Welcome to Precept Wealth Solutions

Never before has it been so important to ensure that one's investments and personal financial planning strategy are carefully and consistently managed and monitored. This is particularly the case given the current dramatic increase in world market volatility.

Precept Wealth Solutions (PWS) is a niche wealth management company that manages the financial planning needs of corporate executives, entrepreneurs and retirees. PWS' services include:

  • Onshore and Offshore Investment Strategies
  • Pre and post Retirement planning
  • Personal risk management
  • Corporate Benefits Services
  • Cash and Asset Management Services
  • Business assurance, and
  • Administration services
Read more...
 

Meet our team

Mandy Stratfold, Bcom, AFPI, Director

Mandy Stratfold started in the investment and assurance industry in January 1990 with Old Mutual, Mandy left Old Mutual to partner in a brokerage, Northwest Financial Services cc. After that ran the medical aid company for Fussell & Associates, then Mandy joined Commercial Union for a short time before joining Alexander Forbes in 1997. Mandy was a Director of the Financial Planning Company, a division of Alexander Forbes. Mandy left Alexander Forbes in July 2002 to start Precept Wealth Solutions (Pty) Ltd.

Liz Russell

Liz joined Alexander Forbes in 1995, Liz was the PA to a senior director of the Financial Planning company within Alexander Forbes. In March 2006 Liz joined Precept Wealth Solutions. Liz’s role fulfills a comprehensive role for clients of Precept Wealth Solutions. The role encompasses administration functions as well as regular client interface functions.

Tatenda Mupunga

Tatenda joined Precept Wealth Solutions in July 2010, as a Paraplanner /Trainee Financial Advisor. She has a Post-graduate Qualification in Finance, Banking and Investments Management which she completed at UKZN, Pietermaritzburg. Her roles include preparing and administering  of Financial plans/reports, maintaining complete and accurate client and financial records,  attending to various client enquiries and queries. She has completed her Financial Industry Representative Examinations and aspires to become a Qualified Financial Advisor.

Last Updated on Wednesday, 02 May 2012 14:05 Read more...
 

New Offices

 

 

Last Updated on Monday, 05 November 2012 15:38
 

WE'VE MOVED.....................

Please be advised that we are no longer situated in Nelson Mandela Square.  We have moved to Wierda Court, 107 Johan Street, corner Katherine Street, Sandown.  Our new contact numbers and postal address are (011) 784-1128 : Fax Number (011) 784-1876 : PO Box 653603, Benmore 2010

 

Coronation Fund Managers Presentation: Investment strategies for maximising returns in 2013

Tuesday, 12 March 2013 16.30- 17.30pm

Place: The Marion on Nicol, Hamilton Ave, Johannesburg

For bookings and more information email us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 

 

 

 

 

Recieve our newsletter

Your mail*



Most Popular

Recent Articles

Finance Audit

Director of Precept Wealth Solutions, Mandy Stratfold

Managing your money well and being financially independent means being in a position where money constraints no longer get in the way of achieving your ideal life. To help you get started, try putting this plan into action:

Step 1 Keep one month’s salary in a money market account that you can draw from at short notice. This will cover job-loss shortfalls, emergency car repairs or a big medical bill.
Read more...