Investment minimums

>R5m

Cassie Carstens

I am driven to design unique, client-centred financial plans and we view our business as the custodian of our client capital.


47 Tulbagh Street, Worcester Central, Worcester, South Africa

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Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

084 XXX XXXX

cassie@*******************o.za

Reveal contact details

Cassie Carstens

I am driven to design unique, client-centred financial plans and we view our business as the custodian of our client capital.


Investment minimums:

>R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

47 Tulbagh Street, Worcester Central, Worcester, South Africa


About Woodland Wealth

When it comes to financial planning and risk management, Woodland Wealth’s mission is to add measurable value and be a positive force in the lives of our clients. We are unwavering in our efforts to be an indispensable business and life partner. From a company perspective, we are also committed to competence and reliability. We don’t aspire to winning industry awards or being patted on the back by product providers, and are simply not motivated by this kind of recognition. We measure our success by the extent of the value we can add to the financial wellbeing of individuals, families and organisations through a practical planning process. Trust and respect have to be earned and we are committed to consistently act and transact in ways that would earn us both. “A wise man should have money in his head, but not in his heart.” – Jonathan Swift

About Woodland Wealth

When it comes to financial planning and risk management, Woodland Wealth’s mission is to add measurable value and be a positive force in the lives of our clients. We are unwavering in our efforts to be an indispensable business and life partner. From a company perspective, we are also committed to competence and reliability. We don’t aspire to winning industry awards or being patted on the back by product providers, and are simply not motivated by this kind of recognition. We measure our success by the extent of the value we can add to the financial wellbeing of individuals, families and organisations through a practical planning process. Trust and respect have to be earned and we are committed to consistently act and transact in ways that would earn us both. “A wise man should have money in his head, but not in his heart.” – Jonathan Swift

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.