Greengrass Wealth
Financial Advisor in Johannesburg

Greengrass wealth management advisors and financial planners based in South Africa.

Please fill in your details and questions below and we will get back to you shortly. All financial planners want to help you to make better choices for your retirement, protect and grow your wealth, and diversify your long-term investment portfolio. All wealth managers, if they’re any good, want to offer you a customised, seamless financial service that maximises your investment results with manageable risks. We use quarterly reporting to show your returns for that quarter, clearly illustrating growth and allowing both advisor and client to confirm if the plan is on track. We believe that a solid investment plan is possible only when you ask yourself and your adviser the right questions. Get in touch to experience expert wealth management that comes with personalised support, every step of the way. However, your company pension (and the state pension, if that’s even an option) is unlikely to yield what you need. On top of that, the complexity and time required to build a successful retirement plan can put even the most diligent planner off the whole process. Research shows that more than half of those currently retired, 57%, look back on the years before retirement and wish they had done more to prepare. We can make the precise calculations required to ensure the correct set-up of your retirement investments. We investigate sound investment structures to protect your life savings, as well as tax and estate planning. The Greengrass approach is different to that of many other financial planners out there because, for us, holistic retirement planning is the only avenue to creating a retirement plan that combines your personal aspirations with your financial resources. Over time, we’ve come to understand that financial preparation is only one element of retirement. All Greengrass clients are urged to carefully consider the kind of life they’d like to live in retirement, so that we can help them to make that life a reality. Making regular reviews of your life insurance needs as your life changes; when you get married, get divorced or have children. Healthier individuals are placed in a lower risk class and often get lower rates. Greengrass Wealth Management is able to advise you on both, supply quotes and provide information on various cash back incentives. Further, it is often individuals with smaller estates and assets whose death exerts a greater financial impact on their loved ones. If your estate is small your plan need not be complicated and could simply consist of a will and life insurance. Greengrass Wealth Management has a top reputation for handling both. The first step in succession planning is becoming comfortable with talking about your death. Greengrass Wealth Management is a trusted adviser to clients who require a professional and objective approach to financial planning. As a result, our financial planning process takes a holistic view of the client’s financial wellbeing: from investment planning to retirement and succession planning and finally death and disability cover. It is great to know with a simple e-mail all our queries will be addressed and solved.