Wealth And Asset Financial Services

21/09/2026

Having Fun while caring for the community the Wealth and Asset way.

Our awesome team in Kleinmond making us proud at a Bowls day in support of Kids can, its so important in business in South Africa to support local initiatives. if you want to support you can view their website. we'll done to all involved for a fun day out in support of an amazing initiative. https:/...

01/09/2026

Spring Brings with it new energy and renewal. Is it time to spring clean your Finances? Contact us today.

14/05/2026

As part of our ongoing service to clients we are making people aware of common scams and how to avoid them in our newsletter, Did you know you can Insure against certain Cyber crimes for your personal bank accounts and your business. contact us to find out how.

12/11/2025

South Africans have been struggling with the high costs of medical inflation for many years. Self funding is not an option many have access to in the private healthcare space. we believe in assisting with options that suit our clients needs as well as pockets. This article outlines the increases that have been set for your medical aid plans for 2026...

Over the past years, South Africa’s private healthcare sector has seen a steady increase in benefit utilisation, largely driven by an ageing membership and the growing prevalence of chronic conditions. This combined with a weakening Rand and resultant medical inflation well exceeding CPI, the cost...

14/10/2025

Wealth & Asset Advisors and Sasfin Wealth invites you to our exclusive webinar. Join us for expert insights on strategic shifts and AI as an emerging investment theme.

Date: Wednesday, 23 October 2025
Time: 16:00 – 17:00
Platform: Zoom
RSVP here: https://rebrand.ly/wealthwebinar

We look forward to your participation