Investments
We provide our clients with expert guidance to accommodate specific needs and each with their own risk, return, term and tax implications.
Details
At SPI Wealth, everything we stand for is in our name.
The “S” stands for SERVICE. We pledge to deliver a service that is unparalleled. At the center of our name is “P” which stands for PEOPLE, it’s also at the core of our business. Strong and lasting relationships with our clients, our staff, our business partners, and our community, is the reason for our existence. The “I” stands for IMPACT. The focal principal in everything we do, is to have a positive and lasting impact.
By the way we are experts in financial planning.
0
+
Years experience
0
Finance Experts
1000000
+
Assests under management
Our Service Offering
SPI Wealth Financial Services
Estate Planning
Estate planning can be defined as succession planning. At SPI wealth we focus on holistic succession planning for its clients for peace of mind.
Life Insurance
Every person has a need to be independent and financial independence is the cornerstone. Holistic financial planning is a proactive process to ensure financial independence.
Employee Benefits
Your employees’ well-being is crucial to your business continuity and success, as business owner’s or management, the importance to look after your people and their loved ones should be a business priority.
Wills & Trusts
A Last Will and Testament is a legal document detailing how you wish your estate to be divided after death. By making sure your Will valid and up to date, you can protect your family’s financial future and inheritance.
Short Term Insurance
Short-term insurance makes the daily costs and conducting of business more certain by transferring risk to the Insurer, thereby giving peace of mind to the businessman and homeowner.
service, impact, people
Partnering with only the best
Our Service Providers
Insights
Don’t get caught off guard
Although you might have Insurance, insurers still require some due diligence on your part to ensure that you are not…
Choose your currency
Living in a country that is a nett importer of goods, especialy consumer goods expsoses us to major foreign currency…
Insurance that won’t break my bank
On a daily basis we are confronted with this dilema, and the suitable answer lies somewhere in between each person’s…
Time for change?
During market downturns the most frequent info that is shared by investment houses is statistics that show how markets usually…
3 Most important rules of investing
In the property sector there is the very well know saying that says the 3 most importing aspects to consider…
Time to start asking serious questions.
Let me start of with this. There is a significant difference between someone selling a you life, retirement or investment…
Compound low fees with good advice.
Advice seems to be available at the touch of a button. And in many instances that advise is short lived…
Small %’s do count, especially over time
Committing to retirement savings is difficult enough and more so if you are self-employed and structure your own salary or…
Income after retirement. Know your options.
Approaching your retirement date and making all the decisions on income vehicles and investments choices can be quite daunting. As…
Holistic Financial Planning, its actually about the bigger picture.
For some “holistic financial planning” might sound familiar for most it wont. Holistic planning: “is looking at the whole of…
Business continuity and personal certainty.
Are you a shareholder, owner or director of a business? Then this article will be highly beneficial to read. Understandably…
Controlling the controllable
You might be familiar with the “Serenity Prayer” – “God grant me the serenity to accept the things I cannot…