Investment minimums

>R5m

Kobus Venter

I am the founding member and a Director of Global Wealth Advisory and have over 15 years’ experience in the financial services industry, specialising in wealth management. My mission is to guide our clients to make the best possible decisions about their investment portfolios and stand by them in all aspects of their overall financial position. I am committed to abide to the industry’s highest professional standards and have obtained a Post Graduate Diploma in Financial Planning (cum laude) and I am a registered Certified Financial Planner (CFP).


299 Dey Street, Nieuw Muckleneuk, Pretoria, South Africa

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Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

083 XXX XXXX

kobus@g*******o.za

Reveal contact details

Kobus Venter

I am the founding member and a Director of Global Wealth Advisory and have over 15 years’ experience in the financial services industry, specialising in wealth management. My mission is to guide our clients to make the best possible decisions about their investment portfolios and stand by them in all aspects of their overall financial position. I am committed to abide to the industry’s highest professional standards and have obtained a Post Graduate Diploma in Financial Planning (cum laude) and I am a registered Certified Financial Planner (CFP).


Investment minimums:

>R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

299 Dey Street, Nieuw Muckleneuk, Pretoria, South Africa


About

About Global Wealth Advisory – Pretoria

Our mission is to provide our clients with peace of mind and good financial outcomes through professional financial advice and quality wealth management 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 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.