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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.
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Megan joined the Brenthurst Wealth team in March 2026 as an Administrative and Fiduciary Services Assistant at our Val de Vie Office in the Western Cape. Prior to joining Brenthurst, Megan gained three years of experience in the retail sector, where she developed management and client service skills.
I obtained my National Diploma in Financial Information Systems from the Cape Peninsula University of Technology in 1999 and have worked in the wealth management industry since January 2000. Over the years, I have gained extensive experience in various roles, including Portfolio Manager Assistant, Planner Assistant, and Paraplanner.
Esmarelda Isaacs-Andreas joined the Brenthurst Wealth Stellenbosch office in October 2025, taking on the dual role of Receptionist and Fiduciary Administrator.
I obtained my National Diploma in Financial Information Systems from the Cape Peninsula University of Technology in 1999 and have worked in the wealth management industry since January 2000. Over the years, I have gained extensive experience in various roles, including Portfolio Manager Assistant, Planner Assistant, and Paraplanner.
Ashley joined Brenthurst Wealth in January 2025 as Office Administrative Assistant and Receptionist for the Stellenbosch Office.
René Heystek joined Brenthurst Wealth in November 2023, as receptionist and administrative assistant in the newly established George/Garden Route office.
Michelle Heystek has built a career in the financial services over the last two decades, after obtaining her B.Com degree in Financial Management in 2005. Once she joined Brenthurst in 2006, she continued her academic journey, obtaining her Certificate in Wealth Management from INSETA in 2007, followed by a Postgraduate Diploma in Financial Planning from the University of the Free State. In 2008, she earned the Certified Financial Planner (CFP®) designation.
Anelle joined Brenthurst Wealth as a Receptionist and Administrative Assistant to Brian Butchart in the Cape Town office in December 2023. She has a wealth of knowledge from working as a liaison between Financial Advisers and clients at TMA and Absa Investment Management Services (Aims) since 1998. She obtained her B. com degree from the University of Port Elizabeth in 1997.
ADMITTED ATTORNEY | FINANCIAL PLANNER & HEAD OF BRENTHURST FOURWAYS
Sanet was appointed in April 2020, joining our Cape Town team as an Executive Administration Assistant to Renee Eagar. She has been in the financial services industry since 1990. Her previous experience includes positions at Sanlam, BJM and ABSA. She spent her last 12 years working at Alexander Forbes Private Client Wealth as a Senior Wealth Management Assistant. She has received numerous accolades over the years which include but not limited to, Alexander Forbes Client Service Excellence – Silver award in 2014,2015 and 2017. Sanet has also obtained her Certificate in Wealth Management (NQF 5) in 2012 and achieved “Best Student of the Year” from Moonstone.
Maria Smit is a Certified Financial Planner® with over 10 years of experience in the financial planning industry.
