PARTICIPATE & YOU CAN WIN A CASH PRIZE R10 000!

In a very competitive financial services environment clients have come to expect exceptional service levels and investment solutions. Although multiple similarities exist between companies operating in the private client wealth management sector, each business tries to differentiate themselves and their solutions from their competitors.

Brenthurst Wealth spends a considerable amount of time and resources, researching global investment trends and performing in-depth due diligence in order to identify investment opportunities and matching this to our clients’ objectives and risk profile. We pride ourselves in conducting independent research and tailor-made solutions in order to provide superior long-term outcomes for our clients on an ongoing basis.

The esteemed research and publishing company Intellidex, will publish its annual research report regarding your experience with your private bank and wealth manager in June. The survey is conducted in three parts – by industry professionals, the Intellidex team and by the clients of each respective wealth manager. All answers will be treated with the strictest confidence.

BRENTHURST WEALTH greatly appreciates your participation in the client survey again, which is presented in association with INVESTORS MONTHLY, a specialist investment publication of the respected business publication, FINANCIAL MAIL.

PARTICIPATE IN THE 2019 ON-LINE SURVEY AND STAND A CHANCE TO WIN R10 000! IN ADDITION, BRENTHURST CLIENTS STAND A CHANCE TO WIN A TWO DAY UNIQUE GETAWAY, VAL DE VIE – POLO VILLAGE, WESTERN CAPE.

 

You will be entered automatically for the draw for R10 000 once you have completed the survey. To enter for the Brenthurst GETAWAY EXPERIENCE all you must do is complete the survey and once completed take a screenshot of the page stating that you are done and forward to your advisor as confirmation of your partici- pation. Winners of the Brenthurst draw and the
R10 000 prize will be announced in late June.

To participate and share your rating of Brenthurst Wealth, CLICK HERE: https://www.research.net/r/winR10000

The survey is managed online and only requires a few minutes of your time. We appreciate your time and THANK YOU in advance for your participation.

DEADLINE FOR PARTICIPATION IS 16 MAY 2019.

 

 WHY CHOOSE US

Brenthurst Wealth is considered one of the leaders in the financial planning industry in South Africa. The company was founded in 2004 and has an established track record of exceptional service to clients and maintains a high client retention rate.

Brenthurst has a predominately high net worth client base consisting of individuals, companies and trusts and provides comprehensive financial planning solutions, which include investment and retirement planning, tax planning, direct offshore investment, risk planning, wills and estate planning.

 

1. AWARDS
Brenthurst was announced as SA’S TOP BOUTIQUE WEALTH MANAGER in the 2017 Intellidex Wealth Manager and Private Bank Award and ranked runner-up in 2018. This award recognizes excellence in financial planning. The company was also ranked as one of the TOP FIVE WEALTH MANAGER OVERALL, which included the larger well-established private banks and corporate financial services companies. BWM was also the winner of EXCELLENCE IN DATA MANAGEMENT (WINNER) category in the International Adviser Award in 2017.

2. PROFESSIONAL
Brenthurst was one of the first companies to receive the FPI Approved Professional PracticeTM accreditation. This is a premier accolade and a recognition that BWM subscribes to the highest levels of professionalism. This accreditation also confirms that the company financial planning practice and compliance management is of the highest standards and ethics.

3. CERTIFIED
Brenthurst’s team consists of fourteen highly- qualified investment advisors, eight of whom are Certified Financial Planner® Professionals providing independent investment advice on an individual basis. Having a detailed financial plan provides you with a strategy to make practical financial decisions in all aspects of your life. Brenthurst’s financial planner will guide you through the various financial decisions providing certainty regarding your financial future.

 

4. INDEPENDENT
Brenthurst is totally independent and therefore not obliged to invest with any specific investment providers. Contact the Brenthurst team now and discover how an actively managed investment portfolio can create and maintain wealth over the long term.

5. EXPERIENCE
Brenthurst was founded in 2004 and has an established track record of exceptional service to clients. BWM maintains a high client retention rate by providing independent investment advice and focussing on building long term relationships. Our philosophy of searching for the best invest- ment options contributed to Brenthurst receiving accolades.

6. NATIONWIDE
Brenthurst expanded its national footprint by opening additional offices in the Western Cape viz. Stellenbosch and Newlands. The company’s international office in Mauritius was opened in 2018, offering investment opportunities to clients as well as assisting in residency, setting up company trusts, registration and administration.