ABOUT US
Balanced Money. Balanced Life
OUR OFFER
Here is what we can and can’t do for you and your business
Who Are We?
At Opulentus Wealth Management, our foundation is forged in trust, clarity, and enduring relationships—supporting individuals and businesses in crafting their financial future. As a proudly independent, fee based practice in existence for over 10 years, we prioritize your aspirations and tailor every strategy to your unique life goals.
What We Don’t Offer
At Opulentus Wealth Management, we do not:
- Offer FREE advice
- Sell you insurance products (which you may not want/need)
- Replace your current insurance policies with new policies to earn upfront commissions through the sale of insurance
What We Do Offer
Based on our numerous years of experience in the industry, our client value proposition is divided into 4 different areas namely:
Financial Planning-for individuals, professionals and families who aspire to be more
Strategic, comprehensive planning designed to evolve with your personal values and life’s milestones. From retirement planning to estate duty considerations, our approach ensures your wealth supports both today’s needs and tomorrow’s promises.
Business planning-structuring wealth beyond the business
Whether you are a family owed business or young start up, we offer bespoke business financial planning focusing on risk mitigation, wealth protection, succession planning and investments for the business. Our offering includes risk and retirement benefits for your staff to further compliment your businesses staff value proposition.
Investment Advisory (Local & Offshore)
Rely on our expertise to navigate complex markets—both domestic and international. We’ll help you define where to invest and, more importantly, why, ensuring your wealth aligns with your long-term vision. Our investment offering is aligned to Environmental Social Governance (ESG) standards and we focus on tax optimisation for our clients.
Estate & Legacy Structuring
Safeguard your family or business future with thoughtful estate distribution, tax efficient structuring, and legacy planning that honours your values and desires.
Philanthropy
For clients who wish to make an impact, we provide guidance and structure around strategic philanthropy that reflects your legacy.