Maximise your return on life.

Bespoke life-centered financial planning for prosperous families.

We partner with you to live your very best life.

Guiding you to stay true to your priorities and purpose – a collaboration by which your family resources are meticulously planned, organised, and managed. Across generations and borders, our unbiased expertise and tailored services simplify your unique needs to ensure you reach your every goal.

Ours is not so much a focus on return on investment, but rather your peace of mind and return on life.

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Our affiliates.

We are fully licensed, accredited, and partnered exclusively with industry institutions that uphold the highest standards.

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Life beyond retirement should be carefree.

A trip around the world? Visiting your children? Traveling first class? Celebrating a major anniversary? Investments for your grandchildren? A special wedding?

As pre- and post retirement specialists since 2009, we understand that time and family are precious.

We know what worries you most concerning the road ahead.

Making the right investment decisions

In a world of endless investment options and opportunities, making the best choices can feel daunting. With us by your side, we’ll educate you over time and make this complex landscape simple.

Burdening your loved ones

A robust structured estate plan – which can be something as simple as a signed will – guarantees your loved ones will be well provided for given any unforeseen circumstances.

Outliving your retirement savings

By running simulations and varying future scenarios, we’ll demonstrate that you will have sufficient enough wealth to support your family’s plans, dreams, and goals for the future.

How close are you from where you are to where you want to be?

Learn how to live the best life possible with the money you have.

This eye-opening assessment will take you a few moments.

What is my return on life?

The goal is not just saving money — it’s about preserving wealth and providing financial stability for future generations.

Outcomes for every challenge.

Change in circumstances

Be it marriages, divorces, births, relocations, or deaths, we’ve got your wealth secured regardless of the twists and turns ahead.

Taxation

By helping you minimise taxes when passing on property, we ensure your family keeps more of your hard-earned assets while complying with convoluted local and international tax regulations.

Wealth transfer

We actively include second- and third-generation heirs in meetings, guided by a strong family charter. This ensures your wealth goals are upheld and family relationships thrive.

Meet our directors.

Our directors wear many hats, bringing care, passion, and leadership to everything we do. Get to know the people who make up half our crew and 100% of our direction.

Keith McDonald CFP®

Vivienne McDonald CFP®, TEP

Riaan Pretorius CFP®, FPSA®

Want to know more about the team?

We’re a close-knit team passionate about what we do and the people we serve. Get to know the faces behind the work - dedicated, approachable, and always here for you.

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“Wealth Planners is efficient, responsive and caring, and has supported us enormously during some tough times. We're really happy with the growth we've seen in our investments over the years and continue to place our full trust in them."

Mariola Fouche

Our services.

Life-Centered Financial Planning

With so many parts to the puzzle, we strive to keep your financial affairs balanced and in line with the values and priorities that sit at the heart of your family affairs.

Pre- & Post Retirement Planning

By helping you maintain your desired lifestyle during retirement using cashflow models and forecasting, you get to focus on the simple joy of living.

Investment
Advice

Based on your unique investment goals and financial personality, we guide you to make informed decisions, optimise asset allocation, and provide steady support during market volatility.

Tax & Estate
Planning

We help you navigate the complexities of tax and estate planning, creating strategies to preserve your wealth, and secure your legacy in line with your family’s priorities.

We only focus on the things we do best.

We prioritise the generational family connection by engaging with you, your children, and your grandchildren, fostering open communication. Our bespoke, empathetic approach is proactive rather than reactive, ensuring you always feel heard, supported, and understood. Committed to the long term, we’re here with you every step of the way.