Investment minimums

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Shaun de Villiers

I am a Certified Financial Planner (CFP) with a passion for assisting clients navigate their wealth creation and preservation journey.

I have been working in the financial services industry since 2016, starting my career as a private banker at Investec before moving onto wealth management and financial planning at Anchor Capital.

I pride myself on providing all my clients with tailored, client-centric solutions with excellent service.


Cape Quarter Shopping Centre, Somerset Road, Green Point, Cape Town, South Africa

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Specialises in:

Investments & savings

Offshore investing

Retirement income

Contact details:

074 XXX XXXX

sdevill***********************o.za

Reveal contact details

Shaun de Villiers

I am a Certified Financial Planner (CFP) with a passion for assisting clients navigate their wealth creation and preservation journey.

I have been working in the financial services industry since 2016, starting my career as a private banker at Investec before moving onto wealth management and financial planning at Anchor Capital.

I pride myself on providing all my clients with tailored, client-centric solutions with excellent service.


Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Retirement income

Cape Quarter Shopping Centre, Somerset Road, Green Point, Cape Town, South Africa


About

About Anchor Capital – Western Cape

Anchor Private Clients, is the private client business within the Anchor Group. We offer a broad range of local and offshore investment solutions tailored to the unique needs of individual clients.

The Private Client business is obsessed with client service and prides itself on offering a high-quality, personable and authentic service to each of our clients. Anchor Asset Management, a division of Anchor Group, is dedicated to servicing institutions and financial advisors with investment advice and solutions catered to their diverse needs.

Our team of highly skilled, seasoned investment professionals assist retail and institutional clients, both locally and offshore, with a wide variety of financial products across the risk spectrum. Wild Dog Capital l helps accounting practices build wealth management businesses. This provides a unique one-stop solution for wealth, asset management and stockbroking services through our corporate partnerships with accountants.

Our institutional knowledge and experienced team provide expert investment advice and diversified financial services planning, helping accountants grow their businesses.

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.

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.