Comprehensive financial planning and integrated wealth management

secures your financial future.
Purpose Wealth Services
Purpose Wealth is a professional and Authorised Financial Services Provider, specialising in comprehensive and integrated financial planning and wealth management, customised to suit your specific life purpose and personal goals.
We provide a fee-based service to retirees, high-net-worth individuals, affluent investors as well as young professional wealth accumulators. Because our services are offered on a professional fee-based structure, you have the assurance that our advice and services are objective and in your best interest.

What differentiates us from other professionals in our field is that we don’t have any preconceived ideas of what advice, investment or mix of products you need. We make sure we have an in-depth understanding of your personal purpose before we analyse, plan and offer any advice. Purpose is key – it motivates and excites, it gives meaning to actions and turn financial planning into a joyful step towards a fulfilled life. What is your life purpose? Let us help you achieve it.

Archieving
It’s never too early to engage in financial planning and strategise for retirement. Our investment strategies are tailored to ensure that our clients improve their net worth over time and at the very least maintain their standard of living throughout retirement.

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We offer the full suite of Wealth Management services, including Financial and Retirement Planning, Financial Consulting and Advice as well as Investment Management which we provide in partnership with accredited fund managers. We apply sound investment principles, the first of which is to create an asset allocation that comprises broadly diversified funds with optimum proportions of unit trusts, stocks, bonds and other options. Although the goal is maximising returns while minimising risks, we don’t make claims of out-sized market returns. Taking into account inflation and unforeseen events which could impact retirement capital, we plan for reasonable risk and real returns that you can trust.

The Purpose Wealth management process entails the following:

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Pursue your life purpose today. Call Jan-Carel Botha at +27 12 470 2756 or
mail jan-carel@purposewealth.co.za for expert financial planning and wealth creation solutions.