WEALTH FOR LIFE.
We believe wealth is more than numbers and reports or the things money can buy. It’s about visionaries and dreamers and doers, about influence and legacy. It’s about building something of lasting value, for yourself and the ones you treasure. About pitching your flags on your Everests and creating the world you dreamt of.
And that, we’re passionate about.
IT'S ALL ABOUT RELATIONSHIPS
For years, we’ve been building the kind of relationships that have made us trusted advisors and friends. We’re a boutique financial advisory firm that believes the best thing we can do for our clients is to know them, to build strong, long lasting relationships. On trust and understanding.
That’s our bedrock.
WHAT THEY SAY
“We have been a Foundation Family Wealth client since their inception in 2012. The relationship has been excellent, characterised by complete trust, skilful management of our assets, and efficient execution. Every member of the company’s team is a pleasure to deal with. They all embody the values of the business and holds the well-being of our family in high regard.”
“When my husband passed way, Sunél took over the portfolio that he had managed. Her support has been invaluable to me. She has the ability to make the intricate world of shares and investments easy to understand, and as a woman, she can identify with my needs. The combination of her childhood years growing up in the countryside, her role as mother to a young family, and her vast international exposure make her the ideal advisor. I appreciate Sunél’s advice and her personal visits immensely. She is always willing to make the trip from Gauteng to Cape Town to visit, and literally go the extra mile!”
"We’ve had a relationship with Foundation since its inception, and we’ve derived lasting and measurable financial benefits during these years. There has been tangible growth of our assets and sustainable wealth created for retirement. During the trying process of a separation, they were always respectful and fair to both parties. The estate planning process was also approached in a uniquely integrated manner. Critical assets were managed in such a way that all parties could benefit from short and long term growth. I do not think we could’ve been in better hands."
“I have known Sunél and Elke for many years, and have entrusted my entire investment portfolio to them since their inception. I have always found them to be thorough, paying attention to the finest detail. You never feel like you are just a number. They always have a unique understanding of our family’s circumstances. The performance reviews I receive on a regular basis are a great help. They don't have any marketing hype that you might find with other investment firms, so I always get a true reflection of my portfolio. Foundation’s family-centric and customised approach to investment planning makes them truly unique.“
“My first encounter with Foundation was at a workshop for women. I had just lost my husband and was dealing with many challenges regarding his investments. I didn’t understand the terminology, and didn’t know how to deal with everything. Sunél and her team patiently explained everything as they walked the road with me, showing me how to invest for my lifestyle till I slowly regained my confidence. I am so grateful that our paths crossed. Their passion is to empower women in the financial field, and this is what they did for me.”
Making “wise” decisions is not always about just knowledge and expertise in the financial markets. Traditionally, wealth management has been about what to do with your money. But we stop and ask the “why”s too. Far from being a hard, clinical analysis, our approach is always personal, with a world of life experiences and understanding of people, families, and dreams.
We are financial advisors with decades of life-wisdom,
who would love to be part of your journey with you.
WHAT MAKES US DIFFERENT?
We manage your wealth, so that you can live your dreams.
That’s what we really do. But unlike traditional wealth management services, we’ll get to know you first. You’ll hear us talking a lot about relationships. Because we believe that the best wealth managers are the ones who really know you. So you’ll meet with us, we’ll ask you what your deepest dreams are, we’ll remember the names of your children, and we’ll care about it all.
But we are also a team of highly qualified experts, with a world of knowledge, expertise and experience in financial planning, wealth management and portfolio management.