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Investment minimums

R1m < R5m

Adrian Pollet

I am a Certified Financial Planner (CFP®) with a strong commitment to helping individuals make confident, well-informed financial decisions.

I began my career in an apprenticeship role, working closely with all three directors at Insight Wealth, which provided me with a solid understanding across all elements of financial planning.

Today, I primarily specialise in guiding young professionals, business owners and entrepreneurs as they build a strong investment foundation and manage risk effectively.

My focus is on ensuring that each client is strategically positioned for long-term financial success through disciplined financial planning.


21 Dreyer Street, Claremont, Cape Town, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

021 XXX XXXX

adrian@*************.com

Reveal contact details

Adrian Pollet

I am a Certified Financial Planner (CFP®) with a strong commitment to helping individuals make confident, well-informed financial decisions.

I began my career in an apprenticeship role, working closely with all three directors at Insight Wealth, which provided me with a solid understanding across all elements of financial planning.

Today, I primarily specialise in guiding young professionals, business owners and entrepreneurs as they build a strong investment foundation and manage risk effectively.

My focus is on ensuring that each client is strategically positioned for long-term financial success through disciplined financial planning.

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

21 Dreyer Street, Claremont, Cape Town, South Africa

Get directions

Contact details:

021 XXX XXXX

adrian@*************.com

Reveal Contact Details

About Insight Wealth

Insight Wealth was founded in 2009 when its directors returned to SA from the UK and identified the need for an independent, professional firm providing niche financial services to a select, global client base. The firm was built from the ground up and has incorporated best-practice concepts from established businesses in international markets. This includes being staffed by a qualified and professional team with global experience.

About Insight Wealth

Insight Wealth was founded in 2009 when its directors returned to SA from the UK and identified the need for an independent, professional firm providing niche financial services to a select, global client base. The firm was built from the ground up and has incorporated best-practice concepts from established businesses in international markets. This includes being staffed by a qualified and professional team with global experience.

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.