2018 Wealth Preservation Strategies (Pty) Ltd. Wealth Preservation is an authorised financial services provider (FSP 14577)