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WISDOM FOR TRUE WEALTH

Find a customised approach to managing your wealth;
your map to true riches.

HOLISTIC &
INTEGRATED ADVICE
TAILORED WEALTH &
INVESTMENT MANAGEMENT
INDEPENDENT &
PROFESSIONAL SERVICE
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THE STAKES ARE HIGH

On your road to riches, it is easy to get lost in a maze of wealth management decisions.


Trying to navigate this maze without a map is ill-advised, but so is depending on one that is not suited to your situation. Yet so many people try to find their own way or rely on the wrong information.

FRAGMENTED ADVICE
ONE-DIMENSIONAL GOALS
ONE-SIZE-FITS-ALL PLAN

These are just some of the common pitfalls investors encounter.
Let us help you avoid them.

OUR VALUE PROPOSITION

You don’t have to navigate the financial planning landscape by yourself. RiG advisory services can help you draft a wise plan to guide you on your journey.

A wise plan has the following attributes:

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It is holistic and integrated, combining the various financial planning aspects into one road map.

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It is unique to who you are and what you want to achieve.

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It enables you to make wise decisions on your journey.

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It allows you to create a legacy that consists of financial, social & spiritual capital – this is our definition of being truly rich.

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We understand the uncertainty that inevitably comes with investing your hard-earned money.

WE CAN GUIDE YOU IN THIS PROCESS

Our team of professionals has more than 50 years of combined wealth management experience. Our advisors are all certified financial planners, but hail from a variety of academic backgrounds – investments, accounting, law and behavioural sciences – to ensure an integrated and holistic approach.

We pride ourselves on our independence – but what does this mean for you? Depending on what is most suited to your needs, we can place your investments on multiple platforms.

Then, to make your life easier, we report on your various investments in a single, consolidated investment statement.

IT IS NOT JUST ABOUT THE MONEY

After many years of carefully listening to our wealthy clients, we know that it is not just about the money; a legacy is just as important.

Your RiG wealth manager wants to understand what is important to you, both on a financial and personal level. We will help you design a bespoke wealth map and guide you in creating a legacy that is rich in financial, social and spiritual capital.

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The Bouwer family (SA and USA)

RiG plays an integral part in integrating our family’s global business and wealth planning. We highly recommend their services.

The Deacon family (USA and SA)

Our family trusts RiG with our global financial planning needs. It gives us great comfort that, while we spend most of our time abroad, our parents in South Africa are receiving sound advice and professional services.

Dr. Lize Reichert (UK and SA)

We know that RiG looks holistically at our interests in South Africa and the United Kingdom. We really appreciate their advice.

The Schultz family (SA)

We are appreciative of the fact that RiG is an independent and highly professional wealth management firm. They share our traditional family values.

CONTACT US TODAY

to speak to a professional financial advisor who can help you wisely navigate the road to true wealth

UNLOCK THE FULL VALUE OF OUR SERVICE:


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We implement a 4-step process, utilise 4 areas of specialisation and integrate 3 dimensions
to create your customised wealth map.

4-STEP PROCESS

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Determine your current
location.

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Decide on your desired destination.

Design and draft your wealth map.

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Deliver on the implementation and track your progress.

4 AREAS OF SPECIALISATION

We can help you wisely navigate difficult wealth management decisions in the areas of:

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Local and offshore investment planning & management

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Local & offshore structuring, including citizenship by investment

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Cross-border estate planning & administration of local deceased estates

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Personal & business
insurance

3 INTEGRATED DIMENSIONS

Many people have extensive financial wealth but lack true happiness and peace. What is the point of spending your life in search of the proverbial pot of gold at the end of rainbow, just to arrive there alone? What is the sense in sacrificing who you are to attain wealth?

That is why we believe that financial, social and spiritual capital comprise true riches. It is essential to take all three into consideration when defining your destination and creating your wealth map.

WE WILL HELP YOU INVEST:

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BUILDING WEALTH IS A JOURNEY

We guide people through various stages of their financial journey. On some parts of the road, more hands-on guidance is needed. Based on the total value of investments under our management, we group our clients into the following segments:

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Family office
(over R50m)

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Ultra-high nett worth individuals
(R25m – R50m)

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High nett worth individuals (R5m – R25m)

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Professional affluent market (up to R5m)

We charge transparent fees for professional independent advice.

SCHOOL OF WISDOM FOR WEALTH

To navigate to true riches we need wisdom – wisdom for wealth.

OUR STORY

At RiG advisory services, we believe people aspire to be rich in the true sense of the word – not only seeking wealth, but desiring their wealth to have meaning.

In order to turn that desire into a reality, you need a simple road map – or “wealth map”, as we call it – guiding you towards true riches. Because many people try to navigate the maze of wealth management decisions without a clear or relevant plan, they make unwise decisions on their financial journey. This is typically when they start acting irrationally out of fear or greed, losing track of where they are headed and why. We believe it is unacceptable that anyone should struggle with something as important as financial planning.

We understand the uncertainty and risks that inevitably come with investing your hard-earned money. After many years of carefully listening to our wealthy clients, we know that it is not just about the money; it is about the meaning you create with it. That is why our professional and independent advisors want to understand what is important to you, both on a financial and personal level. We will help you design a bespoke wealth map and guide you in creating a legacy that is rich in financial, social and spiritual capital.

Here’s how our 4-step process works:

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Determine your current location.

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Decide on your desired destination.

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Design and draft your wealth map.

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Deliver on the implementation and track your progress.

During this process, we can help you wisely navigate difficult wealth management decisions in the areas of:

Local & offshore investment planning & management
Local & offshore structuring, including citizenship by investment
Cross-border estate planning & administration of local deceased estates
Personal & business
insurance

Schedule a call and you too can escape the maze of financial confusion. Equipped with a customised wealth map, you can embark on the road to true riches.

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