Investment minimums

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Lesego Monareng

I’m a certified member of the Financial Planning Institute of Southern Africa (FPI) and the Fiduciary Institute of Southern Africa (FISA) and have enjoyed the opportunity to service and assist high-net-worth clients with their wealth management for more than 13 years. I specialise in retirement, investment and estate planning.


17 Petrel Street, Rooihuiskraal, Centurion, Pretoria, South Africa

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Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

064 XXX XXXX

lesego@**************o.za

Reveal contact details

Lesego Monareng

I’m a certified member of the Financial Planning Institute of Southern Africa (FPI) and the Fiduciary Institute of Southern Africa (FISA) and have enjoyed the opportunity to service and assist high-net-worth clients with their wealth management for more than 13 years. I specialise in retirement, investment and estate planning.


Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

17 Petrel Street, Rooihuiskraal, Centurion, Pretoria, South Africa


About

About KLU Wealth and Legacy Planning

Founded in March 2017, KLU Wealth is a 100% black-owned wealth management practice. We understand the challenges of managing wealth and are well-equipped to provide you with quality advice for all your local and offshore investment needs. We take pride in providing professional, high-touch service and bespoke advice solutions that enable clients to meet their financial goals.

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 protecting you and your family and ensuring future financial support to your beneficiaries.


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