Participate and you could win a cash prize of R10 000 & a unique getaway

Countries, economies, communities and individuals are experiencing an unprecedented global event that has wreaked havoc on all fronts. It is likely to take a long while, years perhaps, for the world economy to recover from the impact of the COVID-19 pandemic.

Amidst this turmoil investors expect exceptional management of their portfolios and diligence of the highest order. Wealth managers have shown to be of great value to investors during such times of volatility.

“Our primary focus is to ensure that we provide our clients with undisrupted service during lockdown, with all offices and advisors operating remotely. Brenthurst’ investment committee continues to assess the impact of COVID-19 on global financial markets and will provide updates on matters as they evolve,” stated Brian Butchart, MD and Key Individual. Read >> Keep Calm as Coronavirus Contagion Weighs on Markets

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

Brenthurst spends a considerable amount of time and resources, researching global investment trends, and performing in-depth due diligence to identify investment opportunities, matching this to our client’s 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 it’s 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.

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.

Your participation will automatically ensure an entry into the draw for R10,000 once you complete the survey. In order to enter the BRENTHURST GETAWAY EXPERIENCE, send a screen-shot of the last page of the survey confirming completion to your financial advisor. Winners of the Brenthurst draw and the Intellidex R10 000 prize will be announced in June.

To participate and share your rating of Brenthurst CLICK HERE: DEADLINE, 30 APRIL 2020.

The survey is managed on-line and only requires a few minutes of your time. All answers will be treated with the strictest confidence. PARTICIPATE IN THE 2020 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 TO VAL DE VIE POLO VILLAGE, WESTERN CAPE.

Why choose us

Brenthurst Wealth was founded in 2004 and is one of the leaders in the wealth management industry in SA. The company has an established track record of exceptional service to clients by providing independent investment advice and focussing on building long term relationships.

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 WEALTH WAS ANNOUNCED AS SOUTH AFRICA’S TOP BOUTIQUE WEALTH MANAGER IN THE 2017 INTELLIDEX WEALTH MANAGER AND PRIVATE BANK AWARD AND RANKED RUNNER-UP IN 2018 AND IN THE TOP 4 IN 2019.

This award recognizes excellence in financial planning. The company was also ranked as one of the TOP FIVE WEALTH MANAGER’S overall which included the larger well-established private banks and corporate financial services companies. BWM was also winner of the EXCELLENCE IN DATA MANAGEMENT category in the International Adviser Award in 2017.

2. PROFESSIONAL

Brenthurst Wealth adheres to the highest standards of professionalism and compliance management. The Brenthurst team is committed to ongoing pro-fessional development and all investment advisors, continuously attend local and international invest-ment seminars and academic courses ensuring that the company’s financial planning practice and compliance management is of the highest standards and ethics.

3. CERTIFIED

Our team consists of nineteen highly-qualified investment advisors, nine 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 Wealth is totally independent and there-fore not obliged to invest with any specific invest-ment 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 Wealth 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 investment options contributed to Brenthurst receiving acco-lades as one of the leading independent wealth
management companies in South Africa.

6. NATIONWIDE & INTERNATIONAL

Brenthurst expanded its national footprint by opening additional offices in the Western Cape, CPT (Waterfront and Claremont), and another office in Gauteng, JHB (Sandton), bringing the total number to seven in South Africa. The company’s first inter-national office was established in Mauritius in 2018, offering investment opportunities to clients as well as assisting in residency, setting up company trusts, registration, and administration.

BRENTHURST TEAM IN MAURITIUS

The Brenthurst Mauritius Team services our growing global client base in the setting up of trusts, foundations, companies and also in the buying of property in order to obtain residency.

BRENTHURST CURRENTLY ASSIST CLIENTS TO SET UP AND APPLY FOR THE FOLLOWING:

  • Residency and work permits
  • Commercial and residential Investment property
  • Foreign exchange transfers and tax clearance
  • Company and trust structures and setup
  • Opening of Mauritius bank accounts without having to be present in Mauritius.

GAVIN BUTCHART GavinB@brenthurstwealth.co.za

BRENTHURST OFFERS A FULL FOREX SERVICE

BWM FOREIGN EXCHANGE CONSULTANT WILL ASSIST YOU WITH THE FOLLOWING SERVICES:

  • Opening of private savings accounts for forex trading purposes
  • Applying for tax-clearance certificates online
  • Administration with regards to forex booking at trading
  • Securing a highly competitive rate

SUZEAN HAUMANN suzean@brenthurstwealth.co.za | YOLANDE BUTCHART ybutchart@brenthurstwealth.co.za

BRENTHURST OFFERS A COMPREHENSIVE RISK SERVICE

This is an independent broking service for all long term insurance needs and risk cover, notably personal life insurance and cover for dread disease and disability. This is an important component of any comprehensive financial plan.

LESLIE GREYLING leslie@brenthurstwealth.co.za | ANDRE BASSON andre@brenthurstwealth.co.za | DANINE VAN ZYL danine@brenthurstwealth.co.za