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“Given the proper care and consideration everything grows and prospers.”

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.

OUR TEAM

  1. Mandy Stratfold, Bcom, AFPI, Director
    Mandy Stratfold, Bcom, AFPI, Director
  2. Liz Russell, Financial Advisory Assistant
    Liz Russell, Financial Advisory Assistant
  3. Jeanette Ford, Business Operations
    Jeanette Ford, Business Operations
  4. Mfundiso Twala, Receptionist, Admin Assistant
    Mfundiso Twala, Receptionist, Admin Assistant
  5. Dr Conrad Booysen, Financial Advisor
    Dr Conrad Booysen, Financial Advisor
  6. Lee-Ann Marx, Paraplanner
    Lee-Ann Marx, Paraplanner
  7. Jenifer Steyn, Office Manager
    Jenifer Steyn, Office Manager
  8. Jay Finini
    Jay Finini

We provide professional advice and access to the following:

  • Global wealth management and strategy and investment advice
  • Local investment portfolios consisting of a combination of cash, equities, property and bond instruments, plus specialised hedge and structured funds.
  • Investment products including retirement funds and annuities, and assisting with financial goals.
  • Estate planning including wills and trusts.
  • Retirement, resignation and retrenchment planning.
  • Tax planning and financial wellness, personal financial planning.
  • Personal risk management (including assessment of existing life policies, retirement annuities, endowments and employee benefits).
  • Business risk management including shareholder protection risk cover and key man insurance.

INDEPENDENT PARTNERS