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.
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.
Merchant West (Pty) Ltd Merchant West (Pty) Ltd Registration Number: 2000/012050/07 is an Authorised Financial Services and Credit Provider. (FSP: 7042) (NCRCP4298)
Disclaimer Merchant West (Pty) Ltd and its directors, officers and employees shall not be responsible and disclaims all liability for any loss, damage (whether direct, indirect, special or consequential) and/or expense of any nature whatsoever, which may be suffered as a result of or which may be attributable, directly or indirectly, to the use of, or reliance upon any information, links or service provided through this website or any other form of publication.
Finance is available to businesses within the Republic of South Africa. Terms and conditions apply.