BKA Wealth

BKA Wealth BKA Wealth is a dynamic, forward thinking practice specialising in an array of financial services.

From helping clients invest their hard earned money, insuring their income, assisting with tax matters, medical aid to insurance.

Our new website is live. A refined digital home for The Art of Wealth Curation. Explore the pinnacle of private wealth a...
12/07/2026

Our new website is live.

A refined digital home for The Art of Wealth Curation.

Explore the pinnacle of private wealth at www.bkawealth.co.za

Sanlam SQA Awards. Blessed and thankful to all our loyal clients. 🙏🏻Onwards and upwards!
02/06/2025

Sanlam SQA Awards.
Blessed and thankful to all our loyal clients. 🙏🏻
Onwards and upwards!

Let’s meet Nuraan Khan!Nuraan joined BKA Wealth in 2021 as Operations Associate to Director, Petri Beyers. Not only is s...
11/10/2021

Let’s meet Nuraan Khan!

Nuraan joined BKA Wealth in 2021 as Operations Associate to Director, Petri Beyers.

Not only is she passionate about financial services, but she is a master in the operational side of the business. She strives to perfect workflows, admin processes and client engagement.

Nuraan is fully qualified and registered in terms of FSCA requirements.

Any questions or queries to Petri or Nuraan can be directed to [email protected]

🚀🙌🏼

09/07/2021

Sanlam Centennial Roadshow 2018..Featuring BKA Wealth & Sanlam Ltd. Group CEO, Ian Kirk

Paid up Retirement Annuities!Small commutation of Retirement Annuities has increased from R7 000 to R15 000..South Afric...
05/06/2021

Paid up Retirement Annuities!

Small commutation of Retirement Annuities has increased from R7 000 to R15 000..

South Africans younger than age 55 with a paid-up (no contributions) RA value of less than R15 000 will be able to cash in the entire Retirement Annuity effective 1 March 2021.

Give us a shout!

www.bkawealth.co.za

Attention FPI members! FPI National Board of Directors election. It’s a great honour and privilege to have a BKA Wealth ...
02/05/2021

Attention FPI members!

FPI National Board of Directors election.

It’s a great honour and privilege to have a BKA Wealth Director, Petri Beyers as a nominated candidate for the 2021 FPI Board of Directors position!

His ultimate goal is to serve his fellow designation holders, industry colleagues and most importantly, the client, by professionalising our industry with the utmost determination and sheer grit.

We live in a world where disintermediation and self-service planning technology could be seen as a threat to our profession and as deputies of the industry, we need to protect our position as professionals in society. We should do that by acting selfless and sincerely empathetic in dealing with clients AND NON CLIENTS, upskill ourselves, forward looking at every turn, use tech to our advantage, move away from the insurer-driven sales models and benchmark ourselves against other sister-designations in finance.

If you are a CFP® and FSA™ professional member in good standing, please take a moment to complete the National Elected Director Ballot Form sent on email by the FPI or pm me to request a copy of the ballot🙏🏽🙏🏽

The BKA Wealth Investment Committee!We follow a structured and disciplined process to manage portfolios to ensure consis...
09/04/2021

The BKA Wealth Investment Committee!

We follow a structured and disciplined process to manage portfolios to ensure consistent performance at all times. For this
reason we appoint a dedicated portfolio management team to manage all investments.

Our Investment Committee is supported independently by Sanlam Investments/Glacier, who assists us with management, strategy, technical analysis, reporting, trades and much more.

Our current committee members are:

Petri Beyers, BKA Wealth (Top left)
Paul Kotzé, BKA Wealth (Top right)
Glenn Cameron, Sanlam Investments (Bottom left)
Robynne Edwards, Sanlam Investments (Bottom middle)
Rafiq Taylor, Sanlam Investments (Bottom right)

Our process is supported by careful fund analysis, a clearly-documented investment philosophy and objective research process. Our portfolio construction decisions are based on detailed economic, asset allocation and asset manager analysis, and regularly reviewed by our compliance department to ensure we remain true to our investment mandate. This ensures a well-managed portfolio, closely matched to your needs and goals.

Our multi-asset solutions range from the more conservative BKA Wealth Income Fund, right through to the BKA Wealth Offshore Fund for the more aggressive investor. Our Model Portfolios are available on various platforms such as Allan Gray, Ninety One, Glacier, Old Mutual Wealth, etc and can be utilised within most regulated products.

Go to www.bkawealth.co.za for more information.

Happy Investing!

Beyers Kotzé & Associates (Pty) Ltd t/a BKA Wealth is an Authorised Financial Services Provider FSP 44765.

Address

Unit 3, Kings Landing Building, 17 King Street
Durbanville
7550

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 16:00

Telephone

0219760738

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