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.Documents
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Latest News
What Does it Mean to be Financially Literate? The 5-Question Test.
Financial literacy is often talked about, but not always understood. It has little to do with whether you understand what people are saying on the financial news, but rather whether you have the knowledge to make good choices with your own money. Put another way, it’s a household survival skill that everyone can master. In this article, we look at five simple questions that provide a road map to financial literacy.
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When a Portfolio Becomes Too Complicated
Over time, investments accumulate, and portfolios can become way more complicated than you intended. Individually, the holdings may look perfectly sensible, but together they can create unnecessary overlap, hidden risks and unintended concentrations. A review is a great way of helping you to see the bigger picture. Once you understand what you own, you can decide whether each investment still has a role to play.
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Managing Family Trusts in a Globalised World
When families, assets and investments span borders, wealth planning gets more complicated. Different tax regimes, legal systems and family circumstances all need to be considered. Coordinated professional advice, the right trustee and clear communication between generations are the secret to keeping your wealth structures fit for purpose and protecting family wealth for the future.
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.
