Our Services

Investment Planning

Retirement Planning

Offshore Investment

Tax Planning

Estate Planning

Risk Planning

Our Philosophy

Our commitment to investment success, wealth creation and wealth preservation is achieved as a result of individual ongoing advice, building long-term relationships and ensuring that our professional planners are continuously educated about ever-changing global market conditions.

“The fine art of managing investments requires consistency, patience and the critical ability to perceive a long-term approach to the creation of wealth and most importantly, the power of good sound investment advice.”

Why Choose Us

AWARDS

Brenthurst Wealth was voted
–SA’S TOP BOUTIQUE WEALTH MANAGER– in the 2020 & 2017 Intellidex Wealth Manager and Private Bank Award and ranked
-TOP FIVE WEALTH MANAGER OVERALL – which included the larger well-established private banks and corporate financial services companies. BWM was also winner of  – EXCELLENCE IN DATA MANAGEMENT category in the International Adviser Awards.

PROFESSIONAL

Brenthurst’s professional advisory team of 20 experienced individuals, includes thirteen Certified Financial Planning® Professionals, an investment strategist, tax expert, two attorneys for fiduciary services, two expert risk planning financial advisors, seven junior advisors and para-planners. The company is committed to ongoing professional development and all team members continuously attend local and international investment seminars and additional academic courses. The company is committed to maintaining the highest standards of ethics in all professional services provided.

CERTIFIED

Brenthurst’s team consists of sixteen highly-qualified investment advisors, who provide 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.

Our financial planner will guide you through the various financial decisions providing certainty regarding your financial future.
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INDEPENDENT

Brenthurst is totally independent and therefore not obliged to invest with any specific investment providers.

Contact Brenthurst’s Wealth Managers now and discover how an actively managed investment portfolio can create and maintain wealth over the long term.

EXPERIENCE

Brenthurst was established 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 accolades.

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NATIONWIDE

 Brenthurst expanded its national footprint by opening additional offices in the Western Cape.  Two offices in CPT (Waterfront & Claremont) and recently Val De Vie,Paarl) Opening another office in JHB (Sandton) brings the total number to eight in SA.
 The company’s first international 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.

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Testimonials

“Dear Aidan

Thank you very much for your professional service.

H Klein”

26 May 2021

“Hello Leslie

I just want to compliment you on a fine written article on Retirement planning. So much insight and information that one can easily look into for valuable outcomes for the future in retirement

Your calculations on what is required pm x year divided by 5 % is so clear and figures derived is a good starting point too!

Thank you, B Pillay”

22 May 2021

“Dear Brian and the Brenthurst team

Thank you for truly valued assistance in advising and facilitating this investment and of course managing the rest of our portfolios with so much care and professionalism. You are truly appreciated.

Kind regards, T Redelinghuys”

6 May 2021

“Hi Mags

Thank you for your sound advice.
It has very clearly illustrated the value of the decisions you guided us through, as well as the opportunity cost of indecision.

Kind regards, Chris”

4 May 2021

“Goeie dag Marise.

Baie dankie vir die volledige en breedvoerige terugvoering, waardeer opreg. Baie dankie vir jou goeie diens, hulp en ondersteuning aan my.

Ek glo en vetrou dat jy my belange op die hart dra en net die beste moontlike opbrengs vir my wil bewerkstellig.

Baie dankie vir al jou moeite. Groete, Jan”

16 April 2021

“Dear Malissa,

Thank you for the changes to my will, it looks absolutely perfect. Job well done, you are a master of your craft.

Much appreciated. Kind regards, N Duarte”

31 March 2021

“Dear Brian,

Thank you once again for excellent service. I really appreciate the summary of current conditions and the precise communication.

Kind regards, J de Jager”

30 March 2021

“Dankie Sonia & Kerry,

Dit is n absolute plesier om in vandag se tyd te deel met mense soos julle waar alles net gebeur.

Ek hoef nie te worrie of iets nog uitstaande, onafgehandel of dalk verkeerd kan gaan nie.

Gemoedsrus diens

Groete en lekker naweek, Mnr. Fouché”

Friday, 26 February 2021

“Thank you Arin & Lara,

You service has been absolutely above and beyond the best customer service anyone could hope for. I cannot express just how much I appreciate it after this rollercoaster ride with SAA.

I appreciate everything, Beau”

16 February 2021

“Hi Renee,

Congratulations on your well written and insightful article; ”Why has the Rand made a come-back?”.

Keep up the awesome service you and your team provide, much appreciated.”

