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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

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Stelburg Wealth

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

22/10/2026

You shouldn't have to choose between funding your dream vacation today and securing your future retirement tomorrow.

It’s completely natural to focus on short-term holiday plans as the year winds down, but long-term growth shouldn't take a backseat. The key to enjoying both is a tailored investment strategy designed for optimal returns and effective risk management. As an authorized financial services provider accredited with leading financial product suppliers, Stelburg Wealth builds diversified portfolios that adapt to your lifestyle goals. We’re here to help you enjoy today while growing your wealth for tomorrow!

07/10/2026

Are you dreaming of a well-deserved summer getaway, but worried about how it will impact your long-term wealth? ✈️🌴 Planning a vacation shouldn't mean derailing your path to financial independence.

At Stelburg Wealth, our independent financial advisors help you balance lifestyle goals with smart investment strategies. Because we are accredited with top-tier financial product suppliers, we provide a truly personalized financial service tailored to your unique aspirations. Let’s get your portfolio and your holiday fund working together seamlessly!

👉 021-887 2644

23/09/2026

Review, Reset, and Rise
Your wealth strategy shouldn't be a "set-and-forget" exercise. Here is why an annual review changes everything. 🔄🚀

Life moves fast. Careers pivot, families grow, markets shift, and legislation updates. If your financial plan hasn't been looked at in the last twelve months, chances are it's trying to solve a version of your life that no longer exists.

As we head into the final stretch of the year, now is the ideal time to sit down, review your roadmap, and make sure every single piece of your financial puzzle is lined up for success.

Call us on 021-887 2644 or email [email protected]

StelburgWealth is an authorised Financial Service Provider (FSP 46774).

16/09/2026

The Hidden Costs of Dying Without a Plan

Leaving your estate to chance is the one gift you don’t want to give your family. ⚠️⚖️

Passing away without a valid, well-structured will means the courts—and rigid government formulas—decide how your assets are distributed. Not only can this cause heavy emotional distress for your loved ones, but it can also freeze accounts and drain your estate through unnecessary legal delays and costs.

Taking control of your estate planning today is an act of pure consideration. It ensures a seamless transition and leaves your family protected, not perplexed.

Call us on 021-887 2644 or email [email protected]

StelburgWealth is an authorised Financial Service Provider (FSP 46774).

09/09/2026

Want to give SARS less and your future self more? Let's talk RAs. 💰🤝

With retirement fund deduction limits allowing you to deduct up to 27.5% of your taxable income (capped generously at R430,000 annually), a Retirement Annuity remains one of the most powerful tax-saving tools available in South Africa.

By topping up your RA contributions, you aren't just locking away funds for a comfortable retirement—you can actively lower your taxable income bracket right now. It’s a win for your present budget and a massive win for your future lifestyle.

Call us on 021-887 2644 or email [email protected]

StelburgWealth is an authorised Financial Service Provider (FSP 46774).

02/09/2026

When was the last time your Last Will and Testament actually matched your current life? 📝🌿

Spring cleaning isn't just for your cupboards—it’s also the ideal time to look at your estate planning documents. An outdated will can leave behind unintended legal hurdles, unnecessary executor fees, or delays that tie up family liquidity when they need it most.

Here are a few quick items to check:
✅ Are your nominated beneficiaries up to date?
✅ Does your will account for recent life milestones or additions to the family?
✅ Is there enough immediate cash liquidity in the estate to keep things running smoothly?

Let’s make sure your final wishes are crystal clear and legally sound.

Call us on 021-887 2644 or email [email protected]

StelburgWealth is an authorised Financial Service Provider (FSP 46774).

28/08/2026

Managing multiple policies with different providers? It's time to connect the dots. 🧩🔍

Over the years, it’s completely normal to accumulate a policy here, a retirement annuity there, and a risk plan somewhere else. But when your financial products are scattered across different companies with zero oversight, big gaps can form.
An independent review pulls all those loose pieces together into one clear, cohesive strategy. No overlaps, no forgotten accounts—just a unified roadmap designed specifically for you.

Call us on 021-887 2644 or email [email protected]

StelburgWealth is an authorised Financial Service Provider (FSP 46774).

14/08/2026

Are your investments built to weather market storms, or are they riding an emotional rollercoaster? 🌊📈

Chasing the "hot stock" of the month might feel exciting, but true wealth is built on proper, diversified asset allocation. When your portfolio is balanced across local and international markets, equities, cash, and property, market bumps become manageable waves rather than disasters.

A well-structured investment strategy gives you the freedom to sleep soundly at night, knowing your money is working systematically toward your future goals.

Drop us a DM or call us on 021-887 2644.

StelburgWealth is an authorised Financial Service Provider (FSP 46774).

07/08/2026

Income Protection: Your Most Undervalued Asset

If your paycheck stopped tomorrow due to illness or injury, how long would your lifestyle last? 🛑💼

We insure our cars, our homes, and our gadgets without blinking an eye. Yet, our ability to earn a monthly income—the very engine that pays for everything else—is often left completely unprotected.

An accident or prolonged illness doesn't just stop your salary; your monthly debit orders, groceries, and bond repayments keep right on coming. Income protection ensures that your cash flow doesn't flatline when health challenges hit.

Let’s protect your most valuable financial asset: you.

Drop us a DM or call us on 021-887 2644.

StelburgWealth is an authorised Financial Service Provider (FSP 46774).

31/07/2026

Life insurance isn't about planning for the end—it's about protecting the people you love right now. 💌🏡

Nobody loves talking about life cover. It feels heavy, morbid, and far away. But if you flip the perspective, it is actually one of the kindest, most practical love letters you can write to your family.

Proper life insurance ensures that if the unexpected happens, your family’s standard of living, your children's education, and your home bond don't suddenly become points of crisis. It trades financial panic for enduring security.

Let’s make sure your family's safety net is robust, current, and structured correctly.

Call us on 021-887 2644.

StelburgWealth 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/

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