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Investment minimums

R1m < R5m

Mart-Marie de Jongh

I am a Certified Financial Planner ® Professional with more than 12 years’ experience as an independent financial advisor and investment consultant to individuals, families and small to medium size corporates.

My areas of expertise include, local and offshore savings and investment planning, retirement planning, cash flow planning, estate planning and tax efficient structuring of portfolios.

I specifically focus on assisting clients who are transitioning into the role of financial decisionmaker for the first time in their life. Whether it be because of a change in employment, or retirement, as a result of divorce, or the death of a spouse, or any other significant changes in life circumstances. Through this transition, I equip clients to take control of their finances by empowering them to make the best decisions for their current circumstances and future needs.

I believe in simplifying investment concepts, empowering investors and creating long term relationships with clients.


Lourensford Wine Estate, Somerset West, Cape Town, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

021 XXX XXXX

martmar****************o.za

Reveal contact details

Mart-Marie de Jongh

I am a Certified Financial Planner ® Professional with more than 12 years’ experience as an independent financial advisor and investment consultant to individuals, families and small to medium size corporates.

My areas of expertise include, local and offshore savings and investment planning, retirement planning, cash flow planning, estate planning and tax efficient structuring of portfolios.

I specifically focus on assisting clients who are transitioning into the role of financial decisionmaker for the first time in their life. Whether it be because of a change in employment, or retirement, as a result of divorce, or the death of a spouse, or any other significant changes in life circumstances. Through this transition, I equip clients to take control of their finances by empowering them to make the best decisions for their current circumstances and future needs.

I believe in simplifying investment concepts, empowering investors and creating long term relationships with clients.

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Lourensford Wine Estate, Somerset West, Cape Town, South Africa

Get directions

Contact details:

021 XXX XXXX

martmar****************o.za

Reveal Contact Details

About GraySwan Financial Services – Somerset West

GraySwan is an independent investment advisory firm that offers investment advice and wealth management solutions through a global megatrend lens to institutional, corporate, family office and private client investors.

GraySwan is one of the most experienced independent investment advisory and wealth management firms in South Africa in terms of assets under advice (>R20 billion).

The wealth of our investment experience and the depth, strength and stability of their advisory and investment team amounts over 100 years.

We believe that our independence, our wealth of experience, our stable team and our superior service ethos and excellent long-term track record differentiates us from our peers.

About GraySwan Financial Services – Somerset West

GraySwan is an independent investment advisory firm that offers investment advice and wealth management solutions through a global megatrend lens to institutional, corporate, family office and private client investors.

GraySwan is one of the most experienced independent investment advisory and wealth management firms in South Africa in terms of assets under advice (>R20 billion).

The wealth of our investment experience and the depth, strength and stability of their advisory and investment team amounts over 100 years.

We believe that our independence, our wealth of experience, our stable team and our superior service ethos and excellent long-term track record differentiates us from our peers.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.