Cheers, Eric

17 February 2021

“Dear Malissa, Sonia and Lebanette

Thanks again to all of you for your amazing assistance with the drafting of and amendment to our will.

Over the past ten plus years I got so used to receiving this kind of professional service, that I’m not sure how I would deal with anything less somewhere else.
Kind regards to you all.”

E du Plessis

11 February 2021

“Goeiedag Andre en Ronelle,

Julle lewer puik diens daar in die Kaap. Al jul raad en administrasie geskied blitsvinnig! Andre, ek stem 100% saam met jou verandering. Ronelle, jy sal nooit mag aftree nie; jou diens is te puik.

Baie dankie vir jul puik diens.”

Vriendelike groete, G Maritz.

03 February 2021

 

“Beste Magnus en Sue,

Ons is so bevoorreg dat jy al die jare na ons finansiele sake omgesien het. Sonder jou advise en hulp sou dit nooit tot die huidige waardes gestyg het nie .

Baie dankie ook vir die goeie wense.”

Groete Nic en Rita

16 Januarie 2021

 

“Dear Brian,

I would just like to thank you and Daleen for your great service and advice this past difficult year, but also since we joined Brenthurst.”

Regards Wessel and family,

19 December 2020

 

“Dear Brian, Well done to all of you with regards to your award. I’d better start spending some money because you’re currently growing it a lot faster than we are spending it.

Nice position for us to be in.”   Thanks again, J & R

“Hi Sonia, I’ve just been checking out the latest Investors Monthly magazine and read all about Brenthurst Wealth’s fine achievements.

Congratulations on being awarded the Top Boutique Wealth Manger for 2020! Absolutely awesome news.

And I can understand why. It’s your commitment to making sure that your clients are continuously kept up to date regarding the latest investment trends and cutting edge products. So important in these incredibly difficult markets. I’m so glad I chose Brenthurst Wealth to look after my investments.”

–

Peter

“Dear Brenthurst Wealth, A big congratulations to you all.
You deserve it to have been nominated SA Top Wealth Manager.”

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T Browne

“Hallo Magnus, Ons is regtig besonder bevoorreg dat jy na ons beleggings omsien. Nogmaals baie dankie.”

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Nic & Rita

“Brenthurst Wealth Awarded Top Wealth Manager in SA, 2020. – Congratulations Magnus, Sue, Renee and the rest of the team!”

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Dr Vic Diab

“Baie geluk julle Brenthurst Wealth. Dis ʼn groot prestasie om op trots te wees. Groete, Jan en Elna”

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Jan en Elna

“Baie geluk met Brenthurst se toekenning!! Ek kan net beaam dat julle die beste is en dat julle my belange op die hart dra.
Julle is omgee mense en voel ń mens dit.. nie net nog ń nommer of naam by ń instansie..
Baie geluk en doet so voort! Groete, Pop”

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Pop

“These people know their story. Financial advice based on sound principals. A one-stop place to get finances, investments, wills and planning for the future in place. Do it now. Sooner you get started, the better!”

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Mark Pretorius

“Dear Renee, You have been a model of what every professional financial advisor should be in the industry. You are extremely professional, articulate, understanding and engaging. Most importantly, a person who can be trusted with the most important financial decisions. You have vast financial experience and undoubtedly work incredibly hard and sacrifice a great deal to get to where you are today. You have navigated through difficult financial markets, making correct and objective financial decisions for us clients.”

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Jarad B

“Goeiemôre Marise, Ek wil net hiermee my hartlike dank aan julle en Brenthurstwealth in die algemeen oordra. Ek is so pas klaar met my maandelikse boekhouding. Waar ek gedink het ek gaan depressief wees is dit heeltemal die teendeel. Ek kan dit net toeskryf aan julle professionele ingesteldheid en goeie en toepaslike advies wat julle alleenlik kan verkry met deeglike marknavorsing en vinger op die pols mentaliteit. Julle verdien n groot applous!! Nogmaals baie dankie.”

