Wynie van der Wath

I am a Wealth Advisor, that help clients structure a comprehensive yet realistic financial plan to move them towards financial independence. Together with the a client, I review the process on an ongoing basis by reviewing the correct asset allocation for building a long term investment portfolio. I specialise in investment planning over a broad spectrum of local and offshore instruments including stockbroking services, unit trusts and short term deposits. I have a particular interest in the behavioral aspect of financial decision-making. I believe in facilitating productive discussions to break through the barriers that block decision-making around money matters on an individual level as well as couples and small to medium sized business entities.
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