Wealth Management

We believe in building ever stronger relationships to push the boundaries of possibilities for our clients.
Total assets of
R 0 billion
under management
A Total of
0
MW clients
Total worth of
R 0 billion
in asset finance
service: Wealth Management

Sterling Private Wealth

Sterling Private Wealth is an independent niche wealth management company providing focused holistic wealth management advice and services to entrepreneurs, corporate executives and retirees. We do this by fostering strong relationships with our clients, keeping the idea of being human at heart. As CERTIFIED FINANCIAL PLANNER® Practitioners, we nurture a mutually-beneficial long-term relationship with our clients by means of the below services: ● Holistic Wealth Management Process; ● Local Investments across the full Spectrum of asset classes; ● Direct Offshore Investments and portfolio management; ● Personal and Business Risk management; ● Sustainable cash flow management; ● Local and Offshore Tax and Estate Planning The Sterling Private Wealth Group compromises several inter-related entities. We have an 18-year history of excellence and pioneering in our field. The team is very highly regarded by industry peers.

Areas of Expertise

Local Financial Services

Local investments across a full spectrum of asset classes, retirement funds, preservation funds, structured wrappers, estate planning, Personal and business risk management.

Offshore Financial Services

Direct offshore investment, offshore portfolio management of funds held overseas jurisdictions, estate planning and tax guidance.

Wealth Management Process

Our wealth management services are specifically geared towards achieving long-term goals and objectives that have been agreed on at the start of our relationship.

Partnering system providers

We provide a truly independent wealth management service where your interests are placed first by utilising external reputable companies who have a long-term track record of superior products and/or services.

Investment Management

Sterling Private Wealth prides itself in partnering its clients with highly respected fund investment management teams, both globally and locally.

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