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Nagel

“Hallo Suzean. Dankie vir hierdie insiggewende opsomming van wat aangaan in die finansiele wereld…wel ek kan net dankie se vir jou. Dankie dat jy na my goedjies omsien in hierdie absolute gaos.Ek dink nie iemand weet regtig wat wag op ons nie. Baie dankie en bly veilig”

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Pop

“ Once again thank you Malissa for your comments and observations and we look forward to seeing your initial draft wills. I would also like to note that you are, for me, a rare person, who, without having to resort to lengthy verbal discussions, seems to recognize and get to, as well as display in your tabulated reply example, the nub of the questions I have posed. ”

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CHARLES VAN DER MERWE

“ Thank you Brian for all your assistance and efficiency in managing my investments during 2017. I often think how lucky I was to have you managing my portfolio and hence allowing me to retire early and enjoy life.
Thank you. ”

–

LYNDA BLAKE

“ I am forever indebted to Magnus for the timeous warnings he gave many years ago on Tigon, Usapho trust. Fidentia and Masterbond. When financial advisors were pressing their clients to invest in these schemes, MAGNUS and the late financial journalist of the FM were the only sane guys around. People around me lost millions. When Magnus says something, I listen very carefully. ”

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JOE ELZE

“ Sonia, I have just read your very interesting supplement in this week’s FM, and it made me feel real good to be one of your 2,000 clients. Well done! What really stands out for me, is how uniquely placed BWM is by being totally independent and still managed by its three founders. Congratulations again on the 2017 Intellidex Wealth Manager award. ”

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PETE

“ Baie dankie vir die interessante grafiek. Dit wys jou net hoe belangrik dit is om van deskundige raad gebruik te maak, daarom wil ons jou graag bedank vir wat jy vir ons bereik het die afgelope 25 jaar. Ons waardeer dit regtig baie. Nogmaals baie dankie.”

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NIC EN RITA

“ I have been an avid reader of MH’s writings for over 2 decades, ever since his warnings on the huge pyramid schemes of the nineties. Other financial advisors were urging clients to invest with Porrit and the like. Heystek and the late Financial editor of the Fin Mail were the exceptions. Magnus has proved his integrity, insight and professionalism over and over again. ”

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JOE ELZE

“ Baie dankie Magnus vir die ongelooflike ‘straight talking’ in jou artikel in Moneyweb vandag.
Magtig maar dit was pragtig! ‘May you be blessed to keep on keeping on’!. As ‘n entrepreneur vir meer as 30 jaar, kan ek net sê: Bravo vir Magnus Heystek!! ”

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EBEN DU PLESSIS

“ Hiermee wil ons net aan julle as span oordra dat ons gister se gesprekspunte asook die samesyn agterna baie geniet het. Dit was regtig aangenaam – ook om die nuwe Kaapse lede van jul span te ontmoet.
Baie dankie Suzean. ”

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HENNIE EN LIENEKE DU TOIT

“ Dankie vir die inligting om julle kliënte te laat deel in julle prosesse. In reaksie hierop kan ek slegs meld dat die diens wat ons oor talle jare van Sonia du Plessis ontvang het, sekerlik die beste behandeling is wat ons nog by enige instansie op enige stadium beleef het. Deur ondervinding weet ons dat sy te alle tye vir ons die beste sal doen, tenspyte daarvan dat ons belegging maar baie klein is. Onder haar sorg het ons nie veel behoefte aan addisionele inligting nie. Ons kan maar net hoop dat sy na verdienste beloon sal word vir die entosiasme waarmee sy haar werk doen. ”

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PIETER EN RINA DU PREEZ

“ Thank you for the update. You are AMAZING Karen! Thank you for everything you have helped myself and Nicole with so far. I have only ever had great service and a great experience. It’s when organizations have individuals such as yourself that they win awards like TOP BOUTIQUE WEALTH MANAGER in SA. ”

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DAMIEN

“Dear Magnus, In about 1998 you managed my portfolio of around R10m. You gave me this calculator which still works and has never needed a battery! Better still it has been adding up my returns on a monthly basis as is suggested on the calculator.

The only thing that has changed from then is the total amount. Its now much more. I have followed your diversification guidelines in retirement (at age 53) as suggested in your just received newsletter.

Thank you for putting me on the right track”

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JM

“Baie dankie vir die interessante grafiek Magnus. Dit wys jou net hoe belangrik dit is om van deskundige raad gebruik te maak, daarom wil ons jou graag bedank vir wat jy vir ons bereik het die afgelope 25 jaar. Ons waardeer dit regtig baie. Nogmaals baie dankie.”

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NIC & RITA

“Dear Renee, Thanks very much for your report. We think that you are an absolute star and are extremely happy to have placed our investments in your care during these volatile times. It must be extremely trying being in your industry at the moment! Thanks for managing our portfolio so well for us during these ridiculously turbulent times”

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Paul D.

“Brian, you are the best in this business “BRENTHURST VOTED AS SA’S TOP WEALTH MANAGER”. I have been with 4 other companies in this field before, but they were poor.”

