Smart planning made easier.
Investment | Wealth | Insurance | Retirement
QUADRANT WEALTH provides quality financial planning and investment advice.
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.
Value is embedded in our ability to see the bigger picture and provide best advice to affluent and professional families.
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 efficient problem solvers and strive to enhance your financial outcome.
INNOVATE & CONSOLIDATE
Seamlessly integrate 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.
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.
A broad choice of investment and customised solutions centred around your need, risk tolerance and time horizon.
INVESTMENT
&
RETIREMENT STRATEGIES
INVESTING THAT'S RIGHT FOR YOU
Financial clarity empowers you to make informed decisions about your future.
This is how we do it.
ESTATE
&
LIFESTYLE
PLANNING
A well structured plan ensures sustainability of your business and a transfer strategy to mitigate any taxes and unexpected events.
BUSINESS CONTINUITY PLANNINGS
Whether leaving assets to heirs or protect your lifestyle from unexpected events such as illness and disability.
We guide every cleint.
SECURE YOUR FAMILY'S FUTURE
FOREIGN EXCHANGE
We facilitate and simplify your foreign exchange application with extremely competitive FX rates.
Guarantee to beat a formal quote from major banks on any currency.
Through our partners we offer tax clearance, emigration and expat tax advice.
FIDUCIARY & TAX PLANNING
Ensure a smooth transfer of wealth to the next generation and avoid unintended consequences
Clients who embark on this journey, discover new opportunities.
Innovative reporting
We know time is a scare commodity, we made it easier to understand your financial plan.
No matter how complicated your personal wealth may be, we make it easier to understand.
Improved offering
We provide investment options that minimise decision making risk.
STRUCTURED INVESTMENT
Alternate investment strategies with capital guarantee and index gearing.
REDUCE
TAX
Approved structures to minimise unnecessary income or capital gains tax.
OFFSHORE
INVESTING
Efficient offshore tax structures.
DEBT
RESTRUCTURING
Understanding debt and restructuring saves unnecessary interest and charges.
HYBRID INCOME PLANS
Combine guarantee and living annuity options to reduce income fluctuations.
LISTED SHARES & ETF'S
Investment portfolios designed around your preferred style of investments.
Objective solutions
We have access to all financial service providers and compare quotes so you save money without compromising on your cover.
INSURER A
R 523
INSURER D
R 636
INSURER B
R 572
INSURER E
R 655
INSURER C
R 601
INSURER F
R 748
LOW PREMIUM
HIGH PREMIUM
R 1 million life, comprehenive disability, dreaded disease. Female, 41, Business Owner, Non-Smoker, 3 year degree, Income R35,000p.m.
The team
We collaborate as one so we can to deliver high quality advice with service excellence.
FOUNDER & WEALTH STRATEGIST
Monre Steyn
26 years experience in comprehensive financial planning and private banking.
PROFESSIONAL ADMINISTRATION
Efficient at delivering administrative services.
INVESTMENT RESEARCH
We simplify the complexity of markets and portfolio construction.
REGULATORY FRAMEWORK
Due diligence on all product providers to ensures a high standard of regulation and risk management.
This is how you benefit
You at the core of everything we do and our principle of client first ensures we add value every step of the way. It's this stewardship where our on-going advice can save you 1.6% - 4.4% of annual fees.
LONG TERM RELATIONSHIP
We build trust from your wealth building years to retirement to the transfer of your wealth. Time is how we better understand your every need.
CONVENIENCE
You have unlimited access to a team of financial specialists.
SAVING TIME
We can precisely match your need and therefore efficiently create more time so you can focus on what matters most. to you.
HOLSITIC
View your wealth in it's entirety, possibilities become endless.
SINGLE POINT OF CONTACT
Connect unlimited accounts and view your portfolio via a single advice platform.
LOWER FEES
We don't have outside owners taking a portion of your returns, which is how we can continuously lower your costs.