Navigate Wealth

Navigate Wealth is an independent financial advisory firm based in Irene, Gauteng, helping individuals, families and businesses across South Africa build, protect and transfer wealth. As we are not tied to any single product provider, we can recommend solutions from across the market that suit each client's circumstances and goals.

Our services include financial planning, investment management (unit trusts, tax-free savings and offshore investments), retirement planning (retirement annuities, preservation funds and living annuities), risk cover (life, disability, severe illness and income protection), tax planning, estate planning (wills, trusts and succession planning), medical aid advice, and employee benefits for businesses.

Clients are served nationwide through in-person and virtual consultations, in English and Afrikaans, and the first consultation is free and without obligation. Office hours are Monday to Friday, 08:00 to 16:30.

Navigate Wealth is the trading name of Wealthfront (Pty) Ltd, an authorised Financial Services Provider (FSP 54606) regulated by the Financial Sector Conduct Authority (FSCA).