Investment minimums

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Charize Beukes

My name is Charize, and I am a Certified Financial Planner, Professional Accountant, and Registered Tax Practitioner.

With over a decade of experience in the financial industry, I am passionate about helping individuals and families achieve financial freedom and reach their financial goals.

I chose financial planning because I believe everyone deserves to feel confident and secure about their financial future. Guiding my clients toward building wealth, protecting their assets, and creating sustainable plans is my passion.

Outside of work, I enjoy immersing myself in a good book and spending time outdoors. I’m currently exploring mountain biking as a new hobby and look forward to the adventures it will bring.

I am committed to delivering personalised, professional advice that empowers my clients to thrive financially.

Let’s work together to turn your financial dreams into a reality.


Castle Walk Corporate Park, Nossob Street, Erasmuskloof, Pretoria, South Africa

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Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

079 XXX XXXX

charize**********************o.za

Reveal contact details

Charize Beukes

My name is Charize, and I am a Certified Financial Planner, Professional Accountant, and Registered Tax Practitioner.

With over a decade of experience in the financial industry, I am passionate about helping individuals and families achieve financial freedom and reach their financial goals.

I chose financial planning because I believe everyone deserves to feel confident and secure about their financial future. Guiding my clients toward building wealth, protecting their assets, and creating sustainable plans is my passion.

Outside of work, I enjoy immersing myself in a good book and spending time outdoors. I’m currently exploring mountain biking as a new hobby and look forward to the adventures it will bring.

I am committed to delivering personalised, professional advice that empowers my clients to thrive financially.

Let’s work together to turn your financial dreams into a reality.


Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Castle Walk Corporate Park, Nossob Street, Erasmuskloof, Pretoria, South Africa


About

About Brenthurst Wealth Management – Pretoria

Brenthurst was established in 2004 and has an established track record of exceptional service to clients.

Brenthurst’s professional advisory team consists of 27 experienced individuals. This includes Certified Financial Planning® professionals, registered financial planners, an investment strategist, consulting economists, attorneys for fiduciary services and risk planning financial advisors.

Brenthurst expanded its national footprint by opening additional offices in the Western Cape. We now have offices at Granger Bay, Claremont, Bellville, Stellenbosch, George and Val De Vie, Paarl. Together with our Sandton, Fourways and Pretoria offices, this brings the total number of offices in South Africa to nine.

The company’s first international office was established in Mauritius in 2018, offering investment opportunities to clients as well as assisting with residency, setting up company trusts, registration and administration. Brenthurst Wealth ranked as a LEADING BOUTIQUE WEALTH MANAGER in SA for seven consecutive years in the Intellidex Private Bank & Wealth Manager award.

Contact Brenthurst’s wealth managers now and discover how an actively managed investment portfolio can create and maintain wealth over the long term.

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 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.