Quadrant Wealth provides quality financial planning and investment advice that builds long-term wealth.
Are you driving change or you driven by it?
SMART INVESTING MADE SIMPLE
We know what change means to our clients and having a fundamental understanding of this is where we differentiate ourselves and connect in a way that's personalised.
Financial clarity and emotional security empowers you to make informed financial decisions with improved outcomes with the guidance of an experienced financial planner.
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 detailed analysis and recommendation on how best to achieve your long-term objectives and well-being.
FINANCIAL PLANNING &
CONSULTING
In an era of change, where traditional financial planning is no longer good enough, where average is unsatisfactory and the standard approach outdated.
To thrive in this changing environment you need to evolve and adopt new business ideas to achieve the desired outcomes. We know what this means for our clients.
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
WHERE WE MAKE ALL THE DIFFERENCE
CONVENIENCE
View your entire portfolio through a single, easy to use platform.
INNOVATION
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 to you.
INDEPENDENCE
We chose independence above affiliation and loyalty to our client rather than any product provider.
CREDIBILITY
We only use leading providers of investments and insurance solutions..
NO TWO INVESTORS ARE THE SAME,
WE CREATE SOLUTIONS UNIQUE FOR YOU.
ATTENTION TO DETAIL DEFINES US, CONVENIENCE IS WHAT WE DELIVER
CONNECT UNLIMITED ACCOUNTS WHEREVER THEY ARE.
BUSINESS CONTINUATION PLANNING
WE BUILD LONG-TERM STRATEGIC RELATIONSHIPS.
WORKING WITH YOU TO ACHIEVE THE LIFE YOU WANT TO LIVE, MAKE THE CHANGE.
DIRECT INSURANCE AT REDUCED RATES
Some clients know the amount of life insurance they require however seek an unbiased comparison in an easy to understand format.
Quadrant Wealth provides up to 4 comparisons from South Africa's leading life insurers.
An experienced adviser will email and discuss the options telephonically.
Once accepted, you enjoy free cover for the first month.
TIME IS A SCARCE COMMODITY, SPEND IT WITH THOSE THAT MATTER.
ADDED SOLUTIONS PROVIDE CONVENIENCE AND DELIVER EFFICIENCY.
FOREIGN EXCHANGE
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 .