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WEALTH MANAGEMENT


Creating and preserving your wealth as a high-net-worth individual is what we do.
We offer you a holistic approach to coordinate all the services needed to manage your money and plan for your current and future needs.

What is Wealth Management?

In essence, wealth management entails the process of putting together a financial plan that supports you in achieving your financial goals.

Our Focus?

Investing your money effectively so that you have the funds to meet your goals. We build an investment portfolio based not only on your needs, but also on your specific timeline and appetite for risk.

We offer You

  • Wealth Strategies
  • Capital and Wealth Reporting
  • Financial and Estate Planning
  • Money Market Services
  • Tailored Investment Solutions
  • Portfolio Reviews
We have access to a broad array of investment management products to help you achieve your financial goals. Our team provides wealth management and investment solutions for individuals, families and businesses.

A long-standing and personal relationship is the foundation of our expert advice.

Key Contacts

Stuart Hendler
Partner
stuart.hendler@bassgordon.co.za
Anneke van der Merwe
Accounting and Consulting Manager
anneke.vandermerwe@bassgordon.co.za
GET IN TOUCH

+27 21 405 8500 | info@bassgordon.co.za
17th Floor, No. 1 Thibault Square, 1 Long Street, Cape Town, 8001

MGI Worldwide is a network of independent audit, tax, accounting and consulting firms.

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www.bassgordon.co.za

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