A STUDY ON HAPPINESS We are redefining wealth management as we empower our private clients to invest with the best investment managers and unit trust funds at low institutional cost structures. "Price is what you pay. Value is what you get." - Warren Buffet PERSONAL SERVICES Savings &
Investments
Retirement
Planning
Estate
Planning
Risk
Cover
A STUDY ON HAPPINESS GraySwan offers objective, independent and unconstrained financial advice with the primary aim to meet your objectives. "Acknowledging what you don't know is the dawning of wisdom." - Charlie Munger Educational
Planning
Tax Free
Savings Account
Discretionary
Mandate
A STUDY ON HAPPINESS We are client focused, investing for you and alongside you. "If you want to have a better performance than the crowd, you must do things differently from the crowd." - Sir John Templeton Direct
Share Trading
Offshore
Investing
Hedging
Solutions
A STUDY ON HAPPINESS We aim to deliver superior outperformance and create long-term client partnerships. "Stick with a steady and consistent performer." - Peter Lynch Pre-retirement
Planning
Preservation
at Resignation
Post-retirement
Planning

As an investor, you can choose either to control each investment decision by yourself
(non-discretionary advisory service) or to allow us to perform the day-to-day investment decisions for you
(discretionary wealth management service).

Wealth Management Services

Giving someone the responsibility to manage, increase & maintain your wealth is one of the most important decisions you will make.

We believe that our independence, our wealth of investment consulting experience, our previous offshore investment management experience and our superior service ethos to a select a range of premium private client investors is exactly what differentiates us from the market. 

DISCRETIONARY
SAVINGS

PRE AND POST
RETIREMENT PLANNING

PRESERVATION AT
RESIGNATION

TAX-FREE
SAVINGS ACCOUNT

EDUCATIONAL
PLANNING

OFFSHORE
INVESTMENTS

RISK COVER, LIFE DISABILITY, ILLNESS

WILLS & ESTATE
PLANNING

Latest Wealth Management Videos

Recorded Webinar -March 2021 Update Cautious FoF
Offshore Investment Optionsby Mart-Marie De Jongh
Foreign Exchanged Explainedby Mart-Marie De Jongh

Latest Wealth Management Research

Am I saving enough
Am I saving enoughfor retirements?
April 2021 (3min read)
Mart-Marie de Jongh looks at a couple of simple calculation methods to assist you with determining your current level of retirement savings.
Provident Fund Changes Effective 1/03/21
Provident Fund Changes Effective 1/03/21
February 2021 (5min read)
Braam Bredenkamp provides an overview of the changes to the laws governing provident and provident preservations funds.
What do you expect from your wealth manager
What do you expect from your wealth manager
January 2021 (4min read)
It is a great honour and responsibility to be entrusted with managing someone else’s financial and investment affairs. Tania Theron tackles the big question – what do you expect from your wealth manager?
Forex -
Forex -Now is the time
January 2021 (7min read)
Tania Theron looks at the past and the current state of the Rand and why this is the time to further diversify investments by moving funds abroad.
What you need to know about Foreign Exchange
What you need to know about Foreign Exchange
November 2020 (5min read)
Braam Bredenkamp breaks down the history of the South African Rand, some facts about our currency, how we assist our clients to transfer money offshore and what the Rand’s future trajectory might look like.
Unit Trust Funds

We are redefining wealth management as we empower our private clients to invest with the best investment managers and unit trust funds at low institutional cost structures.

Cautious FoF
Moderate FoF
Aggressive FoF
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