Visit website

Investment minimums

<R1m

Erin Richard Bothwell

I have been practicing as a financial planner since 2007.

I have been blessed to lead a small group of professionals that are equally as passionate about the connections and difference we get to make in our clients' lives.


Clearwater Office Park, Millennium Boulevard, Strubens Valley, Roodepoort, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

erin@we****************o.za

Reveal contact details

Erin Richard Bothwell

I have been practicing as a financial planner since 2007.

I have been blessed to lead a small group of professionals that are equally as passionate about the connections and difference we get to make in our clients' lives.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Clearwater Office Park, Millennium Boulevard, Strubens Valley, Roodepoort, South Africa

Get directions

Contact details:

082 XXX XXXX

erin@we****************o.za

Reveal Contact Details

About

About Wealth Legacy

Wealth Legacy provides you the opportunity to partner with a professional and caring team.

We are a family office offering holistic financial advice with a strategic focus on managing wealth and succession planning for select clients and their families.

We offer independent and unrestricted advice and services.

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