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.
GET STARTED NOW
Click on the image below
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.Documents
Download PDF’s below
Latest News
What if Results Turn Out Better Than Expected in Retirement?
Retirement planning is usually about making sure you have enough money to last. You build a nest egg, work out how much you can safely withdraw, and try to protect your income against the uncertainties of markets, inflation and longevity. But what happens when things go better than planned, and your portfolio grows rather than shrinks? Then it’s time to push the fears aside and seize the day…
Read more
Estate Planning is Much More Than Just a Will
According to a new study, South African families are largely underprepared for the administrative implications of the death of a loved one. The results are deeply concerning. In this article, we look at what goes into estate planning, why it matters, and how to make sure you are prepared.
Read more
Back to Budgeting Basics: Spend Less on What Matters Less
Mention the word “budget” and enthusiasm tends to go up in a puff of smoke. The B word suggests fewer dinners out, cheaper holidays and the uncomfortable business of working out where last month’s money went. Budgeting is usually presented as an exercise in cutting back. But used properly, a budget can reveal how much is going towards things we barely value anymore … Often at the expense of things we would much rather be doing.
Read moreContact 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.
