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Investment minimums

Arno Olckers

I am passionate about independent financial planning and making a difference in clients/family’s lives. Advice should always be understandable to a client, transparent and bespoke.

I enjoy going the extra mile for clients, as it adds value over the long term. Working as an independent financial advisor is a gratifying journey that resonates deeply with my passion for meaningful client interactions and personalised financial guidance.

What I love most about my job is the opportunity to forge genuine connections with clients, understanding their unique aspirations and concerns. Every day brings a new chance to offer client-centric advice, particularly in the realm of investments, where I can apply my expertise to tailor strategies that align with their financial goals.

Witnessing the positive impact of well-crafted plans on my clients’ lives is immensely rewarding, making each interaction an enriching experience. Being at the forefront of empowering individuals to navigate the complex financial landscape and achieve their dreams adds a profound sense of purpose to my role as a financial advisor.

14 Louw Street, Stellenbosch Central, Stellenbosch, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

+27 XXX XXXX

arno@al**************o.za

Reveal contact details

Arno Olckers

I am passionate about independent financial planning and making a difference in clients/family’s lives. Advice should always be understandable to a client, transparent and bespoke.

I enjoy going the extra mile for clients, as it adds value over the long term. Working as an independent financial advisor is a gratifying journey that resonates deeply with my passion for meaningful client interactions and personalised financial guidance.

What I love most about my job is the opportunity to forge genuine connections with clients, understanding their unique aspirations and concerns. Every day brings a new chance to offer client-centric advice, particularly in the realm of investments, where I can apply my expertise to tailor strategies that align with their financial goals.

Witnessing the positive impact of well-crafted plans on my clients’ lives is immensely rewarding, making each interaction an enriching experience. Being at the forefront of empowering individuals to navigate the complex financial landscape and achieve their dreams adds a profound sense of purpose to my role as a financial advisor.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

14 Louw Street, Stellenbosch Central, Stellenbosch, South Africa

Get directions

Contact details:

+27 XXX XXXX

arno@al**************o.za

Reveal Contact Details

About

About Alpha Wealth – Cape Town, Stellenbosch

Established in 2003, Alpha Wealth is one of South Africa’s largest independent advisory firms, having successfully managed billions of Rands in global assets.

We work alongside some of the country’s highest net worth individuals, families, institutions and charity trusts to pave the way to long-term financial freedom and peace-of-mind.

Our secret to success is underpinned by our team of talented wealth managers who believe in bespoke, flexible, appropriately structured solutions tailored to the individual rather than a one-size-fits-all product.

Grounded by past experience, we are future thinkers. Your financial and investment goals will change over time and with it our strategic approach to helping you achieve this.

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 ensuring your financial affairs are efficiently structured.

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