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VAN RENSBURG

“Dankie Brenthurst Wealth vir die inligting, altyd baie insiggewend. Ek wil ook net van die geleentheid gebruik maak om vir Ronelle te bedank vir uit sortering van my pension portefeulje. Julle diens was professioneel, vriendelik en geduldig. Ek ek beveel julle aan by almal wat navraag doen.”

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K. FOURIE

“ Dankie aan jul almal en Yolandi by Brenthurst vir die seminaar. Ek het in die laaste tyd my kennis begin opskerp oor finansies en het die seminaar baie insiggewend gevind. My vriendin, Marie du Preez, wat oor ‘n jaar of wat aftree het ook na die seminaar vir die 1ste keer te laat blyk dat sy nou die waarde van die aftree beplanning insien. Dankie ook aan Magnus nie net vir die seminaar nie maar oor alles wat hy in die bree doen om die gewone mens bewus te maak van die korekte finansiele beplanning. Ek volg sy praatjies oor die afgelope paar jaar en het ook al heelwat van sy boeke aangekoop. ”

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ELIZE KRUGER

“Hi Mags, Just a short note from me to say thank you and that I’m happy I stuck with your advice on the new portfolio – I see it is performing well at the moment.”

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M Kurz

“Dear Magnus, Renee and Sue,

On behalf of the Diab’s I would like to thank you most sincerely for your friendship, dedication , but not least for the service you are providing to us.

I know that you will always try to procure the best investments for us. May we wish you and your families all the best for the Festive Season. May you rest well, travel safely and be full of joy and happiness.

May you return with good hopes and high spirits in January and may the year 2019 be the best ever”

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Vic

“Dear Magnus,

 May I take the opportunity to thank you for the services that you have rendered so selfless during the year. We note all your additional efforts and appreciate it more than words can say. You safeguard our investments as if it was your own.

It is comforting to know that we can rely on your professional guidance in all our investment decision making.

We wish you and your loved ones God’s blessings and a peaceful, safe and healthy festive season.”

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Tommie

“Ek kan nie my dankbaarheid in woorde uitspreek nie Suzean – jy het dit weer reggekry om my te kalmeer. Baie baie dankie vir jou gerusstellende antwoord en die uitstekende verduideliking.”

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Hanlie

“Thank you for the update Lebanette. You were all so efficient and I am thoroughly impressed!”

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Maxine

“Baie dankie Suzean vir die Stellenbosch seminaar uirnodiging. Soos altyd is hierdie byeenkomste altyd baie objektief met informasie en feite. Ons het die fantastiese eetgoed baie geniet.”

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Vivian en Lorraine

“Beste Suzean, Baie dankie vir jou flink hulp met opening van die rekening en die oordrag van die dollars, ek waardeer dit!”

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J Kriel

“Hallo Suzean, Jul diens is ongelooflik. Baie dankie”

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T Jacobs

“Dear Brian, I wanted to place on record my thanks to you for taking the time to spend with me during your recent visit to Knysna. As I explained during our meeting, I feel increasingly vulnerable as I age and it is of comfort to me to know you are looking after my portfolio and that you are not recommending any changes at this point in time. Once again my heartfelt appreciation for keeping an eye on my investments and for being a friend”

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Barbara

“Eerstens wil ek die Pretoia Brenthurst Span bedank vir absoluut uitstaande diens! Nadat ek my navorsing gedoen het en op Brenthurst as adviseur(s) besluit het, het julle telkens ons verwagtinge oortref. Op hierdie stadium van ons lewe het ons iemand nodig wat ons kan vertrou en op wie ons kan staat maak. Dankie daarvoor!”

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R&H Hauter

“Dagsê Magnus, Suzean Hauman by die Bellville kantore is my finansiële adviseur. Ons buitelandse belegging wat sy gedoen het in 2019 het bo my en my vrou se verwagting presteer en ek het haar daarvoor bedank. Sy doen, met my gebrekkige kennis van markte en finansiële sake, vir ons ‘n baie goeie job. Baie dankie daarvoor en ook aan Brenthurst omdat ek groot respek het vir jou en jou span se kennis, raad en integriteit. Hiermee saam wil ek ook my waardering uitspreek vir Ronelle Stipp se ondersteuning, deeglikheid, geduld en vriendelikheid.”

