OUR CLIENTS

HIGH NET WORTH INDIVIDUALS

If you are an affluent and knowledgeable investor, you’ll enjoy engaging with us. Our approach marries in-depth knowledge, insight and experience in the financial markets, along with a deep understanding of your personal goals and aspirations.

WOMEN

Women in this country have a particular set of financial challenges. They may have different priorities and ambitions to men, many of them are family focused. Women also tend to live longer and will need more resources, but often work less and for lower pay over their lifetimes. We work with women to help them find a refreshing sense of self and freedom in an otherwise male-dominated financial world. Our clients include self-made entrepreneurs, business women and mothers across generations and cultures. Sunél Veldtman, one of our directors, is the author of Manage Your Money, Live Your Dream, a financial guide for women.

NEWLY SINGLE WOMEN

We also work with newly single women, whose lives have been drastically changed after a recent divorce or the loss of a spouse. They are often left with the daunting task of managing their wealth alone, and reassessing their future. For years, we have walked this road with many women, helping them navigate these emotional times and building their confidence to make wise financial decisions.

FAMILIES

Multi-generational planning excites us. For many of our families, we are already involved with three generations. They have complex planning needs which often involve dual priorities, such as providing for children studying abroad while ensuring comfortable retirement and capital preservation. We also manage wealth for children and ageing parents facilitating the care of their family.

Family businesses and entrepreneurs in particular have demanding planning needs that require expertise and understanding of the relationship between the business and the family and the specific risks these individuals or families face.

Our desire at Foundation is to be a long-standing, rock solid business, stretching over generations and building deep relationships with each one.

RETIREES

Many of our clients have invested a lifetime creating something of great value. Growing and protecting that legacy, while helping them create the life they’ve dreamed of living, is what we do best. We are skilled in tax planning around retirement and have in-depth knowledge on the best retirement products for our clients.