BRENTHURST WEALTH COMPANY PROFILE & SERVICE OFFERING, 05-2019

WEALTH MANAGEMENT

MAY 2019

THE POWER OF INDEPENDENT ADVICE

WELCOME TO BRENTHURST WEALTH Thank you for considering Brenthurst Wealth Management to assist you with your investment planning. Please find enclosed an overview of the company as well as our service offerings. Brenthurst Wealth is one of the leaders in the financial planning industry in South Africa. The company was founded in 2004 and has an estab- lished track record of exceptional service to clients and maintains a high client retention rate. Brenthurst has a predominately high net worth client base consisting of individuals, companies and trusts and provides comprehensive financial planning solutions, which include investment and retirement planning, tax planning, direct offshore investment, risk planning, wills and estate planning.

Brenthurst is focused on delivering quality and appropriate independent advice that will deliver the best outcome for its clients.

FOR MORE INFO CONTACT US www.brenthurstwealth.co.za

Our wide service offering is testament to our belief that wealth cannot be managed in isolation and needs an integrated approach.

BRENTHURST RANKED BEST BOUTIQUE WEALTH MANAGER IN SA 2017 AND RUNNER-UP IN 2018 AT INTELLIDEX WEALTH MANAGER AND PRIVATE BANKS AWARD

The company has six offices in South Africa and an international office in Mauritius, managing more than R6bn on behalf of our clients.

“The fine art of managing investments requires consistency, patience and the critical ability to perceive a long-term approach to the creation of wealth and most importantly, the power of good sound investment advice.” Brenthurst’s commitment to investment success, wealth creation and wealth preservation is achieved as a result of ongoing advice, building long-term relationships and ensuring that our professional planners are continuously educated about ever-changing global market conditions.

JHB ( HQ)

+27 (0) 11 799 8100

JHB (SANDTON)

+27 (0) 10 035 1391

PTA

+27 (0) 12 347 8240 +27 (0) 21 418 1236

NEWLANDS

BELLVILLE

+27 (0) 21 914 9646

STELLENBOSCH

+27 (0) 21 882 8706

MAURITIUS

+ 230 5843 5215

Page 1 May 2019 - BWM Company Profile & Service Offering

Brenthurst Wealth Management (PTY) LTD FSP No. 7833

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