No need to feel left in the dark when it comes to your financial planning.

Financial Planning   |   Investment     |   Wealth   |  Insurance   |   Retirement

We are 

QUADRANT WEALTH provides quality financial planning and investment advice to affluent and professional families.

Our multi-dimensional skill in private banking and financial planning ensures we have a holistic understanding of your lifestyle needs so we can objectively advise and deliver innovative solutions that are relevant to you.

Having a better understanding of your overall financial situation results in improved outcomes. 

Life as we know it.

No one plans to fail, but many fail to plan.

We help clients make informed decisions.

RETIREMENT

6

of 

100

People retire financially independent.

CASH FLOW 

3

months

average provision for unexpected events.

LIFE COVER

90%

under-insured  for family lifestyle security.

DREADED DISEASE

2

of 

3

Diagnosed with some form of dreaded illness.

We think differently

We are efficient problem solvers.

INNOVATE & CONSOLIDATE

Seamlessly navigate your entire portfolio through a single end to end service.

INDEPENDENCE

Client first approach.

 

We chose independence above affiliation so our solutions are relevant and objective.

HOLISTIC 

We advise on every facet of finance so you have greater control over your financial future.

FEE MODEL

Family based fee structure scaled according to your level of engagement.

The end of one size fits all

No two investors are the same and this is why we created a full suite of personalised investment strategies and services to meet  your every need.

CONSULTING

Multiple source advice

 

Our solution

A conversational approach to problem solving your financial need in an easy to understand way. Our strategies are personalised so they always remain relevant to your need.

INVESTMENT & RETIREMENT STRATEGIES 

LIFESTYLE & SCENARIO PLANNING

BUSINESS CONTINUITY PLANNINGS

SECURE YOUR FAMILY'S FUTURE

Image by Vitaly Taranov

FOREIGN EXCHANGE

Image by Aaron Burden

FUDICIARY & TAX

Clients who embark on this journey, discover new benefits along the way.

Our improved offering

We minimise decision making risk through our suite of bespoke solutions.

Our innovative reporting

We know time is a scare commodity, we made it easier to understand your financial plan.

Asset MAp.PNG

No matter how complicated your personal wealth may be, we  make it easier to understand.

Our valuable objective

We access all financial service providers to ensure our solution are best for you.

Shared value at an affordable price.

This is how we can save you unnecessary costs, without compromising your the cover. 

LOW PREMIUM

R 1 million life, comprehenive disability, dreaded disease. Female, 41, Business Owner, Non-Smoker, 3 year degree, Income R35,000p.m.

HIGH PREMIUM

The team

We collaborate as one so we can to deliver high quality advice with service excellence.

 
Image by Bryan Goff

You benefit

On-going advice can save you 1.6% - 4.4% of your annual investment.

QUADRANT WEALTH

Helping you plan more efficiently.

Connect virtually with a financial professional safely from the comfort of your home via video meeting, mobile or whattsapp messaging.

Use WhatsApp to access the latest financilal planning ideas and relevant news.

How it works

  1. Scan QR code with your camera.

  2. Open WhatsApp and find our details.

  3. Say "Hi" to start the chat.

Your privacy is important to Quadrant Wealth and your personal information is dealt with in terms of the Quadrant Wealth Privacy Policy. All personal information, which is provided by you, will not be shared in any manner, unless you consent to it.