Innovate Your Portfolio, Propel Your Wealth

At G & D Wealth, we redefine what it means to manage, grow, and protect wealth in the modern era. As a licensed and independent financial services provider, we offer clients more than traditional financial advice — we deliver strategic, intelligent, and forward-looking solutions tailored to South Africa’s evolving financial landscape. 

From innovative investment opportunities and holistic wealth management to risk mitigation, retirement, and legacy planning, we partner with our clients to turn ambition into sustainable success. 

Guided by expertise, integrity, and insight, G & D Wealth empowers you to innovate your portfolio and propel your wealth — creating a legacy that endures for generations.

About Us

G & D Wealth is a registered and licensed Financial Services Provider (FSP No. 54762), dedicated to delivering independent, high-calibre financial advisory solutions. As part of the G & D Consult group, G & D Wealth embodies the same principles of precision, integrity, and strategic foresight that define our approach to wealth creation and preservation.

Through our independent brokerage, we provide clients with tailored financial services that address every stage of their wealth journey — from comprehensive financial needs analysis and long-term risk planning to retirement planning, estate planning, and holistic wealth management. Our process is guided by a deep understanding of each client’s objectives, ensuring solutions that are both strategic and personalised.

In addition to traditional financial planning, G & D Wealth offers specialised access to alternative investment opportunities and private equity investments, designed to enhance portfolio diversification and long-term growth potential. This unique combination of advisory expertise and alternative asset strategies allows us to deliver bespoke solutions that align with our clients’ vision for sustainable wealth creation.

G&D Wealth Services

Alternative Investments – Private Equity

Beyond the Conventional. Towards Opportunity.

In a world where tradition reigns supreme, a select group of people stand out with a journey to success that stands as a testament to the extraordinary. These individuals have defied norms, challenged conventions, and embraced disruption to achieve unparalleled success and wealth creation. These individuals understand that ordinary approaches create expected results but find themselves stuck with conventional investment routes that aren’t reflective of their ‘anything but typical’ spirit. 

In this world of ordinary, there lies the road less taken. 

This road leads to an alternative world that transcends traditional boundaries, where wealth isn’t just accumulated, it evolves and grows. 

Enter the world of private equity investment.

We offer clients access to exclusive alternative investment and private equity opportunities — a powerful way to diversify portfolios and enhance long-term growth. In an evolving South African market, these investments can provide attractive, uncorrelated returns and a hedge against volatility, while aligning with strategic wealth-building goals.

Our private equity investment opportunities are structured to deliver competitive annual returns of between 14.2% and 18%, tailored to align with each client’s unique investment goals and risk profile.

As a specialist in alternative investments, we understand that your hard-earned wealth deserves more than ordinary and traditional, so allow us to assist you to innovate your financial portfolio and propel your wealth.

Voluntary Investment Solutions

Flexible Strategies. Borderless Opportunities.

Beyond traditional portfolio management, G & D Wealth provides clients with access to voluntary investment vehicles such as endowments, unit trusts, and offshore investment opportunities. These instruments offer flexibility, liquidity, and tax-efficient growth — ideal for individuals looking to grow wealth outside of compulsory savings structures. For South African investors, voluntary investments also provide the ability to diversify across global markets, hedge against local economic volatility, and tailor investment horizons to personal goals. Our role is to ensure each investment aligns seamlessly with your overall wealth strategy, balancing performance, protection, and strategic growth.

Long-Term Risk Planning

Protect Today, Secure Tomorrow.

Effective risk planning is about safeguarding your financial future against life’s uncertainties. From income protection to life and disability cover, we help structure solutions tailored to South African realities such as inflationary pressures, changing legislation, and evolving family needs. Our goal is to ensure financial resilience — no matter what tomorrow brings.

Retirement Planning

Plan Early. Retire Strong.

A well-designed retirement plan is essential for financial independence. In a market where state pensions may not be sufficient, we focus on creating sustainable, inflation-hedged strategies to secure your lifestyle beyond your working years. Our retirement planning solutions are designed to give South Africans peace of mind and the freedom to enjoy life on their own terms.

Wealth Management

Strategic Growth. Lasting Legacy.

True wealth management goes beyond returns — it’s about aligning your assets with your life goals. We craft personalised investment strategies that balance growth and preservation, factoring in local market dynamics and global opportunities. Whether you’re building or preserving wealth, our disciplined approach ensures long-term value creation.

Estate Planning

Preserve More. Pass It On.

Estate planning is about ensuring your legacy lives on — seamlessly and tax-efficiently. In South Africa, where estate duties and legal complexities can impact wealth transfer, we provide expert guidance to structure your estate intelligently. Our solutions aim to protect your assets, honour your wishes, and support your loved ones for generations to come.

Final Will & Testament

Your Legacy, Securely Preserved.

A well-prepared Final Will and Testament is one of the most meaningful steps in protecting your legacy and ensuring your loved ones are cared for according to your wishes. At G & D Wealth, we understand that estate planning is more than just financial structuring — it’s a deeply personal act of responsibility and love. To make this process seamless, we offer to draft your Final Will and Testament at no cost, ensuring every detail reflects your intentions with clarity and precision. Additionally, for those who wish to further safeguard their estate, we provide an optional policy that covers up to 90% of estate administration costs through a modest monthly premium — offering peace of mind when it matters most.