+27 81 219 0997
info@silverspoonwealth.co.za

Long-Term Investment Solutions

FSCA No. 50281

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 INFO
BORING 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.

Documents

Download PDF’s below

COMPLAINTS PROCEDURE

RESOLUTION OF COMPLAINTS PROCEDURE FOR FINANCIAL SERVICES PROVIDER

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COI POLICY

CONFLICT OF INTEREST MANAGEMENT POLICY FOR FINANCIAL SERVICES PROVIDERS

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POPI DISCLOSURE

POPI DISCLOSURE AND SSWM DOCUMENT

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PAIA MANUAL

PROMOTION OF ACCESS TO INFORMATION

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Latest News

When Risk No Longer Feels Risky

After years of market turbulence followed by surprisingly resilient recoveries, many investors are asking an unexpected question: “Am I being too cautious?”
Let’s look at how recent experience shapes our perception of risk, why discipline still matters, and the role thoughtful financial advice plays in keeping emotions from driving investment decisions.

Read more

Why Are More People Building ‘Career Insurance’?

For a long time, a second income was a nice-to-have: a “side hustle” that brought in some extra spending money, or was a way to express your interests and creativity outside of work. But it is increasingly becoming something entirely different: ‘career insurance’.
In this article we look at a profound shift in how people think about a second income, and why it is becoming more critical.

Read more

Is Private Healthcare Becoming Unaffordable?

For many South Africans, the annual medical scheme increase has become one of the most dreaded notifications of the year. As healthcare costs continue to outpace inflation and salaries, more families are questioning whether private healthcare is still affordable. Before making decisions to downgrade or cancel your cover, it’s worth speaking to your financial adviser about balancing affordability with the protection your family needs.

Read more

Contact Info

Contact Number: 081 219 0997 | Email: info@silverspoonwealth.co.za

Registration No. 2019/012224/07   |   VAT No. 4610304877   |   FSCA No. 50281

12 Nel St, Sonheuwel Central, Mbombela. Complete the form below to get in touch:

Client Testimonials

Don’t take our word for it – here’s what our clients say:

Hi Matthew

I just want to thank you and Andriëtte for the exceptional service and dedication Andriëtte is very helpful and is an asset to your company.

We’re always ready to complain but never ready to appreciate people.

Once again thanks for the exceptional professional service.

Regards,

Abdul Mohideen

I’ve been working with the Silverspoon Wealth Management team for years now and would highly reccomend their services.

Not only are they front-runners in their fields of expertise, but their genuine passion to help their clients invest in tax savvy ways have always been remarkable.

Thank you to the team for always being so professional.

Mieke van der Westhuizen

Good morning, Matt

I might not always understand the terms and workings of clever investments, but you have a way of patiently explaining it to my old brain and I know you have our best interests at heart.


The Bull Runner Fund has put our minds at ease and we’re happy to be on board. We’re looking forward to our retirement now.

John & Mary

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