We specialize in advising successful executives, professionals, selected corporate staff members and business owners on the transfer of wealth to successive generations. We are FSB licenced for risk, investment, and giving independent advice through our contracts with all the major South African Financial Service Providers.
We have in-depth experience in financial planning and investment management, but we also bring in professionals with the expertise necessary for a successful wealth management plan.
learn moreTo help achieve your financial goals, we employ a disciplined investment management process and our Financial Transformation Program (Exclusive to Tau Wealth Management).
learn morePersonalized communications offering (i.e. Portfolio manager insights, research reports, news on specific funds. You get opportunities to attend financial and investment education events and seminars.
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