Private Wealth
Welcome to Sterling Private Wealth
Sterling Private Wealth is an independent, niche wealth management firm dedicated to empowering entrepreneurs, corporate executives, and retirees in South Africa. With over 100 years of combined experience, our team builds deep, human-centred relationships to deliver holistic financial solutions tailored to your unique goals. We prioritise simplicity, trust, and excellence to manage your wealth with care, aligning with your values and aspirations.
Our Services
We offer comprehensive wealth management services to secure your financial future and unlock your potential, including:
- Financial Planning: Personalised strategies for long-term goals like retirement and wealth preservation, following the 6 Step Financial Planning Process.
- Investment Management: Diversified portfolios built with globally and locally respected fund managers, focusing on downside protection and sustainable growth.
- Estate Planning: Tailored solutions for efficient asset distribution, including trusts and legacy planning.
- Risk Management: Comprehensive life assurance and risk solutions to protect your family and business.
- Administration Services: Seamless management of retirement funds, living annuities, and other financial products.
Why Choose Sterling Private Wealth?
Our independent approach: Ensures unbiased selection of top-tier service providers, putting your interests first.
- Client-Centric Approach: We craft bespoke strategies by understanding your needs, values, and concerns.
- Experienced Team: Our advisors, including CERTIFIED FINANCIAL PLANNER® and Chartered Accountant (CA(SA))professionals, bring decades of expertise.
- Independent Expertise: As an authorised Financial Services Provider, we partner with respected fund managers for high-quality solutions.
- Holistic Focus: We coordinate all aspects of your wealth for a seamless, integrated experience.
Learn More About How We Help
Retirement Planning
Investment Planning
Estate Planning
Risk Planning
Offshore Financial Services
Bespoke Tax Planning
Private Wealth Management
Contact us to learn how Sterling Private Wealth can support you with tailored investment strategies, offshore structuring, and long-term wealth planning to help secure your financial future.
