Quadrant Wealth provides quality financial planning and investment advice that challenges conventional thinking. We view wealth from a different perspective so you can discover solutions with improved outcomes.
We now living in an era of change, where traditional thinking is no longer good enough, where average is unsatisfactory and the standard approach to financial planning outdated. In order to thrive in this changing world you need to evolve.
Along with this comes an important fundamental, trust and transparency. Once you have these you have the ability to build long term strategic relationships that add value.
Our key clients are professionals and business owners and their families as succession planning is what sustains your legacy.
We value your time and know the importance it represents. That is why we focus on what we great at and work with specialised services across all facets of finance in a focused and cost effective way.
This approach ensures shared value at an affordable price that is right for you
THIS IS HOW WE DIFFERENTIATE OURSELVES AND ADD VALUE.
View your entire portfolio through a single, easy to use platform.
We challenge conventional thinking so your solutions remain relevant.
MINIMISE DECISION MAKING RISK
A multi-skilled team of specialists work together to provide high quality advice and service excellence.
We chose independence above affiliation and loyalty to our client rather than any product provider.
We only use leading providers of investments and insurance solutions..
OUR CORE SOLUTIONS
No two investors are the same and this is why we created a full suite of solutions to meet your every need.
Many of our clients that embark on this journey of discovery, find surprising new benefits along the way.
South Africans pay some of the highest investment fees in the world.
Reduced investment fees means you save thousands of Rands per year and hundreds of thousands over your lifetime.
INVESTMENT & RETIREMENT STRATEGIES
A well structured business plan ensures sustainability of your business against unexpected events that affect owners and key employees.
We develop a transfer strategy that minimises taxes and optimises business outcomes.
BUSINESS CONTINUITY PLANNINGS
Whether leaving assets to heirs or need to protect your lifestyle from unexpected events such as illness, death or disability.
We work with our clients to assess their cover and develop an appropriate strategy.
ESTATE & SUCCESSION PLANNING
ATTENTION TO DETAIL DEFINES US, CONVENIENCE IS WHAT WE DELIVER
THE CHOICE IS YOURS.
We provide quality advice with an approach that delivers on your specific need. This ensures we are there every step of the way, irrespective how you wish to going about achieving the life you want to live.
The whole solution is where we deliver the greatest value and outcome.
CONNECT UNLIMITED ACCOUNTS WHEREVER THEY ARE.
WE PROVIDE THE PLATFORM, YOU CHOOSE THE OPTIONS.
YOU CHOOSE, INDEPENDENT SOLUTIONS
We've developed a platform for you to receive 4 unbiased premium and benefit comparisons from South Africa's leading life insurers.
We provide a summarised easy to understand comparison and an experienced adviser will discuss this with you.
Once you satisfied, we arrange a tele-underwrite then we implement the cover in the fastest possible time.
Enjoy free cover for the first month.
Some clients know what they want and prefer to implement their own risk cover for major life events.
Up to 40% savings on your premium
THE TEAM THAT MAKES IT HAPPEN
WORKING WITH YOU TO ACHIEVE THE LIFE YOU WANT TO LIVE, MAKE THE CHANGE.
OUR ADDED SOLUTIONS ARE CONVENIENT & EFFICIENT.
Obtain preferential rates and facilitate all applications.
MOTOR & HOUSEHOLD INSURANCE
The convenience of reviewing your short term insurance and ensuring the cover is relevant.
EMPLOYEE RETIREMENT FUND
Assist companies with an objective analysis of their current employment scheme and lifestyle programs.
BUSINESS AGREEMENT & TRUST DEED
Review your contracts regularly so they remain relevant and avoid unnecessary taxes.