Individuals & Families
Helping you build, protect and grow your wealth through every stage of life.
Learn morePEOPLE | PLANS | POSSIBILITIES
A clearer tomorrow, together.
Strategic financial guidance for the people, plans and possibilities that matter most.
GuidancePlanningPerspectiveOpportunityGrowthLegacy
WHO WE HELP
Guidance for every stage of your journey.
We work with individuals, families and business owners to provide personalised financial advice aligned with your goals, responsibilities and aspirations.
Business Owners
Aligning your personal and business wealth to create a stronger future.
Learn moreApproaching Retirement
Helping you plan with clarity for the next chapter.
Learn moreRetired Clients
Supporting you to manage your wealth with confidence in retirement.
Learn moreOUR SERVICES
A comprehensive approach to your financial future.
We provide integrated financial advice tailored to your circumstances, helping you navigate today's decisions and tomorrow's opportunities.
Financial
Planning
Investment
Planning
Retirement
Planning
Estate
Planning
Risk
Planning
Business & Succession
Planning
OUR APPROACH
A structured path to a brighter tomorrow.
Our process is designed to give you clarity, confidence and a long-term partner in your corner.
Learn More About Our Approach- 01Understand
We take the time to understand your goals and circumstances.
- 02Plan
We develop a personalised strategy for your future.
- 03Implement
We help put the plan into action.
- 04Review
We regularly review and adapt as your life evolves.
- 05Partner
We aim for a long-term relationship built on trust.
OUR PEOPLE
Experience. Integrity. A personal approach.
Our advisors are committed to providing clear, considered advice and building long-term relationships with our clients.
Magda van der Merwe
Director
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Laurie Korsten
Wealth Manager
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Ilse van Rhyn
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INSIGHTS
Ideas and perspectives for a brighter financial future.
We'll share insights, practical guidance and market perspectives to help you make more informed financial decisions.
START A CONVERSATION
Your future deserves a considered approach.
An introductory conversation gives us an opportunity to understand what you're looking for and determine whether Cardinal Wealth is the right fit.