Private Wealth Services Invaluable to Your Generational Goals

You want calm guidance and steady action. We support private wealth decisions with clear planning, disciplined execution, and accountability. You get plain language, a workable financial plan, and an exclusive service experience designed to fit your life goals.

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Private Wealth Management:
A Range Of Services For Private Clients

We deliver wealth and investment guidance through a range of services that we tailor to unique goals and multi-generational needs. Our team of experts designs solution frameworks that are simple to follow and strong enough for long-term decisions. As an authorised financial services provider, we offer financial services that integrate planning, oversight, and reporting.

You can expand options globally, including offshore structures, and access international opportunities while we protect the basics at home. We act as a trusted provider, bring expertise to complex choices, and keep costs visible. This is wealth and investment management that helps build your wealth, preserve family priorities, and move you toward financial freedom with bespoke solutions.

Image of private wealth for New Services at Sterling Private Clients

Estate Planning To Manage Wealth, Income, And Lifestyle

We organise estate planning so your heirs have clarity. We document wills, beneficiaries, and liquidity to cover income needs, and align deeds with your lifestyle and legacy intentions. Our fiduciary coordination sets the right structure for assets, fees, and timelines so executors can act.

We prepare inventories to protect your wealth, preserve capital, and reduce risk of administrative loss. You get a concise checklist, responsible timelines, and named contacts. The financial plan shows how accounts, policies, and asset registers connect, and how to keep records current.

Tax Planning and Savings Advice For Private Clients

We make tax actions clear and timely. The plan highlights allowances, savings opportunities, fee control, and the cash flows to reward good habits. We map documents, deadlines, and finance steps you can follow without confusion.

Our specialist team keeps reporting neat and complete, with one page for rands, rates, and next steps. We add practical guardrails for finance hygiene and show how the financial plan links deductions to outcomes you can track.

Investments And Portfolio Management: Investment Service For Every Client

We set an investment policy you can hold through cycles. The strategy sets allocation bands, product rules, and review triggers you can see at any time. We manage the moving parts, keep the portfolio on course, and tune cash buffers to grow your wealth without losing sleep.

Holdings include a variety of unit trusts and selective stock access to generate ROI income that surpasses inflation and costs. We report quarterly and meet annually to review progress and optimise decisions. The work ties back to the financial plan so investment changes stay purposeful.

Trusted Wealth Management Advice For Your Private Wealth

Your lead expert and support team respond quickly and keep promises. You get transparent fees, plain documents, and meeting notes after every call. We deliver advice with care, keep trust central, and uphold authorised financial services duties with clear sign-offs and records.

This closing section summarises our wealth management promise for the client who values stewardship and clarity: disciplined investment, measured finance, and consistent follow-through. We support private families across generations so you can protect your wealth, grow your wealth, and carry your legacy forward.

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SA Financial Planning Case Studies 2025

Janet quite literally wrote the textbook on financial planning.

SA Financial Planning Case Studies is a practical and dynamic guide. Packed with real-world examples, it covers estate planning, investment strategies, tax optimisation, and retirement planning.

Including questions adapted from previous professional competency exams, and suggested solutions by our experts, it ensures the utmost relevance. Delve into specific financial planning scenarios and discover actionable solutions. The final case study is what makes this guide quintessential, tying everything together in an integrated financial plan. When paired with the SA Financial Planning Handbook, these two resources equip financial planners with the theory and practical guidance they need to excel in their profession and complete the FPI’s capstone course.

Published: January 2025
Edition: 2
Price: R800