Our Story

At Excel Wealth Management, we are not here simply to sell you financial products and services. Our aim is to help you to benefit from our in-depth knowledge and expertise leading to superior financial decisions, which, in turn, can help you to achieve financial peace of mind.

Excel Wealth Management has been recognised as one of South Africa’s leading independent financial service providers. We are passionate about our business and we constantly strive to be the superior choice for those seeking advice and guidance on personal financial matters.

Our commitment is to get to know you because it is only by understanding your real financial objectives that we can set about helping you to achieve them. We don’t accept the ‘norm’ as a way of doing things and we think you will appreciate the high standards, which we set for everyone at Excel Wealth Management who is responsible for looking after your financial well-being.

We help clients of all ages and backgrounds to identify the most appropriate financial solutions at different stages in their lives.

At Excel Wealth Management we recognize that what people want and need, and their financial priorities, can vary enormously. For example, at different times in life your financial focus may be building up savings for the future, or focusing on the family, or planning for retirement.

We also understand that there are key events that may cause you to re-assess your financial priorities and requirements. Some can be planned for like marriage, buying a home, having children and retirement. Some may be unexpected and stressful like redundancy or bereavement.

Our expert financial advisers take the time to get to know your particular situation and are familiar with the common issues that relate to different situations and events. Their expertise and experience can help you understand and implement the best financial solutions for you, delivered with a personal approach.

From retirement and tax planning to mortgages/bonds, pensions and investments, we have a range of specialists who can find the right solution for you. And of course, our advice extends to corporates and businesses as well as personal financial guidance.

List of Our Services

• Private Wealth Management
• Investment portfolio structuring
• Inheritance tax planning
• Life Insurance
• Retirement Planning
• Medical Aid Plans
• Employee Benefits and Corporate Services
• Buy – let property portfolio structuring
• Buying property abroad
• Property development and real estate
• Wills & trusts
• Administration of deceased estates                                                                    
• Short Term Insurance (Business, Motor Vehicles and Home & Contents insurance