Welcome to Villic Wealth
Looking For
Good Stewards To Look After
Your Family's Wealth?
We are Stewards of life savings, families and futures. We are Villic Wealth.
How we help
We help clients transition from wealth accumulation to retirement, with confidence.
PROBLEMS: Complexity, Fragmented Investment Strategy, No Sustainable Retirement Income, Estate Planning and Succession confusion.
THE POTENTIAL: Less worrying about money and more time for what matters most.
DIFFERENTIATOR: Independent advice + stewardship.
We believe that affluent individuals and families face a unique challenge. As wealth grows, financial decisions become increasingly complex, fragmented and difficult to coordinate. Our role is to help make things simpler and bring clarity, structure and confidence to those decisions while ensuring that clients remain focused on their long-term objectives and values.
Villic Wealth maintains relationships with leading investment managers, insurers and professional service providers across South Africa, enabling clients to access high-quality expertise in investments, tax, short term, estate planning, trusts, wills and fiduciary services through a coordinated advisory approach and referrals.
We are also accredited with and provide independent advice on products with a number of leading Insurance Companies and Investment Managers in South Africa.
These include companies such as Allan Gray, Ninety One (previously Investec AM), Momentum, PPS Insurance, PPS Investments.
The firm enjoys working with:
- Individuals and families with investable assets of R15 million or more.
- Professionals and executives earning R160,000 per month or more.
- Business owners with annual business turnover exceeding R10 million who require business assurance, succession planning and key-person risk solutions.
- South African tax residents seeking to structure and manage their financial affairs in a compliant, responsible, confidential, and sustainable manner while placing a high value on integrity and long-term relationships.
Investment Capability
We have a very strong local and offshore investment capability as well as a strategic relationship with an established Discretionary Investment Consultancy providing excellent local and global fund research and specialist portfolio consulting.
Helping you pursue peace
Besides the obvious benefits to planning your financial life well, Villic Wealth’s passion for Stewardship, client focus and ongoing service and support helps you pursue peace.
You matter.