What are the opening hours?

Monday 08:00 - 17:00 Tuesday 08:00 - 17:00 Wednesday 08:00 - 17:00 Thursday 08:00 - 17:00 Friday 08:00 - 17:00

Stelburg Wealth

Home
South Africa
Rosendal
Stelburg Wealth

Stelburg Wealth is an Authorized Financial Services Provider (FSP 46774)

27/05/2026

At Stelburg, we often talk about "Wealth Management," but what we’re really talking about is Legacy Management. ❤️

Estate planning can feel like a heavy topic, but at its heart, it’s a letter of love to your family. It’s the peace of mind that comes from knowing that if you aren't there, the people you care about most are taken care of—without the stress of administrative hurdles or uncertainty.

Is your Will up to date? Are your beneficiaries correctly listed? Let’s make sure your legacy is as clear and bright as you intended.

is an authorised Financial Service Provider (FSP 46774)

20/05/2026

We love calling South Africa home, but when it comes to your investment portfolio, "home" shouldn't be the only place your money lives. 🌍

With the Rand showing some resilience lately, it’s a strategic time to look at offshore diversification. Investing globally isn't about "leaving"; it’s about protecting your hard-earned wealth from local volatility and tapping into industries—like global tech or AI—that aren't always available on the JSE.

Balance is the key to a peaceful night’s sleep. Let’s look at your global footprint together.

is an authorised Financial Service Provider (FSP 46774)

13/05/2026

Remember those financial goals you set back in January? 📝 We are officially approaching the halfway mark of the year.

May is often that "quiet" month before the mid-year rush, making it the perfect time for a temperature check. Are your tax-free savings on track? Is your emergency fund where you want it to be?

Don't wait for December to see if you’ve met your targets. A quick coffee and a review now can make the rest of 2026 much smoother. ☕️

is an authorised Financial Service Provider (FSP 46774)

07/05/2026

The news at the pumps this week hasn't been easy to hear. With fuel prices seeing another sharp increase, we know many South African households are looking for ways to tighten the belt. ⛽️

When the cost of living spikes, it’s tempting to look for the "quickest" ways to save money. However, we want to encourage you to pause before making radical changes.

Before you consider cutting back on your retirement fund contributions, or switching to "cheaper" medical aid and short-term insurance options that might leave you under-insured, let’s talk. ✋

Cutting these vital safety nets can feel like a relief today, but it can create significant financial risk tomorrow. Our goal is to help you make an informed decision—finding ways to balance your budget without compromising your long-term security.

Let’s look at your cash flow together and find a sustainable way forward. ☕️
Contact us on 021-887 2644

is an authorised Financial Service Provider (FSP 46774)

29/04/2026

One-on-one consultations can change the trajectory of your wealth.

At Stelburg Wealth, we don’t just sell products; we provide solutions. 🧩

Our holistic approach covers everything from retirement and estate planning to medical aid and risk management. Wrap up your April by scheduling a one-on-one consultation with our experienced advisors.

Visit www.stelburg.co.za or call 021-8872644 to book your session and let’s start building your future, together.

is an authorised Financial Service Provider (FSP 46774)

22/04/2026

Happy (early) Freedom Day!

As we reflect on our nation’s journey, we also celebrate the personal freedom that comes with financial stability.

Freedom to retire comfortably, freedom to travel, and freedom to choose the best for your family.

At Stelburg Wealth, our independence is your advantage. We provide the advice you need to unlock your own version of financial liberty.

is an authorised Financial Service Provider (FSP 46774)

15/04/2026

Financial independence is built on a foundation of security.

🏗️ Life insurance and expert risk management ensure that no matter what life throws your way, your family and business are protected. From customized individual solutions to estate planning and Will drafting, we help safeguard your wealth for the next generation. Secure your legacy today.

is an authorised Financial Service Provider (FSP 46774)

09/04/2026

Peace of mind shouldn't cost a fortune.

Whether it’s finding the right Medical Aid for your family or securing competitive quotes for your car and home, Stelburg Wealth is here to compare the market for you.

As independent brokers, we find the best products tailored to your specific needs—saving you money and stress.

Contact us on 021 887 2644

is an authorised Financial Service Provider (FSP 46774)

01/04/2026

It’s April 1st—no jokes here, just serious growth! 📈

As we enter the second quarter of 2026, it’s the perfect time to audit your progress toward financial independence. At Stelburg Wealth, we provide tailored investment strategies and diversified portfolios designed for your unique goals. Let’s ensure your roadmap is still pointing toward success.

is an authorised Financial Service Provider (FSP 46774)

25/03/2026

National stability begins with personal financial peace of mind.

With South Africa’s credit rating upgrade and debt stabilization, the theme for 2026 is "Stability."

This reflects in your personal estate too:
• Primary Residence CGT Exclusion: Now R3 million (up from R2m).
• Annual CGT Exclusion: Increased to R50,000.
• Donations Tax Exemption: Increased to R150,000.

These updates offer new ways to protect your family's legacy and property investments.

Let’s build a legacy that lasts. Contact us on 021 887 2644 to help you tailor a plan for your unique family needs..

is an authorised Financial Service Provider (FSP 46774)

Address

Unit 3, Palata Building, Bella Rosa Street
Rosendal
7550

Opening Hours

Monday	08:00 - 17:00
Tuesday	08:00 - 17:00
Wednesday	08:00 - 17:00
Thursday	08:00 - 17:00
Friday	08:00 - 17:00

Website

http://www.stelburg.co.za/

Alerts

Be the first to know and let us send you an email when Stelburg Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Stelburg Wealth: