Wealth has no meaning

without purpose.
About Purpose Wealth
Purpose Wealth is a boutique financial planning and wealth management company based in Pretoria, South Africa. With extensive experience in financial planning, investment strategy development and wealth portfolio management, Purpose Wealth has the expertise to help you create financial prosperity and personal freedom.
We believe purpose makes the difference. All our clients want to be financially secure, especially in retirement. However mere financial security is not wealth. Purpose transforms money into wealth. Your wealth creation is our goal and we make it our business to journey with you in the discovery of your purpose for life. With this crucial information, we create the best possible financial and investment solution for you.

Purpose Wealth serves retirees, high-net-worth individuals, affluent investors as well as young professional wealth accumulators. Based on a personal relationship of trust, we provide objective financial planning, financial advice and wealth management services that ensures financial security and your future wealth.

Our History and Purpose

relaxed

Purpose Wealth (Pty) Ltd, established in 2014, is an Authorised Financial Services Provider (No. FSP 45725) in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (FAIS). Jan-Carel Botha is a member of the Financial Planners Institute (FPI), and has established long-term partnerships with fund managers, including acsis, PortfolioMetrix, Investec and AllanGray to ensure objective and comprehensive investment portfolio management.
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