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.

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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.

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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

ESTATE

&

LIFESTYLE

PLANNING

BUSINESS CONTINUITY PLANNINGS

SECURE YOUR FAMILY'S FUTURE

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FOREIGN EXCHANGE

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FIDUCIARY & TAX PLANNING

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.

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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.

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REDUCE

TAX

Approved structures to minimise unnecessary income or capital gains tax. 

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OFFSHORE

INVESTING

Efficient offshore tax structures.

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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.

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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.

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PROFESSIONAL ADMINISTRATION

 

Efficient at delivering administrative services.

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On the Phone

INVESTMENT RESEARCH

 

We simplify the complexity of markets  and portfolio construction.

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Trading Floor

REGULATORY FRAMEWORK

 

Due diligence on all product providers to ensures a high standard of regulation and risk management. 

Contract Review
 
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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

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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.

QUADRANT WEALTH

Helping you plan more efficiently.

Become a client in

3 

east steps

Choose the level of service

Decide how involved you want to be.

Find out if advice is right for you.

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.