Wealth Management: Investment Planning, Retirement Planning, Risk Solutions

Gresham Wealth is proudly advice-focused. This means, no matter your stage of life, no matter your needs, we source the most fitting products and solutions for you and your family’s needs and interests. 

Local Investment Planning
We provide local investment advice around the South African context, guided by your risk appetite, predicted investment term, and objectives.
Offshore Investment Planning
Within a global context, our advisors are well-equipped to provide clients with offshore investment advice based on your appetite for risk and investment goals.
Pre-retirement Planning
Preparing for retirement can be a daunting prospect. We assist clients with investments and retirement products to accumulate enough capital to provide a sustainable income during retirement.
Post-retirement Planning
We work with clients who are about to retire - or who have already retired - to structure their investment portfolios to provide a sustainable income and preserve capital with inflation in mind.
Life Cover
Cover the potentially catastrophic loss of your income to your family, protect their future interests, and ensure they are unburdened by estate fees in the event of your death.
Disability Cover
Physical or functional impairment comes at a cost to your income. Cover yourself against the risk of disability and its effect on your financial freedom.
Critical Illness
Severe and prolonged illness can affect your ability to earn and often comes with significant costs. Dread disease cover means you can focus your worry on getting well.
Healthcare Cover
Medical aid and gap cover are invaluable ways to cover your day-to-day medical expenses - and for peace of mind should you be admitted to hospital or need ongoing care.
Asset Protection
General insurance covers the value of your assets against fire, theft, and damage. Your vehicles, buildings, and their contents form part of your greater financial considerations.
Chat To Us Today About Your Investment, Retirement and Risk Requirements

Gresham Wealth provides independent, objective risk, investment, and retirement advice and our selection of top-performing products to protect, grow, and manage your wealth across all life’s milestones.

Gresham Wealth Offers Its Clients Financial Planning and Advisory Services:

Fiduciary & Corporate Services

  • Estate Planning & Administration
  • Wills & Trusts
  • Private Banking

Employee Solutions

  • Pension and Provident Funds
  • Group Retirement Annuities
  • Business Assurance