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<R1m

Angelo Theofanous

With 15 years of experience in wealth management, I’m passionate about comparing portfolios, portfolio analysis and education around our industry. I value education and the upliftment of South Africans and am involved in meaningful dialogue and action plans to grow our country and invest in its people. Through solid analytical research, I aim to serve my clients and provide them with positive and factual guidance that helps them to grow their wealth during challenging times.

I love building relationships and strongly believe that people and finances are different sides of the same coin. Given rapid changes in technology and lifestyle, I believe all South Africans can benefit from thinking globally and acting locally. I look forward to engaging with new people and cultures with an attitude of lifelong learning.


36 Kaap De Goede Hoop Ln 918 , Office 4 Hartenbos Mossel Bay Western Cape

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Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

072 XXX XXXX

Angelo@*******************o.za

Reveal contact details

Angelo Theofanous

With 15 years of experience in wealth management, I’m passionate about comparing portfolios, portfolio analysis and education ar...


Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income


Show contact info

Investment minimums

<R1m

Wade BR Shaw

I began my financial planning career at Old Mutual in 2005 and later spent six years at Sanlam. In 2021, I joined RWM, where I took on the role of a private wealth manager.

With over 30 years of business leadership and client services experience, I've developed a holistic perspective on financial advice. I recognize that my guidance can have tangible consequences for my clients and their families. My ultimate objective is to assist clients in achieving their dreams.


36 Kaap De Goede Hoop Ln 918 , Office 4 Hartenbos Mossel Bay Western Cape

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

083 XXX XXXX

wades@r******************o.za

Reveal contact details

Wade BR Shaw

I began my financial planning career at Old Mutual in 2005 and later spent six years at Sanlam. In 2021, I joined RWM, where I too...


Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income