Wealth and Legacy Group

Wealth and Legacy Group Deceased Estate Administration | Wills | Life Insurance
Investments | Trusts | Wealth and Legacy Plan®

Authorised FSP 45445

After being in the financial services industry for twenty years, we understand that individuals want to be taken care of by a single professional organisation which offers independent wealth advice that ranges from the structuring of assets, tax, fiduciary and investing of funds. We use our knowledge and expertise to engineer solutions that protect and promote financial prosperity. We also believe

in the power of collaboration and have established a network of sought after experts in the industry who form part of the team. Together we ensure that bespoke solutions are presented to our clients. The cornerstone of our business is our relationship with our clients, strategic partners and employees. We want to know each client well to ensure that their financial wellbeing is taken care of to the best of our ability; and this ethos is reflected in our name: Baraza Wealth, a meeting of minds™.

We had the pleasure of joining Jonathan Broekman of Homes of Distinction on the Living and Investing podcast to discuss ...
24/07/2026

We had the pleasure of joining Jonathan Broekman of Homes of Distinction on the Living and Investing podcast to discuss how thoughtful estate planning can protect your loved ones and provide greater clarity for the future.

Watch the full conversation below.

Legacy planning is about far more than simply having a will. It is ...

The Springboks are back for their 2026 season. 🏉We’ve put the key fixtures together in one place – keep this post handy....
19/06/2026

The Springboks are back for their 2026 season. 🏉

We’ve put the key fixtures together in one place – keep this post handy.

Wishing the team all the best for the season ahead.

26/09/2025

Some beneficiaries need more guidance than a lump sum can offer.

Think about children, loved ones with special needs, or dependants who face financial challenges.

Your Will can create a trust to safeguard their future.

Wealth and Legacy™ Group will guide you through the process and act as independent trustee when needed.

Visit www.wealthandlegacy.co.za to secure your legacy.

Wealth and Legacy Group (FSP 45445)

18/09/2025

Your life evolves. Your Will should too.

Got married? Had children? Started a business? Divorced? Acquired offshore assets?
Big life changes like these are a signal to review your Will.

Parents, take note: The Children’s Act requires that you appoint a legal guardian for your minor children in your Will. If you don’t, the courts will decide who looks after them.

Let’s make sure your Will reflects your life today.

Wealth and Legacy Group (FSP 45445)


We're joining Aubrey Masango tonight at 8PM on Radio 702 and CapeTalk for Financial Matters to unpack why a Will is more...
17/09/2025

We're joining Aubrey Masango tonight at 8PM on Radio 702 and CapeTalk for Financial Matters to unpack why a Will is more than just ticking a legal box – it’s a critical step in Wealth and Legacy™ planning.

From guardianship for minors to navigating offshore estate complexities, we’ll be sharing expert insights to help you make informed decisions for the future.

Tune in and equip yourself with the knowledge to protect what matters most.

09/09/2025

Your executor carries out your final wishes. Would you trust just anyone with that?

Choose experience. Choose empathy. Choose professionals who belong to a registered fiduciary body and understand estate complexity.

We’ll draft and securely store your Will – contact them for a complimentary consultation.

Wealth and Legacy Group (FSP 45445)

03/09/2025

Anyone can draft a Will. But does your Will reflect your real-life circumstances?

A well-crafted Will is more than just a legal formality – it’s a tool to protect your legacy and the future of your loved ones.

Let’s help you make sure your Will reflects the real complexities of your life.

Contact us for a complimentary consultation: www.wealthandlegacy.co.za

Wealth and Legacy Group (FSP 45445)


☕ We’re brewing something special for you!Stand a chance to win a Nespresso® Coffee Machine – the perfect way to elevate...
01/08/2025

☕ We’re brewing something special for you!

Stand a chance to win a Nespresso® Coffee Machine – the perfect way to elevate your mornings.

To enter:
1️⃣ Like this post
2️⃣ Follow our page – Wealth and Legacy Group
3️⃣ Tag 2 friends you’d share a cup with – and if you'd like, tell us how you take your coffee!

✨ Bonus entry: share this post to your Story and tag us.

✅ The more platforms you enter on, the better your chances.
🏆 Winner drawn on 1 September 2025.

Open to South African residents aged 18 and over. Authorised FSP 45445.
Full Terms & Conditions: https://wealthandlegacy.co.za/giveaway

Good luck and happy brewing!

We’ve created a guide to help you track every match as the Springboks kick off their 2025 season this weekend.Save it, s...
27/06/2025

We’ve created a guide to help you track every match as the Springboks kick off their 2025 season this weekend.
Save it, share it, and show your support.

Wealth and Legacy Group is an authorised Financial Services Provider (FSP 45445).

The South African Revenue Service (SARS) has officially announced the timelines for the 2025 Tax Season. Understanding t...
18/06/2025

The South African Revenue Service (SARS) has officially announced the timelines for the 2025 Tax Season. Understanding these important dates is essential to ensure compliance and avoid any penalties for late submissions.

Click on the link below to read more.

The South African Revenue Service (SARS) has officially announced the timelines for the 2025 Tax Season. Understanding these important dates is essential to ensure compliance and avoid any penaltie…

Address

Sandton
2191

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