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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Woodland Wealth, Financial Consultant, G01 House of Levi, 12A De Beers Avenue, Paardevlei, Somerset West.

Our directors, advisors, and staff are all unified in their vision to see you achieve optimal long-term wealth growth though comprehensive planning and devotion to your interests.

21/10/2026

Buying last year’s worst‑performing assets in the hope of an automatic rebound – the so‑called “reversion to the mean” strategy – is a gamble, not a plan. Banking on a quick turnaround leaves your capital exposed if recovery takes longer than expected.

A disciplined portfolio, built on sound asset evaluation and balanced allocation, consistently outperforms short‑term switching strategies.

Read our full article to see why patience and process deliver stronger, steadier returns than chasing ambulances.

Read more: https://tinyurl.com/5yufkx5j

14/10/2026

Jumping into asset classes just because they shone last year often means buying at the peak, and then panicking when the inevitable correction comes. Chasing past winners is more emotion than strategy, and it usually ends with buying high and selling low.

The best strategies include resisting those impulses, focusing on fundamentals, and keeping your portfolio balanced for steady, long‑term growth.

Read our full article to see why patience pays: https://tinyurl.com/5yufkx5j

07/10/2026

Chasing short‑term market trends rarely builds lasting wealth. True financial security comes from a disciplined, balanced strategy designed to withstand every market cycle.

As your financial advisers, we help you construct and rebalance portfolios that protect against hype and deliver steady, long‑term growth.

Read our full article by Andro Griessel to see why structured investing outshines speculation: https://tinyurl.com/5yufkx5j

23/09/2026

Some people choose to establish their own approved Public Benefit Organisation during their lifetime and nominate it as a beneficiary in their will. This requires more than a good cause, as the organisation needs the correct structure, governance and tax approval. Its board and founding documents must also support the assets it may receive.

Build a charitable legacy that lasts: https://tinyurl.com/mvhn4da6

16/09/2026

Including a charity in your will is a meaningful gesture, but have you checked whether it can legally receive the asset you plan to leave? Not every charitable organisation qualifies as an approved Public Benefit Organisation, and some may be restricted from holding certain assets. Its founding documents or investment policies could affect both the bequest and its tax treatment.

Know what to check before making a charitable bequest: https://tinyurl.com/mvhn4da6

09/09/2026

Leaving an asset to charity does not automatically protect it from the costs of winding up your estate. Your debts, taxes, executor’s fees and administration expenses must still be paid, and when there is not enough cash available, the asset you intended to donate may have to be sold. This could reduce the value of your gift or trigger tax consequences that careful planning may have prevented.

Discover how to protect your charitable bequest: https://tinyurl.com/mvhn4da6

02/09/2026

Planning to leave part of your estate to a charity or public benefit organisation? The way you word that gift matters. A general instruction to sell an asset and donate the proceeds could result in unintended tax consequences. In some cases, naming the specific investment or asset you wish to leave to the PBO may help preserve the available capital gains tax exemption, allowing more of your gift to reach the organisation you intended to support.

Find out how to structure your bequest so more reaches the cause you care about: https://tinyurl.com/mvhn4da6

05/08/2026

Life cover review letters usually come with several options. It is understandable to look for the option with the lowest immediate premium. The real question is how that choice affects your ability to keep the cover in place over the next 10, 15, or 20 years. A reduced benefit, sudden premium increase or default lapse can each create a very different outcome. Life cover decisions should be tested against future affordability, not only today’s debit order.

Explore your options: https://tinyurl.com/mv542x7p

29/07/2026

Ignoring a life cover premium review letter does not mean the decision goes away. In many cases, doing nothing allows the policy to continue only until its surrender value has been used up. By the time the policy lapses, years of premiums may already have been paid. That can make inaction one of the most expensive options on the page.

Before you respond, understand what each option could mean for your cover, your premiums, and your long-term financial plan: https://tinyurl.com/mv542x7p

22/07/2026

When a life cover premium review arrives, the insurer may offer choices such as increasing the premium, reducing the benefit, changing the premium structure, or leaving it as is. On paper, these options may appear straightforward. In practice, each one can affect affordability, future cover, and the risk of the policy falling away. This is where a financial adviser’s role becomes important.

Find out which option financial advisor Andró Griessel will choose: https://tinyurl.com/mv542x7p

Address

G01 House Of Levi, 12A De Beers Avenue, Paardevlei
Somerset West
7130

Website

https://woodlandwealth.co.za/

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