Wealth Associates

Wealth Associates Wealth redefined.

02/07/2026

One of the greatest gifts you can give the people you love is a plan so clear, so considered, that nothing is left to chance. That's not just good estate planning that's what wealth redefined actually looks like. Let's talk about your better tomorrow, today. Reach out or contact your financial advisor. [email protected]

29/06/2026

The most lasting legacies aren't built in a day, they're shaped through thoughtful decisions made over time. Values. Intentions. The stability you leave behind. A clear legacy plan creates certainty and peace of mind for the people you love, long after you're gone. Speak to us about planning tomorrow. Reach out or contact your financial advisor. [email protected]

Most of us review our wardrobes more often than our financial plans. But the things that matter most deserve the most at...
27/06/2026

Most of us review our wardrobes more often than our financial plans. But the things that matter most deserve the most attention. Your responsibilities, risk appetite and goals change over time, your plan should too. When last did yours get a proper look? Book a review with Wealth Associates. Link in bio.

26/06/2026

Good planning isn't just about documents. It's about making sure the people you care about are protected clearly, carefully, and in a way that reflects your wishes. Because the decisions you make today shape what tomorrow looks like for those you love. Book a fiduciary planning conversation. Reach out or contact your financial advisor. [email protected]

The quietest luxury is peace of mind. It's not flashy. It doesn't announce itself. It just makes everyday life feel ligh...
25/06/2026

The quietest luxury is peace of mind. It's not flashy. It doesn't announce itself. It just makes everyday life feel lighter, more certain, and more yours. That's what good financial advice builds slowly, steadily, and around you. Book your annual financial review. Link in bio.

23/06/2026

Marriage. Children. A new property. A business you've built. Each one is a reason to revisit your will and most people don't realise their documents are out of date until it's too late. An outdated will can create real stress for the people you love most. Ask us about a fiduciary review. Reach out or contact your financial advisor.

A strong annual review doesn't just look at returns. It asks whether your cover is still right, your goals are still the...
22/06/2026

A strong annual review doesn't just look at returns. It asks whether your cover is still right, your goals are still the same, and your investment mix still makes sense for where you are now. One conversation. Total clarity. Book your annual financial review. Link in bio.

25/04/2026

So true

We’re proud to share that the WA Moderate FoF has been recognised at the Profile Unit Trust Awards 2026.While awards are...
03/03/2026

We’re proud to share that the WA Moderate FoF has been recognised at the Profile Unit Trust Awards 2026.

While awards are never the goal, this recognition is meaningful. It affirms the disciplined process, consistency, and strong teamwork that goes into managing our solutions every single day. Delivering steady, risk-aware outcomes for our clients remains our core focus and moments like this remind us that the hard work matters.

A sincere thank you to our Investment Committee for their oversight and guidance, and to the Morningstar SA team for their role in supporting robust fund research and evaluation.

Here’s to continuing the journey with purpose, discipline, and our clients at the centre of everything we do.

Address

First Floor, West Wing, Coral House, 20 Peter Place, Lyme Park, Bryanston
Johannesburg
2191

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Saturday 09:00 - 17:00
Sunday 09:00 - 17:00

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