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Bekker

“Dear Suzean. Thank you once again for taking the time to meet with me.  I actually really enjoy talking to you as you seem to make the burden seem so much lighter.  I love your friendly approach as it makes the bad news seem not that bad and that life is not so stressful.  Thank you for making me see the bigger picture and to make me understand this complicated finance story. Really appreciate it.  I will keep you updated with my movements.”

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Jenny

 BRENTHURST GLOBAL BALANCED FUND CELEBRATES 10 YEARS

Ten years ago, Brenthurst Wealth took the bold and brave step of setting up its own globally managed fund for exclusive use of its clients.
Not only has the fund survived and grown the investments of its clients handsomely, it also beat the performance of some of the better known brand names on the investments landscape. READ MORE

WATCH: Investment Updates

LISTEN: Podcasts

Magnus Heystek: PretoriaFM Ekonomiese groeisyfer
Magnus Heystek June 8, 2021
Marise Smit: Strictly Business Podcast Does the stronger rand present opportunities for investing offshore?
Marise Smit June 8, 2021
Brenthurst consulting economist Mike Schussler: BizNews Radio GDP growth
Brenthurst consulting economist Mike Schussler June 8, 2021
Mags Heystek: Strictly Business Podcast The importance of managing your household budget
Mags Heystek June 1, 2021
Maria Smit: Pretoria FM Die skokkende werkloosheidsyfer en die belangrikheid van ‘n noodfonds
Maria Smit June 1, 2021
Listen More

Latest Investment Reports

A stronger rand presents opportunities for offshore investors, Issue 403, June 2021

Investing is an Olympian effort, Issue 402, June 2021

Beware of grey areas with your retirement, Issue 401, June 2021

All the talk about inflation… is there a need to be worried, June 2021

MONTHLY Market & Economic Update, June 2021

MAANDELIKSE Mark en Ekonomiese Verslag, Junie 2021

BRENTHURST'S LATEST INVESTMENT REPORTS 2021
READ MORE; THE WORLD OF INVESTMENT 2020 - 2021

Latest Investment Reports

Beware of the grey areas with your retirement

Beware of the grey areas with your retirement

Jun 7, 2021

*This content is brought to you by Brenthurst Wealth By Rocco van Zyl*  Anyone who has some life experience will tell you that life is not black and white, but rather different shades of grey. This concept is just as true when it comes to investing, with all the...

Options beneficiaries have at death on retirement products

Options beneficiaries have at death on retirement products

May 15, 2021

*This content is brought to you by Brenthurst Wealth   By Sonia du Plessis*  When looking at retirement products, one needs to differentiate between “pre-retirement” and “post retirement” products, as their treatment and options are different in the event of the...

covid-19

During this time of global challenges, your health and safety remain at the forefront. We encourage all our clients to be cautious, avoid panic, and prioritize taking care of themselves, their families and the most vulnerable in their communities  https://sacoronavirus.co.za/

JOHANNESBURG

FOURWAYS

+27 (0)11 799 8100

Unit 2B
Cedar Office Estate
Cedar Road & Stinkwood Close
Fourways

JOHANNESBURG

SANDTON

+27 (0)10 035 1391

Suite 02, Ground Floor
Daisy Street Office Park
135 Daisy Street
Sandton

PRETORIA

ERASMUSKLOOF

+27 (0)12 347 8240

Block E
Castle Walk Corporate Park,
Cnr Nossob & Swakop Street
Pretoria

CAPE TOWN

WATERFRONT

+27 (0)21 418 1236

Unit 120, East Wing
The Yacht Club
2 Dockrail Road
Foreshore

CAPE TOWN

CLAREMONT

+27 (0)21 418 1236

Suite 518
Protea Place
40 Dreyer Street
Claremont

BELLVILLE

TYGERVALLEY

+27 (0)21 914 9646

Tyger Waterfront Terraces
Block 2
Carl Cronje Drive
Bellville

Stellenbosch

CENTRAL

+27 (0)21 882 8706

Unit 3
La Gratitude
97 Dorp Street
Stellenbosch

Paarl

VAL DE VIE

+27 (0)21 100 3901

Polo Village Office A309
Val de Vie Boulevard
Val de Vie Estate
Paarl

Mauritius

BAMBOUS

+230 5843 5215

Suite 1D
Clarens Fields Business Park
Riviere Noire Road
Bambous

BRENTHURST SATELLITE OFFICES

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Brenthurst Wealth Management (Pty) Ltd. is an authorised FSP in terms of the FAIS Act, 2002 (FSP No 7833) © 2018 Brenthurst Wealth Management. All Rights Reserved.

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