WHAT WE BELIEVE IN
A Discerning Wealth Management Firm
Our core purpose is to make our clients wealthier over the long term. This is achieved through intelligent investing backed by implementing bespoke margins of safety for each of our clients.
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to learn more about how we create Wealth over the Long Term…
Wealth Management
Whether you are looking for tax efficiency, retirement planning, an offshore nest egg, passive or active investing, we will assist to turn dreams into memories. Tap into your passion. Long term unemotional investing is ours.
What makes us different is that we are passionate about being boring…
WATCH THIS VIDEO FOR MORE INFOBORING MEANS:
what others call risk we call volatility and compound interest is the eighth wonder of the world.
BORING MEANS:
your investment value on paper is just that. A paper based figure until redemption.
BORING MEANS:
when you ask – “How much is enough”? – we simply reply, “Just a little more”.
BORING MEANS:
that we view time in the market as a greater growth tool than timing the market.
For the Individual
Personal Services
Our belief is that income should be life-long and capital is king. So when you do not earn due to death, disability, disease, retrenchment or retirement- let us insure that there is sufficient income and capital. A holistic financial needs analysis will determine the areas you need to address. Our expertise includes, but is not limited to, the below.RISK COVER BENEFITS
Simple to understand products and life assurers that have a fantastic record of paying claims will deliver peace of mind to you and your family.ESTATE PLANNING
We have access to an array of accountants and legal advisors. They offer Estate Planning, Wills, Trusts, Administration of Deceased Estates and Fiduciary Services.For Companies
Corporate Services
CASH MANAGEMENT ACCOUNTS – Please contact us directly for more info.
START INVESTINGBUSINESS SOLUTIONS
Business Contingency, Buy and Sell Agreements, Key Person Insurance and Overhead Expense Protection will all be professionally implemented using water-tight contracts, the pertinent tax professionals and up to date legal advisers.Documents
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Contact Number: 081 219 0997 | Email: info@silverspoonwealth.co.za
Registration No. 2019/012224/07 | VAT No. 4610304877 | FSCA No. 50281
Office 7A, 25 Roodt St, Sonheuwel, Mbombela. Complete the form below to get in touch: