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What Sets Us Apart
At Kanga Wealth Management, we provide a comprehensive range of financial solutions, including investments, retirement products, long-term insurance, employee benefits, estate planning, and forex, all powered by South Africa's leading independent financial advisory technology. Collaborating with tax, accounting, and legal professionals, we also assist with business structuring, trusts, estate planning, short-term insurance, and medical aid. Our holistic approach focuses on understanding your financial world and lifestyle needs, ensuring tailored solutions that work to secure your financial freedom and maintain the life you’ve built.
01
Retirement Planning
Retirement planning can begin as early as your first unit trust, or culminate to your life savings, where the decision on how to draw the income will stick with you for life. We help our clients through our lifestyle planning approach, select the appropriate investment vehicles and strategies, based on their lifestyle requirements, to best maintain the standard of living they have become accustomed to. Whether you are still accumulating or in your de-cumulation phase, the price of knowing how long your money will last, or how you are going to accumulate enough funds to retire well, is where we function best – giving our clients a clear road map to, into and during retirement is our ultimate value proposition.
02
OffShore Investing
We offer a full range of offshore solutions, through recognisable institutions with offices domiciled in Guernsey and Isle of man, offering certain tax privileges to clients.
The solutions range from Life Wrapped investments housed on life companies balance sheets, Offshore Trusts, Offshore Pensions, Offshore Unit Trust and Direct offshore share portfolios.
Areas of expertise
03
Estate Planning
They say a relay race is won and lost in the 2 seconds (7 steps) where the baton is handed over to the next runner. At Kanga Wealth Management, we understand the importance in maintaining the momentum built by the wealth creator when handing it over to the next generation.
Our goal is not to inhibit, but to assist clients in managing and structuring their estates in an efficient way, ensuring the next “runner” is prepared to succeed with the legacy they are now running with.
04
Long Term Insurance
The importance of protecting your income, your assets, your family, and your lifestyle, is critical to wealth creation.
We believe in paying only for the cover that you need, and therefore understanding your whole world is critical in knowing how much of it needs to be protected through long term insurance. The solutions we offer, are designed specifically to cover gaps in your wealth, and priced efficiently to ensure you only pay for the cover you require.
01
Retirement Planning
Retirement planning can begin as early as your first unit trust, or culminate to your life savings, where the decision on how to draw the income will stick with you for life. We help our clients through our lifestyle planning approach, select the appropriate investment vehicles and strategies, based on their lifestyle requirements, to best maintain the standard of living they have become accustomed to. Whether you are still accumulating or in your de-cumulation phase, the price of knowing how long your money will last, or how you are going to accumulate enough funds to retire well, is where we function best – giving our clients a clear road map to, into and during retirement is our ultimate value proposition.
05
Foreign Exchange
We offer a full range of foreign exchange (FOREX) services, whether you are taking funds out of the country with your annual or special allowances, or bringing funds back into the country, we can covert your currency at a rate more competitively than what most banking institutions offer.
02
OffShore Investing
We offer a full range of offshore solutions, through recognisable institutions with offices domiciled in Guernsey and Isle of man, offering certain tax privileges to clients.
The solutions range from Life Wrapped investments housed on life companies balance sheets, Offshore Trusts, Offshore Pensions, Offshore Unit Trust and Direct offshore share portfolios.
03
Estate Planning
They say a relay race is won and lost in the 2 seconds (7 steps) where the baton is handed over to the next runner. At Kanga Wealth Management, we understand the importance in maintaining the momentum built by the wealth creator when handing it over to the next generation.
Our goal is not to inhibit, but to assist clients in managing and structuring their estates in an efficient way, ensuring the next “runner” is prepared to succeed with the legacy they are now running with.
04
Long Term Insurance
The importance of protecting your income, your assets, your family, and your lifestyle, is critical to wealth creation.
We believe in paying only for the cover that you need, and therefore understanding your whole world is critical in knowing how much of it needs to be protected through long term insurance. The solutions we offer, are designed specifically to cover gaps in your wealth, and priced efficiently to ensure you only pay for the cover you require.
Let Us Work With You
At Kanga Wealth Management, we believe in an holistic approach to financial planning that goes beyond simply managing investments. Our lifestyle-driven approach focuses on understanding your unique goals, aspirations, and values to create a personalised financial plan that supports your desired lifestyle. We offer integrated solutions, seamlessly combining investment management, tax planning, estate planning, and other financial services to provide comprehensive and coordinated support. Our team-based approach ensures you receive exceptional service from a dedicated team of experts, providing personalised attention and ongoing support throughout your financial journey.
05
Foreign Exchange
We offer a full range of foreign exchange (FOREX) services, whether you are taking funds out of the country with your annual or special allowances, or bringing funds back into the country, we can covert your currency at a rate more competitively than what most banking institutions offer.
Let Us Work With You
At Kanga Wealth Management, we believe in an holistic approach to financial planning that goes beyond simply managing investments. Our lifestyle-driven approach focuses on understanding your unique goals, aspirations, and values to create a personalised financial plan that supports your desired lifestyle. We offer integrated solutions, seamlessly combining investment management, tax planning, estate planning, and other financial services to provide comprehensive and coordinated support. Our team-based approach ensures you receive exceptional service from a dedicated team of experts, providing personalised attention and ongoing support throughout your financial journey.
What Sets Us Apart
At Kanga Wealth Management, we believe in an holistic approach to financial planning that goes beyond simply managing investments. Our lifestyle financial planning driven approach focuses on understanding your unique goals, aspirations, and values to create a personalised financial plan that supports your desired lifestyle. We offer integrated solutions, seamlessly combining investment management, tax planning, estate planning, and other financial services to provide comprehensive and coordinated support. Our team-based approach ensures you receive exceptional service from a dedicated team of experts, providing personalised attention and ongoing support throughout your financial journey.
What sets us apart
At Kanga Wealth Management, we provide a comprehensive range of financial solutions, including investments, retirement products, long-term insurance, employee benefits, estate planning, and forex, all powered by South Africa's leading independent financial advisory technology. Collaborating with tax, accounting, and legal professionals, we also assist with business structuring, trusts, estate planning, short-term insurance, and medical aid. Our holistic approach focuses on understanding your financial world and lifestyle needs, ensuring tailored solutions that work to secure your financial freedom and maintain the life you’ve built.